Episodes

Ep. 121: (6.25.21) Fed Behind the Curve, Regime Shift in the Mkt, & Positioning for Weakening Growth 25.06.2021 10:11

Chris 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.

Ep. 120: (6.11.21) Inflation, Housing, and Value Outpaces Growth 11.06.2021 11:40

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses inflation, CPI drivers, inflationary impact on housing, and examines value outpacing growth 2 to 1 YTD.

Ep. 119: (5.28.21) Transitory Inflation, Industrial Slowdown, and a Surprising Energy Activist Fund 28.05.2021 13:31

Chris 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.

Ep. 118: (5.17.21) Where Are the Inflation Hedges? 17.05.2021 19:12

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.

Ep. 117: (5.10.21) Overheating, Real Inflation, and April Jobs Disappoint 10.05.2021 9:02

Chris 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.

Ep. 116: (4.30.21) Biden Infrastructure and Taxes, Fed's Roles, and Earnings Season 30.04.2021 16:22

Chris 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.

Ep. 112: (4.19.21) Q1 2021 Value Opportunity Recap 19.04.2021 8:37

Senior Portfolio Manager Chad Fargason recaps Value Opportunity’s Q1 of 2021.

Ep. 113: (4.19.21) Q1 2021 Emerging Markets Recap 19.04.2021 10:07

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s Q1 of 2021.

Ep. 114: (4.19.21) Q1 2021 Small Cap Value Recap 19.04.2021 11:16

Stephen Davis, Portfolio Manager at Vaughan Nelson,, recaps the Small Cap Value strategy’s 1st Quarter of 2021.

Ep. 115: (4.19.21) Q1 2021 International Small Cap Recap 19.04.2021 8:57

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap strategy’s 1st Quarter of 2021.

Ep. 111: (4.18.21) Q1 2021 Select Recap 18.04.2021 10:15

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2021.

Ep. 110: (4.16.21) Q1 2021 Global SMid Recap 17.04.2021 8:00

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s Q1 of 2021.

Ep. 109: (4.9.21) All-time Highs, Cyclical Value, Big Tech Comeback, and $1.9T Infrastructure Bill 09.04.2021 11:36

Chris 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.

Ep. 108: (3.26.21) Introduction to International Small Cap 26.03.2021 33:04

Senior Portfolio Managers Marco Priani and Kevin Ross cover the International Small Cap space and existing opportunity.

Ep. 107: (3.11.21) Embracing Market Risk, Stimulus, Rate Expectations, and Energy 11.03.2021 13:43

Chris 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.

Ep. 106: (3.04.21) Options, Market Makers, Meme Stocks and Their Impact 04.03.2021 24:03

William Wojciechowski, Manager, Portfolio Analytics & Risk, joins the podcast to discuss options and their influence on the equity market.

Ep. 105: (2.25.21) Value Ahead of Growth, Tech Down Memes Up. What a Start! 26.02.2021 14:44

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 .

Ep. 104: (2.4.21) Squeeze Ramifications, Earnings, Bubbles 04.02.2021 17:22

Chris 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.

Ep. 103: (1.28.21) The Big Short (Squeeze) 28.01.2021 28:48

Chris Wallis, CEO and CIO at Vaughan Nelson, defines the recent short squeeze stock run up and broader market implications.

Ep. 102: (1.25.21) Large Cap Tech Come Back, Reflationary Correction, S&P 500 Estimates 25.01.2021 15:21

Chris 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.

Ep. 101: (1.21.21) International Small Cap 4Q 2020 Recap 21.01.2021 10:45

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 4th Quarter of 2020.

Ep. 098: (1.15.21) Value Oppportunity 4Q 2020 Recap 15.01.2021 9:01

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the VO strategy’s 4th Quarter of 2020.

Ep. 099: (1.15.21) Global SMid 4Q 2020 Recap 15.01.2021 8:31

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2020.

Ep. 100: (1.15.21) Jobs Down. Market Up. Paulson OpEd. Bubbles. 15.01.2021 20:04

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.

Ep. 097: (1.14.21) Emerging Markets 4Q 2020 Recap 13.01.2021 9:53

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 4th Quarter of 2020.