Insights
KayneCast
Markets in Transition: War, AI, and Shifting Leadership
Market Review 1Q2026 Podcast | KayneCast Episode 308
By Julie Biel, CFA Chief Market Strategist
March 30, 2026
KayneCast
Finding Quality Amid a Fast Moving Market
Small Cap Core 4Q2025 Podcast | KayneCast Episode 307
By Jon Christensen, CFA Portfolio Manager & Senior Research Analyst
February 3, 2026
KayneCast
Narratives Versus Fundamentals
Small Cap Quality Value 4Q2025 Podcast | KayneCast Episode 306
By Julie Kutasov Portfolio Manager & Senior Research Analyst
February 2, 2026
KayneCast
Beyond the Risk On Rally
Small Mid Cap Core 4Q2025 Podcast | KayneCast Episode 305
By Julie Kutasov Portfolio Manager & Senior Research Analyst
January 30, 2026
KayneCast
When Business Momentum Outruns Quality
Mid Cap Growth 4Q2025 Podcast | KayneCast Episode 304
By Chris Armbruster, CFA Portfolio Manager & Senior Research Analyst
January 29, 2026
KayneCast
When Currencies Do the Heavy Lifting
International Small Cap 4Q2025 Podcast | KayneCast Episode 303
By Hyung Kim, Portfolio Manager & Senior Research Analyst
January 28, 2026
KayneCast
Momentum’s Mixed Signals
Mid Cap Core 4Q2025 Podcast | KayneCast Episode 302
By Jon Christensen, CFA Portfolio Manager & Senior Research Analyst
January 28, 2026
KayneCast
Conviction, Not FOMO
Market Review 4Q2025 Podcast | KayneCast Episode 301
By Julie Biel, CFA Chief Market Strategist
December 30, 2025
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