# David Levenson

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Episode 122 - MSTR dragging BTC, QQQ, and mortgage rates lower. #PolarityRadio 1/22/26

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

Episode 121 - IGV, MSFT, MSTR, UMBS. Yield meltdown. #PolarityRadio 1/21/26

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

Episode 120 - Acclerating decay in MAMA FAANGM. Mortgage rates. #PolarityRadio 1/17/26

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.

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.

Wall St Insider Reveals Hidden Risks In Financial Markets (w/David Levenson)

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DOGE’S Downfall (with Michael Lewis)

This week on the Stay Tuned with Preet podcast, financial journalist and New York Times This week on the Stay Tuned with Preet podcast, financial journalist and New York Times best-selling author Michael Lewis joins Preet to discuss the unraveling of the Department of Government Efficiency, chronic…