196 episodes

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

    • Business
    • 5.0 • 6 Ratings

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

    Geopolitical Pressure and Central Bank Tightening Impact Small Cap Investing (Episode #196: ISC Review of Q2 2022)

    Geopolitical Pressure and Central Bank Tightening Impact Small Cap Investing (Episode #196: ISC Review of Q2 2022)

    In episode 196 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 second quarter of 2022.

    • 7 min
    Slowing Economic Growth and Inflation Dominate Small Cap Quality Value Outlook (Episode #195: SCQV Review of Q2 2022)

    Slowing Economic Growth and Inflation Dominate Small Cap Quality Value Outlook (Episode #195: SCQV Review of Q2 2022)

    In episode 195 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 2022.

    • 10 min
    A Flight to Quality? (Episode #194: Small-Mid Cap Core Review of Q2 2022)

    A Flight to Quality? (Episode #194: Small-Mid Cap Core Review of Q2 2022)

    In episode 194 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 2022.

    • 10 min
    Long-Short Investments Volatile in Expectation of Recession (Episode #193: Long Short Review of Q2 2022)

    Long-Short Investments Volatile in Expectation of Recession (Episode #193: Long Short Review of Q2 2022)

    In episode 193 of KayneCast, Chris Wright, Co-Portfolio Manager of Kayne Anderson Rudnick’s Long Short strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Long Short Portfolio in the second quarter of 2022.

    • 7 min
    Inflationary Pressures Impact Mid Cap Growth Equity Outlook (Episode #192: MCG Review of Q2 2022)

    Inflationary Pressures Impact Mid Cap Growth Equity Outlook (Episode #192: MCG Review of Q2 2022)

    In episode 192 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 2022.

    • 11 min
    Global Dividend Yield Portfolio Performs Well Despite Recession Fears (Episode #191: GDY Review of Q2 2022)

    Global Dividend Yield Portfolio Performs Well Despite Recession Fears (Episode #191: GDY Review of Q2 2022)

    In episode 191 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 second quarter of 2022.

    • 6 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

zbrictson ,

Great insights and to the point

solid investment info and timely market updates, love that each episode gets right to the point.

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