Episodes

Ep. 096: (1.12.21) Small Cap Value 4Q 2020 Recap 12.01.2021 10:20

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2020.

Ep. 095: (1.11.21) Select 4Q 2020 Recap 11.01.2021 8:54

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2020.

Ep. 094: (12.17.20) Vaccine Market Impact, Composition of the Rally, What We're Watching in 2021 17.12.2020 19:44

Chris 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.

Ep. 093: (12.11.20) Gold Indicator, Small Cap Run, Value Surge, and the Continued Market Rally 11.12.2020 14:59

Chris 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.

Ep. 092: (11.20.20) Vaccine Bump and Setting Up for Year End 20.11.2020 15:45

Chris 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.

Ep. 091: (11.09.20) Election Rally, Growth Run and Europe Lockdowns 09.11.2020 15:19

Chris 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.

Ep. 090: (10.29.20) Stimulus, Liquidity, CV-19 Pop, and Post-Election Market Scenarios 29.10.2020 20:01

Chris 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.

Ep. 088: (10.26.20) State Benefits, Surprising October, Impact of a Party Shift in Washington 27.10.2020 22:33

Chris 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.

Ep. 089: (10.27.20) Global SMID 3Q 2020 Recap 27.10.2020 10:01

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMID strategy’s 3rd Quarter of 2020.

Ep. 087: (10.21.20) Emerging Markets 3Q 2020 Recap 21.10.2020 9:36

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps Emerging Markets 3rd Quarter of 2020.

Ep. 084: (10.12.20) Small Cap Value 3Q 2020 Recap 12.10.2020 11:08

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2020.

Ep. 085: (10.12.20) International Small Cap Value 3Q 2020 Recap 12.10.2020 10:27

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 3rd Quarter of 2020.

Ep. 086: (10.12.20) Value Opportunity 3Q 2020 Recap 12.10.2020 15:09

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2020.

Ep. 082: (10.9.20) Stimulus, Consumption, Choppy Markets, and Wall Street Presidential Preparation 10.10.2020 18:17

Chris 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 House

Ep. 083: (10.10.20) Select 3Q 2020 Recap 10.10.2020 13:47

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2020.

Ep. 081: (10.1.20) Waiting on Stimulus, 3Q20 Highlights, Presidential Impact, and Keys to Q4 02.10.2020 17:09

Chris 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.

Ep. 080: (9.25.20) Volatility Spike, Inflation Target, and Reversal of Market Leadership 25.09.2020 19:13

Chris 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.

Ep. 079: (9.10.20) Temp to Perm Layoffs, Divided Market, Seasonal Volatility, & a Market Correction 10.09.2020 17:48

Chris 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.

Ep. 078: (8.27.20) Employment, New Highs, Stagflation and Fed Signaling 28.08.2020 14:53

Chris 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.

Ep. 077: (8.13.20) Market Trends, Earnings, Stimulus, and the Democratic Ticket 13.08.2020 16:41

Chris 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.

Ep. 076: Job Trends, Flattening Economy, USD and Gold 31.07.2020 22:07

Chris 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.

Ep. 074: International Small Cap Value 2Q 2020 Recap 16.07.2020 9:40

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 2nd Quarter of 2020.

Ep. 075: Jobs, Surging CV-19, Bank Earnings, and Recent Volatility 16.07.2020 21:08

Chris 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.

Ep. 072: Small Cap Value 2Q 2020 Recap 10.07.2020 11:51

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2020.

Ep. 073: Jobs, CV-19 Economic Recovery, 3Q20 10.07.2020 9:21

Chris 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 3Q20