PODCAST · business
KayneCast: Kayne Anderson Rudnick’s Podcast Channel
by Kayne Anderson Rudnick Investment Management
KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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