Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Podcast by Vaughan Nelson Investment Management
Author
Vaughan Nelson Investment Management
Category
Podcast website
Latest episode
May 19, 2026
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Episodes
Ep. 070: Value Opportunity 2Q 2020 Recap 08.07.2020 12:45
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2020.
Ep. 071: Select 2Q 2020 Recap 08.07.2020 11:35
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2020.
Ep. 069: Jobs, Stimulus, China and Earnings 02.07.2020 13:13
Chris 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.
Ep. 068: Stabilizing Jobs, CV-19 Second Wave and Next Cycle Trends 19.06.2020 18:21
Chris 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.
Ep. 067: Job Reporting Surprise, Swinging Markets, and QE 11.06.2020 18:48
Chris 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.
Ep. 065: Market Run, Valuations, and China 29.05.2020 18:13
Chris 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.
Ep. 064: Big Up Days, UK Negative Debt, EU Mutualized Debt, and US Jobs 22.05.2020 13:17
Chris 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.
Ep. 063: Market Action, Jobless, Negative Rates, China, and Stimulus 14.05.2020 26:18
Chris 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.
Ep. 062: The COVID-19 Market vs. The COVID-19 Economy 07.05.2020 21:38
Chris 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.
Ep. 061: Depression, Japanification, 1Q20 earnings, and 2020 vs. 2008 30.04.2020 20:20
Chris 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.
Ep. 060: Jobs, Oil, Supply Chains, Stimulus Round Two, and Thoughts on Reopening 22.04.2020 25:22
Chris 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.
Ep. 059: Big Bounce, Unemployment, PPP, and a Reopening 17.04.2020 21:11
Chris 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.
Ep. 055: COVID-19 Market Update 09.04.2020 23:57
Chris 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.
Ep. 056: Value Opportunity 1Q 2020 Recap 09.04.2020 13:03
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2020.
Ep. 057: Select 1Q 2020 Recap 09.04.2020 13:56
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2020.
Ep. 058: International Small Cap Value 1Q 2020 Recap 09.04.2020 9:50
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 1st Quarter of 2020.
Ep. 054: Small Cap Value 1Q 2020 Recap 06.04.2020 8:59
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2020.
Ep. 053: Is $6 trillion enough? 25.03.2020 24:53
The US Gov announced a $6 trillion expansion plan this week. Is it enough? Are liquidity backstops sufficient? US credit bubble has popped and we enter a deflationary environment. How to identify a market bottom and can there be an economic bottom before a coronavirus peak?
Ep. 052: Liquidity. The Fed. Is it time to buy? If yes, then what? 12.03.2020 18:25
Chris Wallis, CEO and CIO, shares his thoughts on the continued liquidity flush, relative valuation levels, the Fed's effort to provide liquidity, and opportunities arising.
Ep. 051: Chris Wallis, CEO and CIO, gives a market update. 11.03.2020 19:05
Chris Wallis, CEO and CIO, breaks down what we've seen in the energy sector, similarities and differences between today and 2008, Fed policy choices, and the market's erratic swings.
Ep. 050: One of the Most Volatile Weeks in Recent History 06.03.2020 23:45
Chris Wallis, CEO and CIO, provides an in depth look at liquidity following a week that included a Fed cut, Treasury yields collapsing, weakened USD, and corporate travel halted.
Ep. 049: Market Correction and Coronavirus 03.03.2020 18:42
Chris Wallis, CEO and CIO, discusses the sharp market downturn, impact of coronavirus, Fed's anticipated move, portfolio considerations, and what to expect from here.
Ep. 047: International Small Cap Value 4Q 2019 Recap 04.02.2020 15:01
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 4th Quarter of 2019.
Ep. 048: Emerging Market Opportunities 4Q 2019 Recap 04.02.2020 15:02
Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Market Opportunities 4th Quarter of 2019.
Ep. 045: Select 4Q 2019 Recap 24.01.2020 8:41
Adam Rich, Vice President of Equity Investments at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2019.
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