254 épisodes

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

KayneCast: Kayne Anderson Rudnick’s Podcast Channel Kayne Anderson Rudnick Investment Management

    • Affaires

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

    Valuation Matters (Episode #254: ISC Review of Q1 2024)

    Valuation Matters (Episode #254: ISC Review of Q1 2024)

    In episode 254 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 first quarter of 2024.

    • 13 min
    The Powell Pivot (Episode #253: MCG Review of Q1 2024)

    The Powell Pivot (Episode #253: MCG Review of Q1 2024)

    In episode 253 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 2024.

    • 11 min
    Magnificent Seven or Fab Four? (Episode #252: MCC Review of Q1 2024)

    Magnificent Seven or Fab Four? (Episode #252: MCC Review of Q1 2024)

    In episode 252 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 2024.

    • 8 min
    Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)

    Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)

    In episode 251 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 2024.

    • 10 min
    When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)

    When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)

    In episode 250 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 2024.

    • 6 min
    Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)

    Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)

    In episode 249 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 2024.

    • 10 min

Classement des podcasts dans Affaires

Génération Do It Yourself
Matthieu Stefani | Orso Media
Sans Permission
Sans Permission - By Yomi & Oussama
Yomi Denzel
Yomi Denzel
La Martingale
Matthieu Stefani | Orso Media
Le Podcast de Pauline Laigneau
Pauline Laigneau
Ressentir
Jessica Troisfontaine

D’autres se sont aussi abonnés à…

Capital Ideas Investing Podcast
Capital Group
Value Investing with Legends
Columbia Business School
Notes on the Week Ahead
Dr. David Kelly
Masters in Business
Bloomberg
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
The Memo by Howard Marks
Oaktree Capital Management