Podcast 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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Chris 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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9:13
Chris 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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4:30
Adam 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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9:38
Chad 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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3:39
Chris 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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9:45
Chris 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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9:29
Chris 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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5:22
Chris 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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8:07
Chris 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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4:50
Jim 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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4:33
Chris 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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Chad 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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11:10
Chris 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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6:48
Chris 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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10:42
Chris 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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12:27
Chris 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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5:22
Jim 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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8:26
Dennis 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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4:15
Chris 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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9:44
Chris 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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14:19
Chris 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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14:02
Chris 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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9:15
Chris 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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13:03
Marco 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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14:07
Chris 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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Jim 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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Ep.250: (10.12.23) Q3 2023 2023 Select Recap
16:35
16:35
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16:35
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.248: (10.11.23) Q3 2023 2023 Value Opportunity Recap
8:26
8:26
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Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.247: (10.10.23) Q3 2023 Small Cap Value Recap
5:12
5:12
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.246: (10.05.23) Out of Balance and What Lies Ahead
10:09
10:09
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10:09
Chris Wallis, CEO and CIO at Vaughan Nelson, returns to discuss recent market behavior and thoughts on what lies ahead for the next several quarters.By Vaughan Nelson Investment Management
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Ep.245: (9.13.23) Sign of Recession, Bear Rally, and Out of Balance
18:59
18:59
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18:59
Chris Wallis, CEO and CIO at Vaughan Nelson, bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.By Vaughan Nelson Investment Management
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Ep.244: (8.30.23) BRIC Conference, 2% Inflation, and China Weakness
8:06
8:06
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8:06
Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed's 2% inflation target, and China weakness and liquidity.By Vaughan Nelson Investment Management
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Ep.243: (8.16.23) Chinese Weakness, Energy & Inflation, Global Currencies, and Market Consolidation
12:38
12:38
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Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.By Vaughan Nelson Investment Management
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Ep.242: (8.02.23) U.S. Downgrade, Earnings Season, and Seasonal Weakness
8:28
8:28
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Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.By Vaughan Nelson Investment Management
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Ep.241: (7.27.23) Q2 2023 Value Opportunity Recap
8:31
8:31
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Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.239: (7.27.23) State of The Global SMid Market
8:56
8:56
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, discusses the current state of the Global SMid Market.By Vaughan Nelson Investment Management
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Ep.240: (7.27.23) Banks, GDP, and Deploying Cash
8:35
8:35
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Chris Wallis, CEO and CIO at Vaughan Nelson, examines the July bank rally, strong GDP print, and deploying cash in SCV.By Vaughan Nelson Investment Management
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Ep.237: (7.25.23) Q2 2023 International Small Cap Strategy Recap
14:19
14:19
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Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 2nd Quarter of 2023By Vaughan Nelson Investment Management
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Ep.238: (7.25.23) Q2 2023 Emerging Markets Recap
12:32
12:32
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Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 2nd Quarter of 2023.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 2023.By Vaughan Nelson Investment Management
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Ep.234: (7.19.23) Q2 2023 Small Cap Value Recap
5:07
5:07
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd 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 2nd Quarter of 2023.By Vaughan Nelson Investment Management
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Ep.233: (7.13.23) Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning
17:15
17:15
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17:15
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.By Vaughan Nelson Investment Management
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Ep.232: (6.1.23) Debt Ceiling Resolved, AI Rally, Fed Expectations, and Seasonal Weakness
7:27
7:27
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7:27
Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.By Vaughan Nelson Investment Management
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Ep.231: (5.17.23) Debt Ceiling, Rate Pivot, Market Ranges
11:50
11:50
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11:50
Chris Wallis, CEO and CIO at Vaughan Nelson, covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.By Vaughan Nelson Investment Management
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