Podcast by Vaughan Nelson Investment Management
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Ep.299: (02.27.25) Tariffs, Response, Actions
14:19
14:19
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14:19Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.By Vaughan Nelson Investment Management
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Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI
12:23
12:23
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12:23Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.By Vaughan Nelson Investment Management
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap
7:35
7:35
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7:35Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.297: (01.14.25) Q4 2024 International Strategy Recap
4:31
4:31
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4:31Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.294: (01.14.25) Q4 2024 Global SMid Recap
4:59
4:59
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4:59Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap
4:35
4:35
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4:35Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down.
7:04
7:04
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7:04Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.By Vaughan Nelson Investment Management
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Ep.291: (12.11.24) Comfortable Inflation, 1H25, Specific Opportunities
6:52
6:52
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6:52Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.By Vaughan Nelson Investment Management
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Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions
8:21
8:21
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8:21Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy initiatives, year-end outlook, and the escalating geopolitical tensions stemming from Ukraine launching long range weapons and China cutting underwater wires to Europe.By Vaughan Nelson Investment Management
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Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap
5:14
5:14
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5:14Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up
7:07
7:07
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7:07Chris Wallis, CEO and CIO of Vaughan Nelson, explains why, after the Fed cut rates, rates rose, short term implication the election has on the market, and 2025 set up depending on who is in the White House.By Vaughan Nelson Investment Management
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Ep.287: (10.15.24) Q3 2024 International Strategy Recap
4:23
4:23
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4:23Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap
6:01
6:01
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6:01Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap
9:53
9:53
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9:53Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
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Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, joins the podcast to discuss the mid cap space, unique opportunities, and what he sees from mid caps relative to large and small.By Vaughan Nelson Investment Management
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Ep.282: (9.19.24) Fed Cuts and Anticipating More
7:53
7:53
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7:53Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the Fed’s 50bps cut, expectations around future rate cuts, and the effect on growth and inflation.By Vaughan Nelson Investment Management
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Ep.281: (9.05.24) Market Vol, Crowded Trades, Indicators
10:18
10:18
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10:18Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the continued market volatility, what is fueling the volatility, and indicators to monitor.By Vaughan Nelson Investment Management
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Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk
9:54
9:54
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9:54Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the CPI release, the recent spike in volatility and returning to balance, and assessing external risk factors.By Vaughan Nelson Investment Management
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Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24
9:13
9:13
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9:13Chris Wallis, CEO and CIO at Vaughan Nelson, dissects the Fed's rate commentary, what the market is pricing in, and a look at 2H24 and 1H25.By Vaughan Nelson Investment Management
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Ep.278: (7.26.24) Q2 2024 International Strategy Recap
4:30
4:30
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4:30Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.276: (7.19.24) Q2 2024 Value Opportunity Recap
9:38
9:38
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9:38Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.274: (7.15.24) Q2 2024 Small Cap Value Recap
3:39
3:39
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3:39Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump
9:45
9:45
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9:45Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.By Vaughan Nelson Investment Management
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Ep.272: (06.20.24) Catalysts to Cut and Market Leadership
9:29
9:29
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9:29Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting rates and what will drive a greater breadth in market leadership.By Vaughan Nelson Investment Management
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Ep.271: (06.04.24) Moving Along with Some Chop
5:22
5:22
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5:22Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.By Vaughan Nelson Investment Management
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Ep.270: (05.01.24) Inflation, Correction, Deploying Capital
8:07
8:07
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8:07Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on inflation, the inflation connected market correction, and how he's deploying capital.By Vaughan Nelson Investment Management
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Ep.269: (04.22.24) Q1 2024 Global SMid Recap
4:50
4:50
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4:50Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.268: (04.18.24) Q1 2024 Small Cap Value Recap
4:33
4:33
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4:33Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
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Ep.266: (04.17.24) Q1 2024 Value Opportunity Recap
6:47
6:47
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6:47Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.By Vaughan Nelson Investment Management
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Ep.264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid
11:10
11:10
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11:10Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed's willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.By Vaughan Nelson Investment Management
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Ep.263: (02.28.24) Ex-US ATHs, Global Valuations, CPI
6:48
6:48
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6:48Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.By Vaughan Nelson Investment Management
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Ep.262: (02.15.24) ISM Up, CPI Up, Small vs. Large
10:42
10:42
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10:42Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.By Vaughan Nelson Investment Management
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Ep.261: (01.31.24) Bear Market to ATHs, Large and Small Cap, Earnings, and Election Year
12:27
12:27
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12:27Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the bear market and all-time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.By Vaughan Nelson Investment Management
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Ep.259: (01.11.24) Q4 2023 Global SMid Recap
5:22
5:22
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5:22Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.260: (01.11.24) Q4 2023 Value Opportunity Recap
8:26
8:26
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8:26Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2023.By Vaughan Nelson Investment Management
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.257: (01.08.24) Q4 2023 Small Cap Value Recap
4:15
4:15
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4:15Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.256: (01.04.24) Early Pull Back, 2024 Key Issues, 2% Target
9:44
9:44
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9:44Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market's early January pullback, key issues for 2024, and how realistic is 2% inflation.By Vaughan Nelson Investment Management
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Ep.255: (12.14.23) Performance Chasing, 2024 Rates, Inflation, and All Time Highs
14:19
14:19
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14:19Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all-time highs.By Vaughan Nelson Investment Management
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Ep.254: (11.16.23) Risk Assets Move Higher, Playing Offense, Looking at 2024
14:02
14:02
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14:02Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.By Vaughan Nelson Investment Management
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Ep.253: (10.27.23) Tech Selloff, Not Enough Buyers, and Energy Trades Off
9:15
9:15
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9:15Chris Wallis, CEO and CIO at Vaughan Nelson, discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict.By Vaughan Nelson Investment Management
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Ep.252: (10.25.23) Q3 2023 Emerging Markets Recap
13:03
13:03
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13:03Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 3rd Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.251: (10.20.23) A Multipolar World, Renewed Balance, and Finishing on a Low
14:07
14:07
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14:07Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.By Vaughan Nelson Investment Management
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Ep.249: (10.12.23) Q3 2023 2023 Global SMid Recap
6:44
6:44
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6:44Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2023.By Vaughan Nelson Investment Management
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