93 Episodo

  1. Episode 28 - Dollar strength is broadening. This kills M2 growth + liquidity. #PolarityRadio 7/8/25

    Publicado: 9/7/2025

  2. Episode 27 - $ call skew troughed 2 weeks ago. the $ bottomed 7/1/25. #PolarityRadio 7/7/25

    Publicado: 8/7/2025

  3. Episode 26 - Bubble deflation everywhere. NDX GOLD BTC. Yen, Pound, Euro. MOVE yields. #PolarityRadio 7/6/25

    Publicado: 7/7/2025

  4. Episode 25 - MOVE will drag down FAANGMT. Our most important episode ever. #PolarityRadio 7/3/25

    Publicado: 4/7/2025

  5. Episode 24 - Dollar strength is accelerating and that's bad for NDX. #PolarityRadio 7/23/25

    Publicado: 3/7/2025

  6. Episode 23 - The dollar is strengthening as rates continue their decline. #PolarityRadio 7/2/25

    Publicado: 3/7/2025

  7. Episode 22 - The cheapest thing in the world, bond skew. Deflation. #PolarityRadio 7/1/25

    Publicado: 2/7/2025

  8. Polarity Pivot Podcast (6/29/25) - Prompt MOVE index deflation will drive rates and gold lower. #PolarityRadio

    Publicado: 30/6/2025

  9. Episode 21 - MOVE index deflation is accelerating. Rates will fall further. #PolarityRadio 6/29/25

    Publicado: 30/6/2025

  10. Episode 20 - The MOVE is screaming rates will melt NDX/DIA too! #PolarityRadio 6/27/25

    Publicado: 28/6/2025

  11. Episode 19 - Rates won't stop melting down. NVDA NDX GLD BTC will follow. #PolarityRadio 6/26/25

    Publicado: 27/6/2025

  12. Episode 18 - The credit bubble is failing. Gold, rates, GOOG soon. #PolarityRadio 6/24/25

    Publicado: 25/6/2025

  13. Episode 17 - Paused flattener and NDX NVDA bear market policy superposition. #PolarityRadio 6/23/25

    Publicado: 25/6/2025

  14. Polarity Pivot Podcast (6/22/25) - NDX NVDA SMH GOOG AAPL bear market is starting with bond bull. #PolarityRadio

    Publicado: 23/6/2025

  15. Episode 16 - Global yields are declining and will weaken the NASDAQ. #PolarityRadio 6/20/25

    Publicado: 20/6/2025

  16. Episode 15 - What is the yield curve telling us? 2/10 will invert. #PolarityRadio 6/17/26

    Publicado: 18/6/2025

  17. Episode 14 Pt 2 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

    Publicado: 16/6/2025

  18. Episode 14 Pt 1 - 2/10 will invert. NDX and bond yields will fall. NO recession. #PolarityRadio 6/15/25

    Publicado: 16/6/2025

  19. Episode 13 - The 2/10 curve is the best global M2 growth barometer.#PolarityRadio 6/14/25

    Publicado: 16/6/2025

  20. Episode 12 - The weekly 2/10 curve close was weak. It will fail! #PolarityRadio 6/13/2025

    Publicado: 16/6/2025

4 / 5

David Levenson breaks down the mechanics of modern markets live on X spaces. This podcast archives those discussions.

Visit the podcast's native language site