Podcast by Vaughan Nelson Investment Management
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Chris 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.Par Vaughan Nelson Investment Management
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.Par Vaughan Nelson Investment Management
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Chris 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.Par Vaughan Nelson Investment Management
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.Par Vaughan Nelson Investment Management
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Ep.286: (10.15.24) Q3 2024 Select Recap
10:45
10:45
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10:45
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.Par Vaughan Nelson Investment Management
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Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.Par Vaughan Nelson Investment Management
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Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.Par Vaughan Nelson Investment Management
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Ep.283: (9.23.24) Revisiting Mid Caps
13:58
13:58
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13:58
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.Par Vaughan Nelson Investment Management
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Chris 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.Par 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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10:18
Chris 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.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.Par 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.Par Vaughan Nelson Investment Management
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Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.Par Vaughan Nelson Investment Management
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Ep.273: (7.15.24) Q2 2024 Select Recap
11:23
11:23
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11:23
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.Par Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.Par Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.Par Vaughan Nelson Investment Management
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Ep.267: (04.18.24) Q1 2024 Select Recap
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10:48
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10:48
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.Par Vaughan Nelson Investment Management
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Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.Par 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.Par Vaughan Nelson Investment Management
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Ep.264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid
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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.Par Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.Par 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.Par 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.Par Vaughan Nelson Investment Management
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2023.Par Vaughan Nelson Investment Management
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Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2023.Par Vaughan Nelson Investment Management
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Ep.258: (01.11.24) Q4 2023 Select Recap
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13:04
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2023.Par Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2023.Par Vaughan Nelson Investment Management
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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.Par 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.Par Vaughan Nelson Investment Management
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Ep.254: (11.16.23) Risk Assets Move Higher, Playing Offense, Looking at 2024
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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.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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Ep.252: (10.25.23) Q3 2023 Emerging Markets Recap
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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.Par Vaughan Nelson Investment Management
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Ep.251: (10.20.23) A Multipolar World, Renewed Balance, and Finishing on a Low
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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.Par Vaughan Nelson Investment Management
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2023.Par 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.Par Vaughan Nelson Investment Management
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Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2023.Par Vaughan Nelson Investment Management
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2023.Par Vaughan Nelson Investment Management
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Ep.246: (10.05.23) Out of Balance and What Lies Ahead
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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.Par 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.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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Ep.243: (8.16.23) Chinese Weakness, Energy & Inflation, Global Currencies, and Market Consolidation
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12:38
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12:38
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.Par Vaughan Nelson Investment Management
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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.Par Vaughan Nelson Investment Management
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Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.Par Vaughan Nelson Investment Management
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