KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Business & Finance
About
KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management
Episodes
- AI Fear and Factor Rotations Collide (Episode #315: MCG Review of Q1 2026)
In KayneCast Episode 315, Noran Eid, Co-Portfolio Manager and Senior Research Analyst, reviews the performance of Kayne Anderson Rudnick's Mid Cap Growth Portfolio for the first quarter of 2026, addressing AI fear and factor rotations.
- 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, reviews the performance of the Mid Cap Core Portfolio in the first quarter of 2026.
- Navigating Volatility Without Chasing Energy (Episode #313: SCC Review of Q1 2026)
In KayneCast episode 313, Co-Portfolio Manager Jon Christensen reviews the performance of the KAR Small Cap Core Portfolio during the first quarter of 2026. The discussion focuses on navigating market volatility.
- Oil Shock and Market Rotation (Episode #312: SCQV Review of Q1 2026)
Episode 312 of KayneCast features Julie Kutasov, Portfolio Manager and Senior Research Analyst, reviewing the Small Cap Quality Value Portfolio’s Q1 2026 performance.
- 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 for Kayne Anderson Rudnick’s Small-Mid Cap Core strategy, reviews the portfolio's performance in the first quarter of 2026, discussing increased vola…
- 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 qua…
- 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 fi…
- 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 yea…
- 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 quar…
- 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 Q…
- 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 Co…
- 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 quart…
- 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 fo…
- 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…
- 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 ye…
- 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 o…
- 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 th…
- 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 Co…
- 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 quarte…
- 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 quart…
- 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 Q…
- 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 yea…
- 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 quar…
- 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…
- 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 se…
- 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 quart…
- 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 Q…
- 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 Co…
- 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 ye…
- 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 o…
- 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 Q…
- 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 quart…
- 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 i…
- 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 Co…
- 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 quarte…
- 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 fi…
- 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 yea…
- 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 quar…
- 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…
- 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 ye…
- 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 Portfol…
- 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 i…
- 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 Co…
- 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 Q…
- 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 quart…
- What Will Be the New Normal for Interest Rates? (Episode #270: GDY Review of Q3 2024)
In episode 270 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 i…
- The Other Side of the Same Coin (Episode #269: ISC Review of Q3 2024)
In episode 269 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 Portfol…
- Are We Hitting an Inflection Point in Growth Trajectories? (Episode #268: MCG Review of Q3 2024)
In episode 268 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 quarte…
- A Change in Direction (Episode #267: SMID Review of Q3 2024)
In episode 267 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 Co…
- This Quarter Was Different (Episode #266: SCQV Review of Q3 2024)
In episode 266 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 Q…