90 Episodo

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

    Publicado: 4/7/2025

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

    Publicado: 3/7/2025

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

    Publicado: 3/7/2025

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

    Publicado: 2/7/2025

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

    Publicado: 30/6/2025

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

    Publicado: 30/6/2025

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

    Publicado: 28/6/2025

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

    Publicado: 27/6/2025

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

    Publicado: 25/6/2025

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

    Publicado: 25/6/2025

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

    Publicado: 23/6/2025

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

    Publicado: 20/6/2025

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

    Publicado: 18/6/2025

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

    Publicado: 16/6/2025

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

    Publicado: 16/6/2025

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

    Publicado: 16/6/2025

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

    Publicado: 16/6/2025

  18. Episode 11 - The yield curve will invert and drive the dollar up. #PolarityRadio 6/12/25

    Publicado: 13/6/2025

  19. Episode 10 - The Yield curve will invert. Inflation is melting. #PolarityRadio 6/11/25

    Publicado: 12/6/2025

  20. Episode 9 - Our 5/16/25 flattener forecast is about to breach support. #PolarityRadio 6/10/25

    Publicado: 11/6/2025

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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