All Things Inside Sin City!!
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ISC Consulting Podcasts
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Kayne Anderson Rudnick Investment Management
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KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy ...
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Unexpected Gains Amidst Challenges (Episode #300: MCC Review of Q3 2025)
8:45
8:45
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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.By Kayne Anderson Rudnick Investment Management
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AI’s Supporting Cast (Episode #299: ISC Review of Q3 2025)
13:33
13:33
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13:33
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.By Kayne Anderson Rudnick Investment Management
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Will Growth Keep Surprising Us? (Episode #298: SMID Review of Q3 2025)
10:28
10:28
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10:28
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.By Kayne Anderson Rudnick Investment Management
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AI Growth Isn’t One Size Fits All (Episode #297: MCG Review of Q3 2025)
13:10
13:10
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13:10
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.By Kayne Anderson Rudnick Investment Management
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Eyes on AI Infrastructure (Episode #296: SCC Review of Q3 2025)
9:07
9:07
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9:07
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.By Kayne Anderson Rudnick Investment Management
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Can Earnings Keep Up? (Episode #295: SCQV Review of Q3 2025)
11:08
11:08
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11:08
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.By Kayne Anderson Rudnick Investment Management
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Low Quality Makes a Play: Can the Rally Hold? (Episode #294: Market Review of Q3 2025)
17:32
17:32
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17:32
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.By Kayne Anderson Rudnick Investment Management
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A Moving Target (Episode #293: SCC Review of Q2 2025)
8:40
8:40
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8:40
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.By Kayne Anderson Rudnick Investment Management
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The Low Quality Storm (Episode #292: MCC Review of Q2 2025)
8:30
8:30
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8:30
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.By Kayne Anderson Rudnick Investment Management
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Making Cents of the Weakening Dollar (Episode #291: ISC Review of Q2 2025)
11:51
11:51
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11:51
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.By Kayne Anderson Rudnick Investment Management
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Never a Dull Moment (Episode #290: MCG Review of Q2 2025)
13:12
13:12
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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.By Kayne Anderson Rudnick Investment Management
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Too Early to Tell (Episode #289: SCQV Review of Q2 2025)
10:47
10:47
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10:47
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.By Kayne Anderson Rudnick Investment Management
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Meeting the Bar – For Now (Episode #288: SMID Review of Q2 2025)
10:37
10:37
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10:37
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.By Kayne Anderson Rudnick Investment Management
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The Tariff Recoil: True Rally or Reflex? (Episode #287: Market Review of Q2 2025)
21:03
21:03
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21:03
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.By Kayne Anderson Rudnick Investment Management
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Tariffs Du-Jour (Episode #286: MCC Review of Q1 2025)
8:44
8:44
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8:44
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.By Kayne Anderson Rudnick Investment Management
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No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025)
11:00
11:00
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11:00
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.By Kayne Anderson Rudnick Investment Management
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Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025)
8:26
8:26
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8:26
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.By Kayne Anderson Rudnick Investment Management
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Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)
10:18
10:18
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10:18
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.By Kayne Anderson Rudnick Investment Management
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Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)
10:11
10:11
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10:11
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.By Kayne Anderson Rudnick Investment Management
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Where is the Path Forward? (Episode #281: MCG Review of Q1 2025)
14:13
14:13
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14:13
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.By Kayne Anderson Rudnick Investment Management
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Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)
10:49
10:49
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10:49
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.By Kayne Anderson Rudnick Investment Management
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A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)
24:25
24:25
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24:25
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.By Kayne Anderson Rudnick Investment Management
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Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024)
8:38
8:38
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8:38
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.By Kayne Anderson Rudnick Investment Management
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Tempered Optimism (Episode #277: MCC Review of Q4 2024)
8:42
8:42
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8:42
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.By Kayne Anderson Rudnick Investment Management
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A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024)
14:36
14:36
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14:36
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.By Kayne Anderson Rudnick Investment Management
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