Polarity Radio with David Levenson

90 Episoder

1. Episode 64 - New YTD low 30Y fixed mortgage rate. Euro + tech will follow. #PolarityRadio 9/15/25

   Publisert: 18.9.2025
2. Episode 63 - The UST volatility curve is flattening. UST will follow. #PolarityRadio 9/13/25

   Publisert: 14.9.2025
3. Episode 62 The flattening curve is driving down mortgage rates. #PolarityRadio 9/12/25

   Publisert: 14.9.2025
4. Episode 61 - The curve will invert and drag down yields, Euro, NDX, BTC. #PolarityRadio 9/10/25

   Publisert: 11.9.2025
5. Episode 60 - The yield curve will invert and bid the $ it's bad 4 tech. #PolarityRadio 9/9/25

   Publisert: 10.9.2025
6. Episode 59 - Rates won't stop falling. The Euro & tech are next. #PolarityRadio 9/8/25

   Publisert: 9.9.2025
7. Episode 58 - The system has checkmated Powell. Rates, tech, crypto, MSTR will fall. #PolarityRadio 9/7/25

   Publisert: 9.9.2025
8. Episode 57 - Mortgage rates will drive software then FAANG lower. #PolarityRadio 04/09/25

   Publisert: 4.9.2025
9. Episode 56 - 36 month low ARM rate. Ignore bonds, watch 2s & 10s. #PolarityRadio 9/3/25

   Publisert: 4.9.2025
10. Episode 55 - The 3Y UST & 7/6 ARM telling us there is no inflation. #PolarityRadio 8/28/25

    Publisert: 29.8.2025
11. Episode 54 - The 3Y is now 79 bps below FFR. Dec 26 FFR is 2.935. #PolarityRadio 8/27/25

    Publisert: 28.8.2025
12. Episode 53 - Powell's Gordian Cut. Cut or not. Does not matter. Rates melt. #PolarityRadio 8/25/25

    Publisert: 25.8.2025
13. Episode 52 - St Barts review. Cresting credit & crypto bubble. #B7C3 2026 #PolarityRadio 8/24/25

    Publisert: 25.8.2025
14. Episode 51 - Acid Caital recasp St Barts camp/ VXN/VIX XPH/BTC. #PolarityRadio 8/21/25

    Publisert: 22.8.2025
15. Episode 50 - UST volatility continues decaying as liquidity increases. #PolarityRadio 8/14/25

    Publisert: 15.8.2025
16. Episode 49 - MOVE UMBS. Why are housing related equities surging? #PolarityRadio 8/1/25

    Publisert: 13.8.2025
17. Episode 48 - UST bond liquidity is rising. Data is largely priced in. #PolarityRadio 8/11/25

    Publisert: 12.8.2025
18. Episode 47 - Coppers collapse signals bank death. This is not a correction. #PolarityRadio 8/7/25

    Publisert: 8.8.2025
19. Episode 46 - What is a bank? B/D curve + credit. MCBs bill shrink massively! #PolarityRadio 8/6/25

    Publisert: 7.8.2025
20. Episode 45 - MC banks + NDX + SMH + mortgage rates + UB rates have peaked. #PolarityRadio 8/5/25

    Publisert: 6.8.2025