Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26

3 h 13 min · 5. Feb. 2026

Beschreibung

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

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135 Folgen

Episode 130 - Policy equivalence. Swing trend lines and vega congruity. #PolarityRadio 2/1/26

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

Episode 129 - Global deleveraging is accelerating. It won't stop in 2026. #PolarityRadio 1/31/26

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

Episode 128 - Software will drag hardware into a bear market. #PolarityRadio 1/30/26

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

Episode 127 - Don't let the shiny object fool you. We are losing liquidity. #PolarityRadio 1/28/26

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

Episode 126 - Mortgage rates continue lower with treasury volatility. #PolarityRadio 1/27/26

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