90 Episodo

  1. Episode 44 - The inflation narrative is coming under assault with NASDAQ. #PolarityRadio 8/1/25

    Publicado: 4/8/2025

  2. Episode 43 - MOVE broke down. VIX bottomed Tuesday. Re-coherence. #PolarityRadio 8/1/25

    Publicado: 1/8/2025

  3. Episode 42 - The curve has broken down and MOVE is about to join it. #PolarityRadio 7/30/25

    Publicado: 31/7/2025

  4. Episode 41 - VIX local trough. Curve breakdown. DXY/SPX convergence. #PolarityRadio 7/29/25

    Publicado: 30/7/2025

  5. Episode 40 - The decay of M2 growth has begun. I = MC ^ 2 NDX has peaked. #PolarityRadio 7/28/25

    Publicado: 29/7/2025

  6. Episode 39 - QFT. Quantum Finance Theory. Levenson diagrams. Melting Vega. #PolarityRadio 7/27/35

    Publicado: 28/7/2025

  7. Episode 38 - Underperforming NDX. Decaying Vega. Curve flattening. #PolarityRadio 7/25/25

    Publicado: 28/7/2025

  8. Episode 37 - Liquidity is dying. M2 annihilation. G - > V. #PolarityRadio 7/22/25

    Publicado: 23/7/2025

  9. Episode 36 - Approaching prompt roll over of beta is at hand. #PolarityRadio 7/21/25

    Publicado: 22/7/2025

  10. Episode 35 - Part 2 of Friday spaces. Vega decay and equity deflation. #PolarityRadio 7/20/25

    Publicado: 21/7/2025

  11. Episode 34 - Tech deflation! Nested vega & cross asset compression. E2A2O. #PolarityRadio 7/18/25

    Publicado: 19/7/2025

  12. Episode 33 - The MOVE is absorbing policy interference very well. #PolarityRadio 7/17/25

    Publicado: 18/7/2025

  13. Episode 32 - $ resilience and MOVE rate suppresion despite policy. #PolarityRadio 7/16/25

    Publicado: 17/7/2025

  14. Episode 31 - The $ signal is unmistakeable. $ liquidity is decaying. #PolarityRadio 7/15/25

    Publicado: 16/7/2025

  15. Episode 30 - Greenspan was 2 late. Powell was 2 early. #PolarityRadio 7/12/25

    Publicado: 14/7/2025

  16. Episode 29 - Prompt +1 day, vega (MOVE) suppression took out 200MMA today. #PolarityRadio 7/10/25

    Publicado: 11/7/2025

  17. Polarity Pivot Podcast (7/9/25) - Prompt Vega suppression bond and interest rate sensitive rally. #PolarityRadio

    Publicado: 10/7/2025

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

    Publicado: 9/7/2025

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

    Publicado: 8/7/2025

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

    Publicado: 7/7/2025

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

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