Episode 20
The Mechanics of Markets with David Levenson
Pro to Pro Hosted by Darius Dale
April 16, 20251h 14m
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Show Notes
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.