Shows
Vaughan Nelson Investment ManagementEp. 157: (03.03.22) Russia – Ukraine: Sanctions, Commodities, and Investing Through InstabilityChris Wallis, CEO and CIO at Vaughan Nelson, joins to podcast for an initial take on the Russian – Ukrainian impact for sanctions, commodities, and Vaughan Nelson’s portfolio management.2022-03-0313 min
Vaughan Nelson Investment ManagementEp. 127: (7.26.21) Q2 2021 Global SMid RecapJim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2021.2021-07-2606 minVaughan Nelson Investment ManagementEp. 129: (7.26.21) Delta Variant Volatility, Economic Slowdown, and Stepping into Q2 EarningsChris Wallis, CEO and CIO at Vaughan Nelson, discusses recent market volatility and associated Delta variant, the issue for equity markets as the economic slowdown continues, and expectations as we head into Q2 earnings.2021-07-2611 minVaughan Nelson Investment ManagementEp. 125: (7.26.21) Q2 2021 Small Cap Value RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2021.2021-07-2610 minVaughan Nelson Investment ManagementEp. 128: (7.26.21) Q2 2021 Select RecapAdam Rich, VP of Equity Investments at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2021.2021-07-2604 min
Vaughan Nelson Investment ManagementEp. 122: (7.1.21) Shift in Leadership, Flatter Yield Curve, Economic Slowdown, & Fed's Upcoming RoleChris Wallis, CEO and CIO at Vaughan Nelson, reflects on the regime shift in 2Q21 where large outperformed small and growth recently outpaced value, areas to assess during the economic slowdown, and the Fed's role as the economy slows post reopening.2021-07-0112 min
Vaughan Nelson Investment ManagementEp. 121: (6.25.21) Fed Behind the Curve, Regime Shift in the Mkt, & Positioning for Weakening GrowthChris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the Fed raising rates and reducing liquidity, last week's drawdown and whether this is the beginning of a regime shift, and how investors should think about slowing growth.2021-06-2510 minVaughan Nelson Investment ManagementEp. 120: (6.11.21) Inflation, Housing, and Value Outpaces GrowthChris Wallis, CEO and CIO at Vaughan Nelson, discusses inflation, CPI drivers, inflationary impact on housing, and examines value outpacing growth 2 to 1 YTD.2021-06-1111 minVaughan Nelson Investment ManagementEp. 119: (5.28.21) Transitory Inflation, Industrial Slowdown, and a Surprising Energy Activist FundChris Wallis, CEO and CIO at Vaughan Nelson, dissects how both equity and fixed income investors are viewing inflation, recent confirmation in the industrial cycle slowdown, and Engine No. 1's Exxon impact coupled with Ford's electric commitment and thoughts around what is to come as ESG further comes into focus.2021-05-2813 minVaughan Nelson Investment ManagementEp. 118: (5.17.21) Where Are the Inflation Hedges?Chris Wallis, CEO and CIO at Vaughan Nelson, dives into inflation, why investments historically considered inflation hedges are not behaving as such, and the associated overall market performance volatility.2021-05-1719 minVaughan Nelson Investment ManagementEp. 117: (5.10.21) Overheating, Real Inflation, and April Jobs DisappointChris Wallis, CEO and CIO at Vaughan Nelson, addresses Yellen's comments around raising rates to prevent overheating, the rising inflation across materials, food, wages, and April's disappointing job numbers correspond with all-time highs.2021-05-1009 minVaughan Nelson Investment ManagementEp. 116: (4.30.21) Biden Infrastructure and Taxes, Fed's Roles, and Earnings SeasonChris Wallis, CEO and CIO at Vaughan Nelson, discusses President Biden's infrastructure and tax plan, the Fed's role as it relates to fiscal stimulus, and takeaways thus far from earnings season.2021-04-3016 minVaughan Nelson Investment ManagementEp. 113: (4.19.21) Q1 2021 Emerging Markets RecapKevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s Q1 of 2021.2021-04-1910 minVaughan Nelson Investment ManagementEp. 114: (4.19.21) Q1 2021 Small Cap Value RecapStephen Davis, Portfolio Manager at Vaughan Nelson,, recaps the Small Cap Value strategy’s 1st Quarter of 2021.2021-04-1911 minVaughan Nelson Investment ManagementEp. 115: (4.19.21) Q1 2021 International Small Cap RecapMarco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 1st Quarter of 2021.2021-04-1908 minVaughan Nelson Investment ManagementEp. 111: (4.18.21) Q1 2021 Select RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2021.2021-04-1810 minVaughan Nelson Investment ManagementEp. 110: (4.16.21) Q1 2021 Global SMid RecapJim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s Q1 of 2021.2021-04-1708 minVaughan Nelson Investment ManagementEp. 109: (4.9.21) All-time Highs, Cyclical Value, Big Tech Comeback, and $1.9T Infrastructure BillChris Wallis, CEO and CIO at Vaughan Nelson, examines the current state of the US market, the value over junk trade, large cap tech's return to prominence, and high level implications of a $1.9T infrastructure bill out of Washington D.C.2021-04-0911 minVaughan Nelson Investment ManagementEp. 107: (3.11.21) Embracing Market Risk, Stimulus, Rate Expectations, and EnergyChris Wallis, CEO and CIO at Vaughan Nelson, examines the factors driving the recent value over growth trend, how the market is digesting the pending stimulus, interest rate scenarios, and thoughts on energy.2021-03-1113 minVaughan Nelson Investment ManagementEp. 105: (2.25.21) Value Ahead of Growth, Tech Down Memes Up. What a Start!Chris Wallis, CEO and CIO at Vaughan Nelson, shares his perspective on the value/growth divide, normalization of volatility and associated market swings, and why strong earnings and fundamentals have not translated to performance .2021-02-2614 minVaughan Nelson Investment ManagementEp. 104: (2.4.21) Squeeze Ramifications, Earnings, BubblesChris Wallis, CEO and CIO at Vaughan Nelson, brings us up to speed on the short squeeze names' impact on the market, a look into earnings' season, and addresses the question of a market bubble.2021-02-0417 minVaughan Nelson Investment ManagementEp. 103: (1.28.21) The Big Short (Squeeze)Chris Wallis, CEO and CIO at Vaughan Nelson, defines the recent short squeeze stock run up and broader market implications.2021-01-2828 minVaughan Nelson Investment ManagementEp. 102: (1.25.21) Large Cap Tech Come Back, Reflationary Correction, S&P 500 EstimatesChris Wallis, CEO and CIO at Vaughan Nelson, analyzes the reflationary sectors resuming leadership roles and a look into S&P 500 trading YoY 6x higher on EPS multiples.2021-01-2515 minVaughan Nelson Investment ManagementEp. 101: (1.21.21) International Small Cap 4Q 2020 RecapMarco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 4th Quarter of 2020.2021-01-2110 minVaughan Nelson Investment ManagementEp. 098: (1.15.21) Value Oppportunity 4Q 2020 RecapDennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the VO strategy’s 4th Quarter of 2020.2021-01-1509 minVaughan Nelson Investment ManagementEp. 099: (1.15.21) Global SMid 4Q 2020 RecapJim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2020.2021-01-1508 minVaughan Nelson Investment ManagementEp. 100: (1.15.21) Jobs Down. Market Up. Paulson OpEd. Bubbles.Chris Wallis, CEO and CIO at Vaughan Nelson, welcomes 2021 reviewing the equity market's fast start, recent OpEds calling into questions whether the Fed can support Treasury deficits, and talking heads talking bubbles.2021-01-1520 minVaughan Nelson Investment ManagementEp. 097: (1.14.21) Emerging Markets 4Q 2020 RecapKevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 4th Quarter of 2020.2021-01-1309 minVaughan Nelson Investment ManagementEp. 096: (1.12.21) Small Cap Value 4Q 2020 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2020.2021-01-1210 minVaughan Nelson Investment ManagementEp. 095: (1.11.21) Select 4Q 2020 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2020.2021-01-1108 minVaughan Nelson Investment ManagementEp. 094: (12.17.20) Vaccine Market Impact, Composition of the Rally, What We're Watching in 2021Chris Wallis, CEO and CIO at Vaughan Nelson, discusses stimulus bill progress, vaccine rally and associated leadership, health of the market, and signposts to watch in 2021.2020-12-1719 minVaughan Nelson Investment ManagementEp. 093: (12.11.20) Gold Indicator, Small Cap Run, Value Surge, and the Continued Market RallyChris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on gold, inflation, and yields, the 4Q20 rotation from large growth to small value, current valuations and the set up for 2021.2020-12-1114 minVaughan Nelson Investment ManagementEp. 092: (11.20.20) Vaccine Bump and Setting Up for Year EndChris Wallis, CEO and CIO at Vaughan Nelson, breaks down the markets response to positive CV-19 vaccine news, a look ahead to how 2020 might finish, and possible outcomes for 2021 based on varying policy and economic factors.2020-11-2015 minVaughan Nelson Investment ManagementEp. 091: (11.09.20) Election Rally, Growth Run and Europe LockdownsChris Wallis, CEO and CIO at Vaughan Nelson, breaks down the post-election rally despite a resolution, what reignited growth and tech, and CV-19's recent impact on Europe and is an European response likely in the US.2020-11-0915 minVaughan Nelson Investment ManagementEp. 090: (10.29.20) Stimulus, Liquidity, CV-19 Pop, and Post-Election Market ScenariosChris Wallis, CEO and CIO at Vaughan Nelson, looks at potential disruption resulting from a lack of stimulus linked with expiring benefits, recent market liquidity tied to volatility, investing through the recent global CV-19 spike, and potential market outcomes through the lens of varying election outcomes.2020-10-2920 minVaughan Nelson Investment ManagementEp. 088: (10.26.20) State Benefits, Surprising October, Impact of a Party Shift in WashingtonChris Wallis, CEO and CIO at Vaughan Nelson, sifts through the recent unemployment figures as they relate to state benefits expiring, an October equity market led by some surprise sectors, and the possibility of tax changes resulting from a change in the White House.2020-10-2722 minVaughan Nelson Investment ManagementEp. 089: (10.27.20) Global SMID 3Q 2020 RecapJim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMID strategy’s 3rd Quarter of 2020.2020-10-2710 minVaughan Nelson Investment ManagementEp. 087: (10.21.20) Emerging Markets 3Q 2020 RecapKevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps Emerging Markets 3rd Quarter of 2020.2020-10-2109 minVaughan Nelson Investment ManagementEp. 084: (10.12.20) Small Cap Value 3Q 2020 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2020.2020-10-1211 minVaughan Nelson Investment ManagementEp. 085: (10.12.20) International Small Cap Value 3Q 2020 RecapMarco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 3rd Quarter of 2020.2020-10-1210 minVaughan Nelson Investment ManagementEp. 086: (10.12.20) Value Opportunity 3Q 2020 RecapDennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2020.2020-10-1215 minVaughan Nelson Investment ManagementEp. 082: (10.9.20) Stimulus, Consumption, Choppy Markets, and Wall Street Presidential PreparationChris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the impact of delayed stimulus, 2020 consumption cycle and service economy, equity volatility creeping into Treasury and credit spreads, and Wall Street prepares for and prices in a Biden White House2020-10-1018 minVaughan Nelson Investment ManagementEp. 083: (10.10.20) Select 3Q 2020 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2020.2020-10-1013 minVaughan Nelson Investment ManagementEp. 081: (10.1.20) Waiting on Stimulus, 3Q20 Highlights, Presidential Impact, and Keys to Q4Chris Wallis, CEO and CIO at Vaughan Nelson, addresses sectors contributing to the K shaped recovery, lack of further stimulus, 3Q20 insights, impact of a Trump or Biden presidency on the market, and areas to monitor in Q4.2020-10-0217 minVaughan Nelson Investment ManagementEp. 080: (9.25.20) Volatility Spike, Inflation Target, and Reversal of Market LeadershipChris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to examine unemployment claims, potential future stimulus, increased volatility over the past month, Chairman Powell's appetite for allowing inflation to overshoot previous target, and price corrections for market leaders.2020-09-2519 min
Vaughan Nelson Investment ManagementEp. 079: (9.10.20) Temp to Perm Layoffs, Divided Market, Seasonal Volatility, & a Market CorrectionChris Wallis, CEO and CIO at Vaughan Nelson, weighs in on the shift from temporary to permanent job reductions and the impact on the economy, the bifurcated market, future QE expectations, seasonal volatility associated with a speculative recovery, and guideposts to track when considering the end of market leadership vs. the end of a bull market.2020-09-1017 minVaughan Nelson Investment ManagementEp. 078: (8.27.20) Employment, New Highs, Stagflation and Fed SignalingChris Wallis, CEO and CIO at Vaughan Nelson, checks in on jobless claims, market highs, the recent stagflation trade, and Fed Chairman Powell's comments around inflationary targets and key takeaways from the 8/27 speech.2020-08-2814 minVaughan Nelson Investment ManagementEp. 077: (8.13.20) Market Trends, Earnings, Stimulus, and the Democratic TicketChris Wallis, CEO and CIO at Vaughan Nelson, reviews this week's jobless claims, reversal of market trends, stimulus impasse in Washington, and the recently announced Biden/Harris ticket.2020-08-1316 minVaughan Nelson Investment ManagementEp. 076: Job Trends, Flattening Economy, USD and GoldChris Wallis, CEO and CIO at Vaughan Nelson, examines recent trends across jobless and PUA claims, indicators of a flattening economy, earnings season takeaways, and the recent USD lows coupled with gold highs.2020-07-3122 minVaughan Nelson Investment ManagementEp. 075: Jobs, Surging CV-19, Bank Earnings, and Recent VolatilityChris Wallis, CEO and CIO at Vaughan Nelson, joins to review the most recent job numbers, market response to the COVID-19 surge, thoughts around the impact of a vaccine on the economy, banks reporting earnings, and the increased volatility experienced over the past week.2020-07-1621 minVaughan Nelson Investment ManagementEp. 074: International Small Cap Value 2Q 2020 RecapMarco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 2nd Quarter of 2020.2020-07-1609 minVaughan Nelson Investment ManagementEp. 073: Jobs, CV-19 Economic Recovery, 3Q20Chris Wallis, CEO and CIO at Vaughan Nelson, runs through this week's job numbers, characterizes the COVID-19 economic recovery, examines the impact of rising cases nationwide, and provides a preview for 3Q202020-07-1009 minVaughan Nelson Investment ManagementEp. 072: Small Cap Value 2Q 2020 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2020.2020-07-1011 minVaughan Nelson Investment ManagementEp. 071: Select 2Q 2020 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2020.2020-07-0811 minVaughan Nelson Investment ManagementEp. 070: Value Opportunity 2Q 2020 RecapChad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2020.2020-07-0812 minVaughan Nelson Investment ManagementEp. 069: Jobs, Stimulus, China and EarningsChris Wallis, CEO and CIO at Vaughan Nelson, examines the June jobs report, the stimulus programs set to expire and likely government response, US-China tensions, and pending earnings' season.2020-07-0213 minVaughan Nelson Investment ManagementEp. 068: Stabilizing Jobs, CV-19 Second Wave and Next Cycle TrendsChris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the jobs outlook going forward, how real of a threat a second COVID-19 wave is to the markets, trends to expect in the coming cycle, and unintended consequences of government support.2020-06-1918 minVaughan Nelson Investment ManagementEp. 067: Job Reporting Surprise, Swinging Markets, and QEChris Wallis, CEO and CIO at Vaughan Nelson, recaps a week where jobs report encouraged, the market massively fluctuated, Fed continued on their QE path, and a second wave of COVID-19 looks inevitable.2020-06-1118 minVaughan Nelson Investment ManagementEp. 065: Market Run, Valuations, and ChinaChris Wallis, CEO and CIO at Vaughan Nelson, explores market valuations after the recent run, selective opportunities, improvement in unemployment claims, and China's recent geopolitical actions.2020-05-2918 minVaughan Nelson Investment ManagementEp. 064: Big Up Days, UK Negative Debt, EU Mutualized Debt, and US JobsChris Wallis, CEO and CIO at Vaughan Nelson, examines Monday's big day for the market, UK's issuance of negative interest rate debt, Germany and France nudging the EU down the path of mutualized debt, and this week's jobs data.2020-05-2213 minVaughan Nelson Investment ManagementEp. 063: Market Action, Jobless, Negative Rates, China, and StimulusChris Wallis, CEO and CIO at Vaughan Nelson, shares his views as the US equity market settles in after April's rebound, jobless claims continue at a staggering rate, why the US and England recently stated they are not considering negative rates, democratic proposed $3T stimulus, growing political opposition to China, and signs for a durable global recovery.2020-05-1426 minVaughan Nelson Investment ManagementEp. 062: The COVID-19 Market vs. The COVID-19 EconomyChris Wallis, CEO and CIO at Vaughan Nelson, discusses the current COVID-19 impaired market and compares to the actual economy, transitioning from a depression like to shock to recession, and the role of credit and liquidity and their impact on equity investors.2020-05-0721 minVaughan Nelson Investment ManagementEp. 061: Depression, Japanification, 1Q20 earnings, and 2020 vs. 2008Chris Wallis, CEO and CIO at Vaughan Nelson, compares the COVID-19 related recession to traditional recessions, whether the US is following a similar path as Japan, what 1Q20 earnings' season has revealed, and the corporate bond market is behaving similarly to post Bear Steans in 2008 and how much we should read into the likeness.2020-04-3020 minVaughan Nelson Investment ManagementEp. 060: Jobs, Oil, Supply Chains, Stimulus Round Two, and Thoughts on ReopeningChris Wallis, CEO and CIO at Vaughan Nelson, looks back on the past week where we saw continued record number of unemployment claims, a second round of stimulus was initiated, disruptions in global supply chains are developing, and oil went negative for the first time in history.2020-04-2225 minVaughan Nelson Investment ManagementEp. 059: Big Bounce, Unemployment, PPP, and a ReopeningChris Wallis, CEO and CIO at Vaughan Nelson, looks back at the past week where we saw the largest market upturn since the 1970s, another unprecedented week of jobless claims, PPP rollout, earnings season kicks off, and a first look at what opening the economy could look like.2020-04-1721 minVaughan Nelson Investment ManagementEp. 058: International Small Cap Value 1Q 2020 RecapMarco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 1st Quarter of 2020.2020-04-0909 minVaughan Nelson Investment ManagementEp. 057: Select 1Q 2020 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2020.2020-04-0913 minVaughan Nelson Investment ManagementEp. 056: Value Opportunity 1Q 2020 RecapDennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2020.2020-04-0913 minVaughan Nelson Investment ManagementEp. 055: COVID-19 Market UpdateChris Wallis, CEO and CIO at Vaughan Nelson, addresses the rapidly changing economic and equity market landscape. Chris explores the fiscal and monetary measures taken thus far, a look at liquidity, what is priced into the market, and what he anticipates seeing from the eventual recovery.2020-04-0923 min
Vaughan Nelson Investment ManagementEp. 054: Small Cap Value 1Q 2020 RecapChris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2020.2020-04-0608 min
Vaughan Nelson Investment ManagementEp. 048: Emerging Market Opportunities 4Q 2019 RecapKevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Market Opportunities 4th Quarter of 2019.2020-02-0415 min
Vaughan Nelson Investment ManagementEp. 047: International Small Cap Value 4Q 2019 RecapKevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 4th Quarter of 2019.2020-02-0415 min
Vaughan Nelson Investment ManagementEp. 045: Select 4Q 2019 RecapAdam Rich, Vice President of Equity Investments at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2019.2020-01-2408 min
Vaughan Nelson Investment ManagementEp 046: Value Opportunity 4Q 2019 RecapChad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 4th Quarter of 2019.2020-01-2409 min
Vaughan Nelson Investment ManagementEp. 044: Small Cap Value 4Q 2019 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 4th Quarter of 2019.2020-01-1714 min
Vaughan Nelson Investment ManagementEp. 041: Small Cap Value 3Q 2019 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 3rd Quarter of 2019.2019-10-1712 min
Vaughan Nelson Investment ManagementEp. 040: Select 3Q 2019 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 3rd Quarter of 2019.2019-10-1410 min
Vaughan Nelson Investment ManagementEp 039: Value Opportunity 3Q 2019 RecapDennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2019.2019-10-0911 min
Vaughan Nelson Investment ManagementEp. 035: Small Cap Value 2Q 2019 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 2nd Quarter of 2019.2019-07-1513 min
Vaughan Nelson Investment ManagementEp 034: Value Opportunity 2Q 2019 RecapChad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2019.2019-07-1508 min
Vaughan Nelson Investment ManagementEp. 033: Select 2Q 2019 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2019.2019-07-1309 min
Vaughan Nelson Investment ManagementEp 031: US - China Trade NegotiationsChris Wallis,CEO and CIO at Vaughan Nelson, explores one of the most frequently discussed and influential headlines over the recent past; US-China trade negotiations.2019-05-1415 min
Vaughan Nelson Investment ManagementEp 029: Value Opportunity 1Q 2019 RecapChad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2019.2019-04-1608 min
Vaughan Nelson Investment ManagementEp. 028: Select 1Q 2019 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 1st Quarter of 2019.2019-04-0912 min
Vaughan Nelson Investment ManagementEp. 027: Small Cap Value 1Q 2019 RecapStephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2019.2019-04-0809 min
Vaughan Nelson Investment ManagementEp 024: Small Cap Volatility and Time for ValueStephen Davis, Portfolio Manager, provides insights on the increasingly more volatile world of small cap stocks and Vaughan Nelson’s approach of trading time for value.2019-03-1511 min
Vaughan Nelson Investment ManagementEp. 022: Select 4Q 2018 RecapScott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2018.2019-01-2209 min
Vaughan Nelson Investment ManagementEp. 021: Value Opportunity 4Q 2018 RecapDennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 4th Quarter of 2018.2019-01-1313 min
Vaughan Nelson Investment ManagementEp. 020: Small Cap Value 4Q 2018 RecapChris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 4th Quarter of 2018.2019-01-0415 min
Vaughan Nelson Investment ManagementEp. 018: Q418 Market UpdateDan Hughes is joined by Vaughan Nelson CEO/CIO, Chris Wallis, for a discussion of the Q418 equity pullback, it's place alongside similar corrections, and the Fed's role moving forward.2018-12-1412 min
Vaughan Nelson Investment ManagementEp. 015: Making Sense of Today's Small Cap WorldUnusual happenings taking place in the US small cap market are discussed by Chris Wallis, a tenured portfolio manager from Vaughan Nelson Investment Management.2018-07-2119 min
Vaughan Nelson Investment ManagementEp 011: Taking the Pulse of the Active vs Passive DebateAs changes in global monetary policy draw down liquidity levels, how might passive and active investment strategies be affected (with Vaughan Nelson CEO/CIO Chris Wallis)?2017-12-0417 min
Vaughan Nelson Investment ManagementEp 010: Fed tightening, taxes loosening?Vaughan Nelson Senior Portfolio Manger Chris Wallis discusses the effects of changing Fed policy and potential tax reform on small cap US stocks.2017-10-1329 min
Vaughan Nelson Investment ManagementEp 009: Risk Monitoring, A Key to Uncovering ValueDiscussing Vaughan Nelson's risk monitoring process and how it informs the firm's portfolio management.2017-10-0919 min
Vaughan Nelson Investment ManagementEp 008: Finding Value in Today's MarketsVaughan Nelson Senior Portfolio Manager Chad Fargason reviews market trends year-to-date and discusses what could potentially lie ahead for the latter half of the year.2017-08-0316 min
Vaughan Nelson Investment ManagementEp 005: Finding Value In A Changing EconomyVaughan Nelson Senior Portfolio Manager Chad Farguson discusses topics including trading time for value, opportunities in energy and technology, and an economy that may be better then we think.2017-04-2430 min
Vaughan Nelson Investment ManagementEp 004: What Comes After The Volatility Driven RallyVaughan Nelson Portfolio Manager Scott Weber discusses the liquidity-driven rally, active management, and potential investment opportunities with Client Portfolio Manager Daniel Hughes2017-03-1916 min
Vaughan Nelson Investment ManagementEp 003: Macro Point of ViewVaughan Nelson Client Portfolio Manager Daniel Hughes discusses the Macro Environment with Chris Wallis, CEO/CIO2017-03-0413 min
Vaughan Nelson Investment ManagementEp 002: Three Ways to Invest for ValueVaughan Nelson Client Portfolio Manager Daniel Hughes discusses the firm's investment process with CEO/CIO Chris Wallis2017-03-0315 min
Vaughan Nelson Investment ManagementEp 001: The Vaughan Nelson StoryVaughan Nelson Client Portfolio Manager Daniel Hughes discusses the firm's investment philosophy with CEO/CIO Chris Wallis2017-03-0222 min