All Episodes
KayneCast: Kayne Anderson Rudnick’s Podcast Channel — 320 episodes
Looking Beyond Market Momentum (Episode #319: MCC Review of Q2 2026)
Positioning for AI’s Next Phase of Value Creation (Episode #318: LCG Review of Q2 2026)
Quality at a Discount (Episode #317: ISC Review of Q2 2026)
Episode #89: Global Dividend Yield Review of Q2 2019
Shifting Circuits Across AI Market Leadership (Episode #316: Market Review of Q2 2026)
AI Fear and Factor Rotations Collide (Episode #315: MCG Review of Q1 2026)
Sell Now – Ask Questions Later (Episode #314: MCC Review of Q1 2026)
Navigating Volatility Without Chasing Energy (Episode #313: SCC Review of Q1 2026)
Oil Shock and Market Rotation (Episode #312: SCQV Review of Q1 2026)
Volatility Up, Quality Still Central (Episode #311: SMID Review of Q1 2026)
Agentic AI and the Economics of Software (Episode #310: LCG Review of Q1 2026)
Applying a Cautious Playbook to AI and Asia Tech (Episode #309: ISC Review of Q1 2026)
Markets in Transition: War, AI, and Shifting Leadership (Episode #308: Market Review of Q1 2026)
Finding Quality Amid a Fast Moving Market (Episode #307: SCC Review of Q4 2025)
Narratives Versus Fundamentals (Episode #306: SCQV Review of Q4 2025)
Beyond the Risk On Rally (Episode #305: SMID Review of Q4 2025)
When Business Momentum Outruns Quality (Episode #304: MCG Review of Q4 2025)
When Currencies Do the Heavy Lifting (Episode #303: ISC Review of Q4 2025)
Momentum’s Mixed Signals (Episode #302: MCC Review of Q4 2025)
Conviction, Not FOMO (Episode #301: Market Review of Q4 2025)
Unexpected Gains Amidst Challenges (Episode #300: MCC Review of Q3 2025)
AI’s Supporting Cast (Episode #299: ISC Review of Q3 2025)
Will Growth Keep Surprising Us? (Episode #298: SMID Review of Q3 2025)
AI Growth Isn’t One Size Fits All (Episode #297: MCG Review of Q3 2025)
Eyes on AI Infrastructure (Episode #296: SCC Review of Q3 2025)
Can Earnings Keep Up? (Episode #295: SCQV Review of Q3 2025)
Low Quality Makes a Play: Can the Rally Hold? (Episode #294: Market Review of Q3 2025)
A Moving Target (Episode #293: SCC Review of Q2 2025)
The Low Quality Storm (Episode #292: MCC Review of Q2 2025)
Making Cents of the Weakening Dollar (Episode #291: ISC Review of Q2 2025)
Never a Dull Moment (Episode #290: MCG Review of Q2 2025)
Too Early to Tell (Episode #289: SCQV Review of Q2 2025)
Meeting the Bar – For Now (Episode #288: SMID Review of Q2 2025)
The Tariff Recoil: True Rally or Reflex? (Episode #287: Market Review of Q2 2025)
Tariffs Du-Jour (Episode #286: MCC Review of Q1 2025)
No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025)
Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025)
Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)
Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)
Where is the Path Forward? (Episode #281: MCG Review of Q1 2025)
Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)
A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)
Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024)
Tempered Optimism (Episode #277: MCC Review of Q4 2024)
A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024)
The Cost of Confidence (Episode #275: ISC Review of Q4 2024)
Turning on a Dime, or Rather Two Quarter-Points (Episode #274: GDY Review of Q4 2024)
A Varied Landscape (Episode #273: SMID Review of Q4 2024)
Are We Paying Too Much? (Episode #272: SCQV Review of Q4 2024)
Will Animal Spirits Drive the Market? (Episode #271: MCG Review of Q4 2024)
What Will Be the New Normal for Interest Rates? (Episode #270: GDY Review of Q3 2024)
The Other Side of the Same Coin (Episode #269: ISC Review of Q3 2024)
Are We Hitting an Inflection Point in Growth Trajectories? (Episode #268: MCG Review of Q3 2024)
A Change in Direction (Episode #267: SMID Review of Q3 2024)
This Quarter Was Different (Episode #266: SCQV Review of Q3 2024)
Small Cap Unswing (Episode #265: SCC Review of Q3 2024)
The Bigger Picture (Episode #264: MCC Review of Q3 2024)
A Balancing Act (Episode #263: Market Review of Q3 2024)
Divergence of Returns (Episode #262: ISC Review of Q2 2024)
Big Players Thrive (Episode #261: GDY Review of Q2 2024)
Investors Flocked to Companies with Robust Growth Outlook (Episode #260: SMID Review of Q2 2024)
Growth Rates Normalize (Episode #259: SCQV Review of Q2 2024)
The Stakes are High for Mega Caps to Stay Relevant (Episode #258: MCG Review of Q2 2024)
Reading Beyond the Headlines (Episode #257: MCC Review of Q2 2024)
A Game of Cat and Mouse (Episode #256: SCC Review of Q2 2024)
Conflicting Data Adds More Noise Than Signal (Episode #255: Market Review of Q2 2024)
Valuation Matters (Episode #254: ISC Review of Q1 2024)
The Powell Pivott (Episode #253: MCG Review of Q1 2024)
Magnificent Seven or Fab Four? (Episode #252: MCC Review of Q1 2024)
Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)
When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)
Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)
Positive Sentiment for Small Caps Spills Over into Q1 2024 (Episode #248: SCC Review of Q1 2024)
Strength in the Equity Markets Continues (Episode #247: Market Review of Q1 2024)
Tech Stocks and Financial Sector Deliver a Strong Quarter (Episode #246: GDY Review of Q4 2023)
Recession Fears Eased in 2023 (Episode #245: ISC Review of Q4 2023)
Poised for Reaccelerated Growth in 2024? (Episode #244: MCG Review of Q4 2023)
2023 Favored Low Quality (Episode #243: MCC Review of Q4 2023)
Small Caps Recover in 2023 (Episode #242: SCC Review of Q4 2023)
Prospects of Rate Hike Stability Sparks Market Rally (Episode #241: SMID Review of Q4 2023)
Growing Investor Confidence in Stable Interest Rates (Episode #240: SCQV Review of Q4 2023)
Equity Markets End 2023 Strong (Episode #239: Market Review of Q4 2023)
Q3 International Markets Rocked by Rising Interest Rates (Episode #238: ISC Review of Q3 2023)
Cyclical Stocks Thrive in a Difficult Market (Episode #237: GDY Review of Q3 2023)
The Mid Cap See-saw: YTD Ups and Downs (Episode #236: MCC Review of Q3 2023)
Swings in Small Cap Equity (Episode #235: SCC Review of Q3 2023)
Oil and Energy Dominate Q3 (Episode #234: SMID Review of Q3 2023)
Elevated Inflation Rates Impact Consumer Spending (Episode #233: SCQV Review of Q3 2023)
Growth Stocks Take a Breather in Q3 (Episode #232: MCG Review of Q3 2023)
Equity Markets Pullback in Q3 2023 (Episode #231: Market Review of Q3 2023)
Eurozone Small Cap Stocks Rebound after Dismal 2022 Performance (Episode #230: ISC Review of Q2 2023)
Equities Surge in Q2 2023 (Episode #229: MCC Review of Q2 2023)
Mega Cap Stocks Drive Market in Q2,2023 (Episode #228: GDY Review of Q2 2023)
Adding Value with Global Small Cap (Episode #227)
Bullish Market Defies Expectations (Episode #226: MCG Review of Q2 2023)
Small Cap Equities Realize Gains in Q2 2023 (Episode #225: SCC Review of Q2 2023)
AI Boom Impacts Small-Mid Cap Equities in Q2 2023 (Episode #224: SMID Review of Q2 2023)
Renewed Investor Confidence Rises as Recession Fears Abate (Episode #223: SCQV Review of Q2 2023)
Q2 2023 Market Excited by AI Buzz (Episode #222: Market Review of Q2 2023)
Finding Longevity in Small Cap Growth (Episode #221)
Q1 2023 Stock Market Weathers Historic Banking Crisis (Episode #220: MCG Review of Q1 2023)
Recession Fears and High-Interest Rates Impact Q1 2023 Global Dividend Funds (Episode #219: GDY Review of Q1 2023)
International Investing Responds to Q1 2023 Banking Crisis (Episode #218: ISC Review of Q1 2023)
Mid Cap Stocks Endure Banking Crisis and Increased Volatility During Q1 2023 (Episode #217: MCC Review of Q1 2023)
Inflation and Banking Crisis Impact the 2023 Stock Market Outlook (Episode #216: SCC Review of Q1 2023)
Banking Crisis Rattles Small Mid Cap Outlook (Episode #215: SMID Review of Q1 2023)
A Wild Ride through Banking Crises and Inflation Concerns (Episode #214: SCQV Review of Q1 2023)
Three Years in Three Months (Episode #213: Market Review of Q1 2023)
Mid Cap Stocks Survive Roller Coaster Ride in 2022 (Episode #212: MCC Review of Q4 2022)
Q4 2022 Ends a Wild Year on a Positive Note for Small Cap Stocks (Episode #211: SCC Review of Q4 2022)
KAR Global Dividend Yield Strategy Prepared for Possible Recession (Episode #210: GDY Review of Q4 2022)
Economic Slowdown Impacts Q4 2022 Small Cap Investing, But Create Opportunities (Episode #209: ISC Review of Q4 2022)
Mid Cap Growth Opportunities to Increase in 2023 (Episode #208: MCG Review of Q4 2022)
Small Cap Equities Show Signs of Recovery (Episode #207: SCQV Review of Q4 2022)
Good News, Bad News – A Look Back at 4Q22 (Episode #206: Market Review of Q4 2022)
Early Signs of Market Recovery Dashed by Inflationary Fears in Q3 2022 (Episode #205: Long Short Review of Q3 2022)
Poorly Performing Equity Markets May Provide Opportunity in Q3 2022 (Episode #204: ISC Review of Q3 2022)
Interest Rate Increases Impact Global Dividend Stocks in Q3 2022 (Episode #203: GDY Review of Q3 2022)
Mid Cap Index Takes Some Punches in Q3 2022 (Episode #202: MCC Review of Q3 2022)
Small Cap Core Investing Strategies for Weakened Economies (Episode #201: SCC Review of Q3 2022)
Weathering the Volatility of Mid Cap Growth Portfolios in Q3 2022 (Episode #200: MCG Review of Q3 2022)
Inflationary Pressures Dominate the Q3 Small Cap Quality Value Review (Episode #199: SCQV Review of Q3 2022)
Recession Fears Impact Small-Mid Cap Outlook for Q3 2022 (Episode #198: SMID Review of Q3 2022)
Hiking in a Bear Market (Episode #197: Market Review of Q3 2022)
Geopolitical Pressure and Central Bank Tightening Impact Small Cap Investing (Episode #196: ISC Review of Q2 2022)
Slowing Economic Growth and Inflation Dominate Small Cap Quality Value Outlook (Episode #195: SCQV Review of Q2 2022)
A Flight to Quality? (Episode #194: SMID Review of Q2 2022)
Long-Short Investments Volatile in Expectation of Recession (Episode #193: Long Short Review of Q2 2022)
Inflationary Pressures Impact Mid Cap Growth Equity Outlook (Episode #192: MCG Review of Q2 2022)
Global Dividend Yield Portfolio Performs Well Despite Recession Fears (Episode #191: GDY Review of Q2 2022)
Mid Caps Gain on Relative Performance in Q2 2022 (Episode #190: MCC Review of Q2 2022)
Small Cap Core Stocks Yield Negative Returns in Q2 2022 (Episode #189: SCC Review of Q2 2022)
The Bear is Awake (Episode #188: Market Review of Q2 2022)
Episode #187: Mid Cap Growth Review of Q1 2022
Episode #186: Global Dividend Yield Review of Q1 2022
Episode #185: International Small Cap Review of Q1 2022
Episode #184: Mid Cap Core Review of Q1 2022
Episode #183: Small Cap Core Review of Q1 2022
Episode #182: Small Cap Quality Value Review of Q1 2022
Episode #181: Small-Mid Cap Core Review of Q1 2022
Episode #180: Market Review of Q1 2022
Episode #179: International Small Cap Review of Q4 2021
Episode #178: Mid Cap Core Review of Q4 2021
Episode #177: Small Cap Core Review of Q4 2021
Episode #176: Long Short Review of Q4 2021
Episode #175: Mid Cap Growth Review of Q4 2021
Episode #174: Global Dividend Yield Review of Q4 2021
Episode #173: Small-Mid Cap Core Review of Q4 2021
Episode #172: Small Cap Quality Value Review of Q4 2021
Episode #171: Market Review of Q4 2021
Episode #170: Global Dividend Yield Review of Q3 2021
Episode #169: International Small Cap Review of Q3 2021
Episode #168: Long Short Review of Q3 2021
Episode #167: Mid Cap Core Review of Q3 2021
Episode #166: Small Cap Core Review of Q3 2021
Episode #165: Mid Cap Growth Review of Q3 2021
Episode #164: Small Cap Quality Value Review of Q3 2021
Episode #163: Small-Mid Cap Core Review of Q3 2021
Episode #162: Market Review of Q3 2021
Episode #161: Global Dividend Yield Review of Q2 2021
Episode #160: International Small Cap Review of Q2 2021
Episode #159: Mid Cap Core Review of Q2 2021
Episode #158: Small Cap Core Review of Q2 2021
Episode #157: Small Cap Quality Value Review of Q2 2021
Episode #156: Small-Mid Cap Core Review of Q2 2021
Episode #155: Mid Cap Growth Review of Q2 2021
Episode #154: Market Review of Q2 2021
Episode #153: Long Short Review of Q1 2021
Episode #152: International Small Cap Review of Q1 2021
Episode #151: Global Dividend Yield Review of Q1 2021
Episode #150: Mid Cap Core Review of Q1 2021
Episode #149: Small Cap Core Review of Q1 2021
Episode #148: Mid Cap Growth Review of Q1 2021
Episode #147: Small Cap Quality Value Review of Q1 2021
Episode #146: Small-Mid Cap Core Review of Q1 2021
Episode #145: Market Review of Q1 2021
Episode #144: Long Short Review of Q4 2020
Episode #143: Small Cap Core Review of Q4 2020
Episode #142: Mid Cap Core Review of Q4 2020
Episode #141: International Small Cap Review of Q4 2020
Episode #140: Small Cap Quality Value Review of Q4 2020
Episode #139: Small-Mid Cap Core Review of Q4 2020
Episode #138: Global Dividend Yield Review of Q4 2020
Episode #137: Mid Cap Growth Review of Q4 2020
Episode #136: Market Review of Q4 2020
Episode #135: International Small Cap Review of Q3 2020
Episode #134: Mid Cap Core Review of Q3 2020
Episode #133: Small Cap Core Review of Q3 2020
Episode #132: Small-Mid Cap Core Review of Q3 2020
Episode #131: Global Dividend Yield Review of Q3 2020
Episode #130: Mid Cap Growth Review of Q3 2020
Episode #129: Small Cap Quality Value Review of Q3 2020
Episode #128: Market Review of Q3 2020
Episode #127: Long Short Review of Q2 2020
Episode #126: Mid Cap Core Review of Q2 2020
Episode #125: Small Cap Core Review of Q2 2020
Episode #124: Mid Cap Growth Review of Q2 2020
Episode #123: Small Cap Quality Value Review of Q2 2020
Episode #122: Global Dividend Yield Review of Q2 2020
Episode #121: Small-Mid Cap Core Review of Q2 2020
Episode #120: International Small Cap Review of Q2 2020
Episode #119: Market Review of Q2 2020
Episode #118: Market Review of Q1 2020
Episode #117: Recent Market Volatility and a Review of the KAR Long Short Portfolio
Episode #116: Recent Market Volatility and a Review of the KAR International Small Cap Portfolio
Episode #115: Recent Market Volatility and a Review of the KAR Small Cap Growth Portfolio
Episode #114: Recent Market Volatility and a Review of the KAR Small Cap Quality Value Portfolio
Episode #113: Recent Market Volatility and a Review of the KAR Mid Cap Growth Portfolio
Episode #112: Recent Market Volatility and a Review of the KAR Mid Cap Core Portfolio
Episode #111: Recent Market Volatility and a Review of the KAR Small-Mid Cap Core Portfolio
Episode #110: Recent Market Volatility and a Review of the KAR Small Cap Core Portfolio
Episode #109: Small-Mid Cap Core Review of Q4 2019
Episode #108: Global Dividend Yield Review of Q4 2019
Episode #107: Mid Cap Core Review of Q4 2019
Episode #106: International Small Cap Review of Q4 2019
Episode #105: Small Cap Quality Value Review of Q4 2019
Episode #104: Small Cap Core Review of Q4 2019
Episode #103: Market Review of Q4 2019
Episode #102: Global Dividend Yield Review of Q3 2019
Episode #101: Small-Mid Cap Core Review of Q3 2019
Episode #100: International Small Cap Review of Q3 2019
Episode #99: Mid Cap Core Review of Q3 2019
Episode #98: Small Cap Quality Value Review of Q3 2019
Episode #97: Small Cap Core Review of Q3 2019
Episode #96: Market Review of Q3 2019
Episode #95: Fixed Income Volume 6
Episode #94: Fixed Income Volume 5
Episode #93: Fixed Income Volume 4
Episode #92: Fixed Income Volume 3
Episode #91: Fixed Income Volume 2
Episode #90: Fixed Income Volume 1
Episode #89: Global Dividend Yield Review of Q2 2019
Episode #88: Small Mid Cap Core Review of Q2 2019
Episode #87: Mid Cap Core Review of Q2 2019
Episode #86: International Small Cap Review of Q2 2019
Episode #85: Small Cap Quality Value Review of Q2 2019
Episode #84: Small Cap Core Review of Q2 2019
Episode #83: Market Review of Q2 2019
Episode #82: International Small Cap Review of Q1 2019
Episode #81: Global Dividend Yield Review of Q1 2019
Episode #80: Small Mid Cap Core Review of Q1 2019
Episode #79: Small Cap Quality Value Review of Q1 2019
Episode #78: Mid Cap Core Review of Q1 2019
Episode #77: Small Cap Core Review of Q1 2019
Episode #76: Market Review of Q1 2019
Episode #75: International Small Cap Review of Q4 2018
Episode #74: Global Dividend Yield Review of Q4 2018
Episode #73: Small Mid Cap Core Review of Q4 2018
Episode #72: Small Cap Quality Value Review of Q4 2018
Episode #71: Mid Cap Core Review of Q4 2018
Episode #70: Small Cap Core Review of Q4 2018
Episode #69: Market Review of Q4 2018
Episode #68: Global Dividend Yield Review of Q3 2018
Episode #67: Mid Cap Core Review of Q3 2018
Episode #66: Small Mid Cap Core Review of Q3 2018
Episode #65: Small Cap Quality Value Review of Q3 2018
Episode #64: Small Cap Core Review of Q3 2018
Episode #63: Market Review of Q3 2018, and an Outlook for the Rest of 2018
Episode #62: Market Review of the 2018 Second Quarter and an Outlook for 2018
Episode #61: Small Cap Core 2018 Second Quarter Review
Episode #60: Small Cap Quality Value 2018 Second Quarter Review
Episode #59: Small Cap Quality Value 2017 Fourth Quarter Review
Episode #58: Small Cap Core 2017 Fourth Quarter Review
Episode #57: Market Review of 2017 and an Outlook for 2018
Episode #56: Small Cap Sustainable Growth 2017 Third Quarter Review
Episode #55: Small Cap Quality Value 2017 Third Quarter Review
Episode #54: Small Cap Core 2017 Third Quarter Review
Episode #53: Market Review of Q3 2017, and an Outlook for the Rest of 2017
Episode #52: Small Cap Core 2017 Second Quarter Review
Episode #51: Market Review of Q2 2017, and an Outlook for the Rest of 2017
Episode #50: Small Cap Quality Value 2017 First Quarter Review
Episode #49: Small Cap Core 2017 First Quarter Review
Episode #48: Market Review of Q1 2017, and an Outlook for the Rest of 2017
Episode #47: Small Cap Quality Value 2016 Fourth Quarter Review
Episode #46: Small Cap Core 2016 Fourth Quarter Review
Episode #45: Market Review of 2016 and an Outlook for 2017
Episode #44: Small Cap Quality Value 2016 Third Quarter Review
Episode #43: The Potential Economic Implications of a Trump Presidency
Episode #42: Small Cap Core 2016 Third Quarter Review
Episode #41: Market Review of Q3 2016, and an Outlook for the Rest of 2016
Episode #40: Small Cap Quality Value 2016 Second Quarter Review
Episode #39: Small Cap Core 2016 Second Quarter Review
Episode #38: Market Review of Q2 2016, and an Outlook for the Rest of 2016
Episode #37: CIO Commentary on the Brexit Vote
Episode #36: Small Cap Quality Value 2016 First Quarter Review
Episode #35: Small Cap Core 2016 First Quarter Review
Episode #34: Market Review of Q1 2016, and an Outlook for the Rest of 2016
Episode #33: Global Dividend Yield 2015 Fourth Quarter Review
Episode #32: Commentary on the Recent Market Volatility in the Chinese Stock Market
Episode #31: Small Cap Quality Value 2015 Fourth Quarter Review
Episode #30: Small Cap Core 2015 Fourth Quarter Review
Episode #29: CIO Commentary on Recent Market Volatility
Episode #28: Small Cap Quality Value 2015 Third Quarter Review
Episode #27: Small Cap Core 2015 Third Quarter Review
Episode #26: Market Review of Q3 2015, and an Outlook for the Rest of 2015
Episode #25: CIO on Recent Market Volatility
Episode #24: Small Cap Quality Value 2015 Second Quarter Review
Episode #23: Commentary on the Recent Market Volatility in the Chinese Stock Market
Episode #22: Small Cap Core 2015 Second Quarter Review
Episode #21: CIO Commentary on the Greek Debt Crisis
Episode #20: Small Cap Quality Value 2015 First Quarter Review
Episode #19: Small Cap Core 2015 First Quarter Review
Episode #18: Market Review of Q1 2015, and an Outlook for the rest of 2015
Episode #17: International Small Cap Portfolio
Episode #16: Small Cap Core 2014 Fourth Quarter Review
Episode #15: Small Cap Quality Value 2014 Fourth Quarter Review
Episode #14: Market Review of 2014, and an Outlook for 2015
Episode #13: Small Cap Quality Select 2014 Performance Review
Episode #12: CIO Commentary On Recent Market Volatility
Episode #11: Small Cap Quality Value 2014 Third Quarter Review
Episode #10: Small Cap Core 2014 Third Quarter Review
Episode #9: Small Cap Core 2014 Second Quarter Review
Episode #8: Second Quarter 2014 – Market Review and Outlook
Episode #7: Small Cap Quality Value 2014 Second Quarter Review
Episode #6: Small Cap Quality Select: 2014 First Quarter Review
Episode #5: Small Cap Core Portfolio: 2014 Q1 Review and Outlook
Episode #4: Small Cap Quality Value Portfolio 2014 Q1 Review and Outlook
Episode #3: First Quarter 2014 - Market Review and Outlook
Episode #2: Small Cap Core Portfolio: 2013 Review and 2014 Outlook
Episode #1: 2013 Market Review and 2014 Outlook