• Pro to Pro with David Levenson

  • Apr 16 2025
  • Length: 1 hr and 15 mins
  • Podcast

Pro to Pro with David Levenson

  • Summary

  • In this episode, Darius Dale and David Levenson explore the mechanics behind market structure, focusing on balance sheet duration, mortgage volatility, and policy interference. Levenson outlines a two-body system—mortgage and equity volatility—that governs global finance through liquidity gaps and regulatory distortions.
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