Best Robert Kahne Podcasts (2025)

1
MacroVoices #482 Mike Green: What The Market Is Not Discounting 1:00:41

2d ago1:00:41

1:00:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss the tariffs, what they’re really being used for, and why Mike says the President is contradicting himself every time he talks about them. https://bit.ly/4kINH8c 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4khdGDN ✅Sign up for a FREE 14-day trial at Big P…

1
Big Louisville News: No Consent Decree & New JCPS Superintendent 28:41

4d ago28:41

28:41

This week Jazmin and Robert talked about two major Louisville stories: the Trump administration's decision to seek a dismissal of the consent decree with LMPD and JCPS hiring a new superintendent.By Jazmin Smith and Robert Kahne

1
MacroVoices #481 Jim Bianco: This is The End of The Beginning 1:06:07

9d ago1:06:07

1:06:07

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss why Jim believes we’re at the “end of the beginning” — a phrase he uses to describe the evolution of Trump-era economic policies. While the initial phase, dominated by tariff strategies, may be winding down, Jim warns that this is just the opening act. https://bit.ly/3…

1
Another Terrible Storm in Kentucky & A Medicaid Discussion with Dustin Pugel 52:11

11d ago52:11

52:11

This week, Robert and Jazmin discussed the deadly storm that ripped through Kentucky over the weekend and the government's response to it. In addition, Robert discussed the major Medicaid cuts being discussed in Washington D.C. right now.By Jazmin Smith and Robert Kahne

1
MacroVoices #480 Louis-Vincent Gave: What Comes Next After The Trade War Dust Settles 1:12:04

16d ago1:12:04

1:12:04

MacroVoices Erik Townsend & Patrick Ceresna welcome, Louis-Vincent Gave. They will discuss the Trump tariffs, what they mean for markets, China, precious metals, and more. https://bit.ly/43nwN7Z 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4miq87u ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscr…

1
Cherlynn Stevenson in running in District 6 36:05

18d ago36:05

36:05

This week Robert and Jazmin discuss the entrance of Cherlynn Stevenson in Congressional District 6, as well as two Louisville stories which form a parable about openness in government.By Jazmin Smith and Robert Kahne

1
MacroVoices #479 Anas Alhajji: What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? 1:18:35

23d ago1:18:35

1:18:35

Erik Townsend and Patrick Ceresna welcome Dr. Anas Alhajji to the show to discuss OPEC+ production increase & market reactions, Trump’s visit and oil politics, and the long-term outlook for oil and LNG & much more. https://bit.ly/43ldvBg What Do Saudi Arabia & Allies in OPEC+ Want from Accelerating the Unwinding of Voluntary Cuts? - Anas Alhajji 🔻D…

1
Andy's Nascent Run for President and University Updates 36:25

25d ago36:25

36:25

This week Robert and Jazmin talked about Andy's not-yet-declared-but-probably-existant campaign for US President, as well as updates to multiple stories about UofL and UK.By Jazmin Smith and Robert Kahne

1
MacroVoices #478 Luke Gromen: Trump Tariff Policy Will Drive Gold Even Higher 1:13:28

1M ago1:13:28

1:13:28

MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They’ll discuss the market’s Trump Tariff Tantrum, as Luke makes the bold case that President Trump could realistically raise enough tariff revenue to exempt the bottom 90% from federal income tax. https://bit.ly/3EOiD7t 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4iEG…

1
Louisville Budget Request and More Andy Barr Talk 42:55

1M ago42:55

42:55

This week Robert and Jazmin talked about Mayor Craig Greenberg's budget request for Louisville Metro Government and also discussed more about the fallout of Andy Barr deciding to run for U.S. Senate.By Jazmin Smith and Robert Kahne

1
MacroVoices #477 Michael Howell: Are We Approaching A Debt Refinancing Crisis 1:08:03

1M ago1:08:03

1:08:03

MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They’ll discuss cyclicality of credit markets, why we should think of them as a refinancing system rather than a credit origination system, and what can be learned by taking this street-smart approach to credit market analysis. https://bit.ly/42F9PsA 🔻Download Big Picture Trading …

1
Morgan Eaves 1:06:11

1M ago1:06:11

1:06:11

Jazmin is out this week so Robert was joined by KDP Executive Director Morgan Eaves. She talked about her job and ways to grow the Kentucky Democratic Party, and then discussed the Republicans who might run in Kentucky's 6th Congressional District as well as a final recap of the Kentucky legislative session.…

1
MacroVoices #475 Daniel Lacalle: Is This The End of The Monetary System As We Know it? 1:12:44

1M ago1:12:44

1:12:44

MacroVoices Erik Townsend & Patrick Ceresna welcome, Daniel Lacalle. They’ll discuss Trump Tariffs as the European investment community sees them, and discuss whether this is the dawn of a new age in terms of monetary and economic policy cooperation between the United States and Europe. https://bit.ly/43XhGUI 🔻Download Big Picture Trading Chartbook…

1
Tariffs Update & University Controversies 37:27

2M ago37:27

37:27

This week Robert provided an update about tariffs on Kentucky bourbon and Jazmin walked us through major controversies at both the University of Louisville and the University of Kentucky.By Jazmin Smith and Robert Kahne

1
MacroVoices #475 Simon White: The Dawn of A New Financial Order 1:20:11

2M ago1:20:11

1:20:11

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They’ll discuss, the Trump Tariff Tornado, treasuries, why the basis trade is blowing up, and much more. https://bit.ly/4jaxsAq 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3YoXiIk ✅Sign …

1
Floods, A Senate Campaign Ad, and Andy Beshear Starts a Podcast 37:59

2M ago37:59

37:59

This week Robert and Jazmin talked through several news items from this week including tragic flooding throughout Kentucky, a new ad from Pamela Stevenson, and Andy Beshear's new podcast.By Jazmin Smith and Robert Kahne

1
MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”! 1:30:24

2M ago1:30:24

1:30:24

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8f…

1
Rep. Joshua Watkins on the Session, Explaining the Vetoes, and KDP Reorganization 1:05:30

2M ago1:05:30

1:05:30

We welcomed Rep. Joshua Watkins of Louisville to talk to us about his first legislative session this week. He explained his process of trying to improve bad legislation, how the session met his expectations, and his hopes for the future. Before the interview, Robert and Jazmin talked through the rest of Governor Beshear's vetoes, as well as the Ken…

1
MacroVoices #473 Matt Barrie: AI of The Storm 1:24:19

2M ago1:24:19

1:24:19

MacroVoices Erik Townsend & Patrick Ceresna welcome, Matt Barrie. We’ll discuss the shifting business models in both hardware and software, the emergence of AI agents, the puzzling lack of profitability among AI companies, even at the $200/month Pro tier for tools like ChatGPT, and what the future of AI looks like, particularly when it comes to per…

1
Vetoes and Other Stuff 48:17

2M ago48:17

48:17

Jazmin discusses the bills vetoed by Andy Beshear, and Robert talks through a few other items involved former elected executive branch officials in Kentucky.By Jazmin Smith and Robert Kahne

1
MacroVoices #472 Lyn Alden: Navigating Headline Driven Markets 1:14:41

2M ago1:14:41

1:14:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Lyn Alden. They’ll discuss everything from what’s next for the stock market to international diversification strategies to energy, gold, Bitcoin and more. https://bit.ly/4hrDqLr Click Here To Register and Watch Stock Repair Strategies using Options Webinar: https://www.bigpicturetrading.com 🔻Down…

1
The Veto Period Has Begun 40:06

2M ago40:06

40:06

As of Friday, all the bills that won't be able to survive a veto by Governor Beshear had to be passed -- so Republicans came out big with a lot of secret priorities that were passed at the last second. We went through all of those and meanwhile Jazmin updated the status of all the bills we've been tracking so far this legislative session.…

1
MacroVoices #471 Tian Yang: Tariffs Will Continue Until Morale Improves 1:14:29

3M ago1:14:29

1:14:29

MacroVoices Erik Townsend & Patrick Ceresna welcome, Tian Yang. They’ll cover LEIs and break down Variant Perception’s outlooks on everything from stocks and fixed income to FX and commodities, including gold. https://bit.ly/41JzAaB Click Here To Register FREE to Big Picture Trading's Hedging Webinar: https://www.bigpicturetrading.com 🔻Download Big…

1
A Major Session Update 39:01

3M ago39:01

39:01

This week Robert and Jazmin run down the priority bills in the House and Senate, as well as a few other bills making their way through the legislature.By Jazmin Smith and Robert Kahne

1
MacroVoices #470 Michael Every: A Week Where Decades Happen? 1:01:03

3M ago1:01:03

1:01:03

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Michael Every. They'll discuss Michael’s prescient advice to “Take President Trump seriously but not necessarily literally” as he unpacks major headlines, from Oval Office antics and tariffs to executive orders, crypto, global populism, and U.S.-China relations. https://bit.ly/41szF2j 🔻Downl…

1
Senate Priority Bills + Other Updates 42:12

3M ago42:12

42:12

Jazmin is back this week and she walked us through the ten bills the Senate is prioritizing.By Jazmin Smith and Robert Kahne

1
MacroVoices #469 Jeff Snider: The Mar-a-Lago Accord Seen Through A Eurodollar Lens 1:09:41

3M ago1:09:41

1:09:41

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jeff Snider. They’ll explore Jeff’s criticisms of the current effort and his perspective on how he would approach it differently if he were involved in the Mar-a-Lago discussions. https://bit.ly/4i8hfL4 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3DlZfxT ✅Sign up for a FREE 14-day …

1
Mitch McConnell Retires 44:19

3M ago44:19

44:19

This week Deric Senecal joined Robert to talk about what's next for Kentucky's US Senate seat now that Mitch McConnell has decided to retire, as well as a session update. Deric also spoke about Louisville Young Democrats.By Jazmin Smith and Robert Kahne

1
MacroVoices #468 Darius Dale: Changing World Order 1:15:39

3M ago1:15:39

1:15:39

MacroVoices Erik Townsend & Patrick Ceresna welcome, Darius Dale. They will dive into the data intensive slide deck that Darius is best known for and talk about everything from sticky inflation to the growth outlook. https://bit.ly/4b7KviM 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4hJa0cM ✅Sign up for a FREE 14-day trial at Big Pic…

1
Lots of Bad Bills and A Couple of Good Ones 48:57

3M ago48:57

48:57

This week Robert and Allison Wiseman talked about the JCPS superintendent search as well as several bills making their way through the legislature.By Jazmin Smith and Robert Kahne

1
MacroVoices #467 Jim Bianco: The Mar-a-Lago Accord 1:22:27

4M ago1:22:27

1:22:27

MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They’ll discuss Jim’s opinions on the new ‘Mar-a-Lago Accord,’ which he and others speculate could represent the new monetary world order being considered by the Trump administration. https://bit.ly/4kbt7On 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/41fAmNq ✅Sign up fo…

1
Session Catch-Up 46:13

4M ago46:13

46:13

This week Robert and Jazmin went over several updates about the 2025 legislative session, and a few more quick hits.By Jazmin Smith and Robert Kahne

1
MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better 1:03:35

4M ago1:03:35

1:03:35

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0 ✅S…

1
Pam Stevenson Running For US Senate, Mitch McConnell on 60 Minutes, and Bourbon Tariffs 37:49

4M ago37:49

37:49

This week Jazmin explained a plethora of news stories and Robert went in depth about the impact of potential tariffs on the bourbon industry.By Jazmin Smith and Robert Kahne

1
MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0 1:07:57

4M ago1:07:57

1:07:57

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Rory Johnston. They discuss everything crude oil - from the current fundamental landscape and the impact of Trump’s tariff policies to why crude quality remains crucial and where refineries can source the heavy blend stock needed to process U.S. shale oil. https://bit.ly/42z5yIQ ⚫ Follow Ror…

1
Dustin Reinstedler Interview, Trump Administration Impacts, and Understanding Mitch McConnell 1:04:56

4M ago1:04:56

1:04:56

This week on the show Robert and Jazmin interviewed Kentucky AFL-CIO President Dustin Reinstedler about his role, the role of AFL-CIO in Kentucky, and about the labor movement in Kentucky. Before that, Jazmin went over how the new Trump administration is already impacting Kentuckians, and Robert did a deep dive into Mitch McConnell and his role in …

1
MacroVoices #464 Michael Every: Lines on Maps vs Lines on Screens 1:07:53

4M ago1:07:53

1:07:53

MacroVoices Erik Townsend & Patrick Ceresna welcome, Chief Market Strategist Michael Every. They discuss why Michael thinks Volatility will be at the centre of the Trump 2.0 Presidency, and that when global leaders start moving lines on maps, we should expect some big moves in the lines on our financial charts. https://bit.ly/40JBhp9 ⚫ Follow Micha…

1
Leader Pamela Stevenson Interview, Students Suing the Legislature, and Metro Council Shenanegans 55:50

4M ago55:50

55:50

This week Robert and Jazmin talked about two major issues: the student voice team suing the legislature about the adequacy of the education system, and the surprising election of a Metro Council President. Afterwards, Robert sits down with Pamela Stevenson to talk about her first term as Democratic leader in the Kentucky House.…

1
MacroVoices #463 Izabella Kaminska: On Why Markets Aren’t Getting The Signal 1:13:51

5M ago1:13:51

1:13:51

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Izabella Kaminska. They discuss the evolving landscape of the media and the ripple effects of Bidenomics to the spread of populism across Europe. https://bit.ly/4h00sd4 ⚫ Follow Izabella on X: @izakaminska 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3C9qMSO ✅Sign up for a FREE…

1
The First Week of Session / FOP and the Consent Decree 38:31

5M ago38:31

38:31

This week Robert and Jazmin discussed the first week of the session, which included a vote on one bill and the introduction of both HB 1 and 2, as well as the Louisville Police Union's opposition to the consent decree involving the DOJ and LMPDBy Jazmin Smith and Robert Kahne

1
MacroVoices #462 Luke Gromen: 2025 Outlook 1:00:28

5M ago1:00:28

1:00:28

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Luke Gromen. They’ll explore the outlook for the new year and examine its implications for macroeconomics and markets, covering everything from the dollar and treasury yields to bitcoin and precious metals. https://bit.ly/3WdsysV ⚫ Follow Luke on X: https://x.com/LukeGromen 🔻Download Big Pic…

1
Major Supreme Court Decision About Louisville, and the Start of the Session 41:32

5M ago41:32

41:32

The legislative session began today, but the big news discussed on this show happened over the break, when the Supreme Court of Kentucky made a significant decision about how the legislature could make rules specifically for Louisville.By Jazmin Smith and Robert Kahne

1
MacroVoices #461 Thomas Jam Pedersen: Nuclear Fuels and Fuel Cycles For Energy Transition 1:55:00

5M ago1:55:00

1:55:00

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Thomas Jam Pedersen for the second instalment of this year’s long-form episodes. This week they’ll be taking a deep dive into nuclear fuels and fuel cycles, exploring critical topics such as the economics of Thorium-based nuclear power compared to traditional Uranium-fired reactors. https://…

1
MacroVoices #460 Thomas Jam Pedersen: Advanced Nuclear Reactor Designs For Energy Transition 1:57:33

5M ago1:57:33

1:57:33

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Copenhagen Atomics Founder, Thomas Jam Pedersen. This episode is the first of two special holiday editions featuring extended double-length interviews. In this in-depth discussion, we explore Advanced Nuclear Energy Technologies and their critical role in driving the emerging Nuclear Rena…

1
MacroVoices #459 Robert Kahn: Looking Ahead To 2025 Geopolitics & Markets 1:11:16

5M ago1:11:16

1:11:16

MacroVoices hosts Erik Townsend and Patrick Ceresna welcome, Robert Kahn. They’ll dive into four key geopolitical issues currently shaping the global investment landscape: Trump 2.0, China, the Russia-Ukraine conflict, and the Israel-Gaza-Iran nexus. Robert will share expert insights on how these major events are influencing financial markets and w…

1
LMPD Consent Decree 41:10

5M ago41:10

41:10

This week, Jazmin brings us the news about the LMPD consent decree and Robert talks about the rest of the news. There will be no show for the next two weeks -- enjoy the holiday!By Jazmin Smith and Robert Kahne

1
MacroVoices #458 David Rosenberg: Lament of A Bear 1:09:31

6M ago1:09:31

1:09:31

MacroVoices Erik Townsend & Patrick Ceresna welcome back, David Rosenberg. They’ll discuss his recent piece, “Lament of a Bear,” where he acknowledges his past skepticism of the stock bull market hasn’t held up. He explains why he’s reconsidering his outlook, factoring in AI and other emerging trends. https://bit.ly/3ZNxjvn ⚫ Follow David on X: htt…

1
Jazmin and Allison discuss the JCPS Task Force and Other Things 33:38

6M ago33:38

33:38

This week Jazmin and Allison Wiseman got together to discuss several items including the task force which may some day break up JCPS.By Jazmin Smith and Robert Kahne

1
MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better 1:10:58

6M ago1:10:58

1:10:58

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm ⚫ Follow Justin on X: https://www.x.com/Uranium…

1
Logan Gatti Co-hosts, Medical Marijuana Starts, Cops & JCPS, plus more 1:02:44

6M ago1:02:44

1:02:44

This week Logan Gatti joined Robert to talk about the Louisville Democratic Party, and the pair talked about the news of the week.By Jazmin Smith and Robert Kahne

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