KayneCast: Kayne Anderson Rudnick’s Podcast Channel
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.