Episodes

Ep 046: Value Opportunity 4Q 2019 Recap 24.01.2020 9:54

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 4th Quarter of 2019.

Ep. 044: Small Cap Value 4Q 2019 Recap 17.01.2020 14:03

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 4th Quarter of 2019.

Ep. 043: Revisiting 2019 and looking ahead to 2020 09.01.2020 20:54

Chris Wallis, CEO and CIO, reflects back on a dynamic 2019 and shares his thoughts on what lies ahead both domestically and abroad.

Ep. 042: Liquidity Indicators and Looking Ahead 20.11.2019 16:21

Chris Wallis, CEO and CIO, discusses the Fed's quantitative tightening reversal, its effectiveness, stability of the global market, and a few areas to watch as we head into 2020.

Ep. 041: Small Cap Value 3Q 2019 Recap 17.10.2019 12:51

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 3rd Quarter of 2019.

Ep. 040: Select 3Q 2019 Recap 14.10.2019 10:05

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 3rd Quarter of 2019.

Ep 039: Value Opportunity 3Q 2019 Recap 09.10.2019 11:54

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2019.

Ep. 038: Recessing Liquidity 25.09.2019 18:12

Chris Wallis, CEO and CIO, discusses recessing liquidity, the Repo market, and impact on the US market.

Ep. 037: Flattening Yield Curve, Global Rates, and Expectations 21.08.2019 16:49

Chris Wallis, CEO and CIO, discusses the flattening yield curve, negative global rates, and the subsequent increased volatility.

Ep. 036: All Time Highs, Rates, and Liquidity 22.07.2019 21:27

Chris Wallis, CEO and CIO, discusses the S&P 500 cracking 3000 for the first time, the anticipated Fed rate cut, and continued impact of liquidity on the equity market.

Ep 034: Value Opportunity 2Q 2019 Recap 15.07.2019 8:27

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2019.

Ep. 035: Small Cap Value 2Q 2019 Recap 15.07.2019 13:18

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 2nd Quarter of 2019.

Ep. 033: Select 2Q 2019 Recap 13.07.2019 9:53

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2019.

Ep. 032: Fed Comments and Policy 10.06.2019 12:49

Chris Wallis, CEO and CIO, reviews the Fed's recent comments, their impact on the equity market and current tools at their disposal.

Ep 031: US - China Trade Negotiations 14.05.2019 15:29

Chris 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.

Ep 030: All-time highs, economic growth, and where we go from here 01.05.2019 21:19

Chris Wallis, CEO and CIO, discusses the April all-time highs, slowing economic indicators and what that means for the back half of 2019, US housing ,and conflicting signals from the market.

Ep 029: Value Opportunity 1Q 2019 Recap 16.04.2019 8:16

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2019.

Ep. 028: Select 1Q 2019 Recap 09.04.2019 12:51

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 1st Quarter of 2019.

Ep. 027: Small Cap Value 1Q 2019 Recap 08.04.2019 9:05

Stephen Davis, Portfolio Manager at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2019.

Ep. 026: Exploring the Implications of the Fed's Most Recent Rate Decision 26.03.2019 14:23

Chris Walls, CIO and CEO, discusses the Fed's decision to halt rate hikes in 2019 and the effects on both the market and economy.

Ep 024: Small Cap Volatility and Time for Value 15.03.2019 11:56

Stephen 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.

Ep 025: Expansive Look into Factors Affecting Global Markets 15.03.2019 47:06

Chris Wallis, CEO and CIO, expands on a number of factors impacting the global economy. Global central bank excess, US deficits, trade and changing global dynamics, and the role of the USD are a few of the topics discussed during the conversation.

Ep. 023: Markets and Positioning Post 4Q18 Draw-down 05.02.2019 14:20

Chad Fargason and Dan Hughes take a look at the market following an ugly Q4, a mid cap bounce back, portfolio positioning, and the fluctuation in energy

Ep. 022: Select 4Q 2018 Recap 22.01.2019 9:23

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2018.

Ep. 021: Value Opportunity 4Q 2018 Recap 13.01.2019 13:33

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 4th Quarter of 2018.