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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

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  1. 316

    Looking Beyond Market Momentum (Episode #319: MCC Review of Q2 2026)

    In episode 319 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the second quarter of 2026.

  2. 315

    Positioning for AI’s Next Phase of Value Creation (Episode #318: LCG Review of Q2 2026)

    In episode 318 of KayneCast, Chris Armbruster, Portfolio Manager of Kayne Anderson Rudnick’s Large Cap Growth strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Large Cap Growth Portfolio in the second quarter of 2026.

  3. 314

    Quality at a Discount (Episode #317: ISC Review of Q2 2026)

    In episode 317 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the second quarter of 2026.

  4. 313

    Episode #89: Global Dividend Yield Review of Q2 2019

    In episode 89 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s the performance of KAR’s Global Dividend Yield Portfolio in the second quarter of 2019.

  5. 312

    Shifting Circuits Across AI Market Leadership (Episode #316: Market Review of Q2 2026)

    In episode 316 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the second quarter of 2026, and the firm's outlook for the rest of the year.

  6. 311

    AI Fear and Factor Rotations Collide (Episode #315: MCG Review of Q1 2026)

    In episode 315 of KayneCast, Noran Eid, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the first quarter of 2026.

  7. 310

    Sell Now – Ask Questions Later (Episode #314: MCC Review of Q1 2026)

    In episode 314 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the first quarter of 2026.

  8. 309

    Navigating Volatility Without Chasing Energy (Episode #313: SCC Review of Q1 2026)

    In episode 313 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the first quarter of 2026.

  9. 308

    Oil Shock and Market Rotation (Episode #312: SCQV Review of Q1 2026)

    In episode 312 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the first quarter of 2026.

  10. 307

    Volatility Up, Quality Still Central (Episode #311: SMID Review of Q1 2026)

    In episode 311 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the first quarter of 2026.

  11. 306

    Agentic AI and the Economics of Software (Episode #310: LCG Review of Q1 2026)

    In episode 310 of KayneCast, Chris Armbruster, Portfolio Manager of Kayne Anderson Rudnick’s Large Cap Growth strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Large Cap Growth Portfolio in the first quarter of 2026.

  12. 305

    Applying a Cautious Playbook to AI and Asia Tech (Episode #309: ISC Review of Q1 2026)

    In episode 309 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the first quarter of 2026.

  13. 304

    Markets in Transition: War, AI, and Shifting Leadership (Episode #308: Market Review of Q1 2026)

    In episode 308 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2026, and the firm's outlook for the rest of the year.

  14. 303

    Finding Quality Amid a Fast Moving Market (Episode #307: SCC Review of Q4 2025)

    In episode 307 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the fourth quarter of 2025.

  15. 302

    Narratives Versus Fundamentals (Episode #306: SCQV Review of Q4 2025)

    In episode 306 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the fourth quarter of 2025.

  16. 301

    Beyond the Risk On Rally (Episode #305: SMID Review of Q4 2025)

    In episode 305 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the fourth quarter of 2025.

  17. 300

    When Business Momentum Outruns Quality (Episode #304: MCG Review of Q4 2025)

    In episode 304 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the fourth quarter of 2025.

  18. 299

    When Currencies Do the Heavy Lifting (Episode #303: ISC Review of Q4 2025)

    In episode 303 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the fourth quarter of 2025.

  19. 298

    Momentum’s Mixed Signals (Episode #302: MCC Review of Q4 2025)

    In episode 302 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the fourth quarter of 2025.

  20. 297

    Conviction, Not FOMO (Episode #301: Market Review of Q4 2025)

    In episode 301 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2025, and the firm's outlook for the rest of the year.

  21. 296

    Unexpected Gains Amidst Challenges (Episode #300: MCC Review of Q3 2025)

    In episode 300 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the third quarter of 2025.

  22. 295

    AI’s Supporting Cast (Episode #299: ISC Review of Q3 2025)

    In episode 299 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the third quarter of 2025.

  23. 294

    Will Growth Keep Surprising Us? (Episode #298: SMID Review of Q3 2025)

    In episode 298 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the third quarter of 2025.

  24. 293

    AI Growth Isn’t One Size Fits All (Episode #297: MCG Review of Q3 2025)

    In episode 297 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the third quarter of 2025.

  25. 292

    Eyes on AI Infrastructure (Episode #296: SCC Review of Q3 2025)

    In episode 296 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the third quarter of 2025.

  26. 291

    Can Earnings Keep Up? (Episode #295: SCQV Review of Q3 2025)

    In episode 295 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the third quarter of 2025.

  27. 290

    Low Quality Makes a Play: Can the Rally Hold? (Episode #294: Market Review of Q3 2025)

    In episode 294 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2025, and the firm's outlook for the rest of the year.

  28. 289

    A Moving Target (Episode #293: SCC Review of Q2 2025)

    In episode 293 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the second quarter of 2025.

  29. 288

    The Low Quality Storm (Episode #292: MCC Review of Q2 2025)

    In episode 292 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the second quarter of 2025.

  30. 287

    Making Cents of the Weakening Dollar (Episode #291: ISC Review of Q2 2025)

    In episode 291 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the second quarter of 2025.

  31. 286

    Never a Dull Moment (Episode #290: MCG Review of Q2 2025)

    In episode 290 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the second quarter of 2025.

  32. 285

    Too Early to Tell (Episode #289: SCQV Review of Q2 2025)

    In episode 289 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the second quarter of 2025.

  33. 284

    Meeting the Bar – For Now (Episode #288: SMID Review of Q2 2025)

    In episode 288 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the second quarter of 2025.

  34. 283

    The Tariff Recoil: True Rally or Reflex? (Episode #287: Market Review of Q2 2025)

    In episode 287 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the second quarter of 2025, and the firm's outlook for the rest of the year.

  35. 282

    Tariffs Du-Jour (Episode #286: MCC Review of Q1 2025)

    In episode 286 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the first quarter of 2025.

  36. 281

    No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025)

    In episode 285 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the first quarter of 2025.

  37. 280

    Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025)

    In episode 284 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the first quarter of 2025.

  38. 279

    Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)

    In episode 283 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the first quarter of 2025.

  39. 278

    Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)

    In episode 282 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the first quarter of 2025.

  40. 277

    Where is the Path Forward? (Episode #281: MCG Review of Q1 2025)

    In episode 281 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the first quarter of 2025.

  41. 276

    Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)

    In episode 280 of KayneCast, Hyung Kim, Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the first quarter of 2025.

  42. 275

    A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)

    In episode 279 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2025, and the firm's outlook for the rest of the year.

  43. 274

    Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024)

    In episode 278 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the fourth quarter of 2024.

  44. 273

    Tempered Optimism (Episode #277: MCC Review of Q4 2024)

    In episode 277 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the fourth quarter of 2024.

  45. 272

    A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024)

    In episode 276 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2024, and the firm's outlook for the rest of the year.

  46. 271

    The Cost of Confidence (Episode #275: ISC Review of Q4 2024)

    In episode 275 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the fourth quarter of 2024.

  47. 270

    Turning on a Dime, or Rather Two Quarter-Points (Episode #274: GDY Review of Q4 2024)

    In episode 274 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the fourth quarter of 2024.

  48. 269

    A Varied Landscape (Episode #273: SMID Review of Q4 2024)

    In episode 273 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the fourth quarter of 2024.

  49. 268

    Are We Paying Too Much? (Episode #272: SCQV Review of Q4 2024)

    In episode 272 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the fourth quarter of 2024.

  50. 267

    Will Animal Spirits Drive the Market? (Episode #271: MCG Review of Q4 2024)

    In episode 271 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the fourth quarter of 2024.

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ABOUT THIS SHOW

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

HOSTED BY

Kayne Anderson Rudnick Investment Management

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KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

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