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We Have The Receipts


1 Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36
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Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…
Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)
Manage episode 479093885 series 1140860
Content provided by Kayne Anderson Rudnick Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kayne Anderson Rudnick Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
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288 episodes
Manage episode 479093885 series 1140860
Content provided by Kayne Anderson Rudnick Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kayne Anderson Rudnick Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.
…
continue reading
288 episodes
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Tariffs Du-Jour (Episode #286: MCC Review of Q1 2024) 8:44
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025) 11:00
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025) 8:26
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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.
K
KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025) 10:18
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025) 10:11
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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.
K
KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Where is the Path Forward? (Episode #281: MCG Review of Q1 2024) 14:13
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025) 10:49
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025) 24:25
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024) 8:38
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Tempered Optimism (Episode #277: MCC Review of Q4 2024) 8:42
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024) 14:36
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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.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 The Cost of Confidence (Episode #275: ISC Review of Q4 2024) 10:42
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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 Portfolio in the fourth quarter of 2024.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Turning on a Dime, or Rather Two Quarter-Points (Episode #274: GDY Review of Q4 2024) 8:05
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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 in the fourth quarter of 2024.
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 A Varied Landscape (Episode #273: SMID Review of Q4 2024) 10:31
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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 Core Portfolio in the fourth quarter of 2024.
K
KayneCast: Kayne Anderson Rudnick’s Podcast Channel

1 Are We Paying Too Much? (Episode #272: SCQV Review of Q4 2024) 11:32
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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 Quality Value Portfolio in the fourth quarter of 2024.
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