Episodes

Ep. 020: Small Cap Value 4Q 2018 Recap 04.01.2019 15:05

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 4th Quarter of 2018.

Ep. 019: The Fed Move, Q418 Pullback and Impact on Investors 21.12.2018 14:28

Scott and Dan cover the recent Fed move, Q418 pullback, tumbling energy prices, and impact of tariffs for investors

Ep. 018: Q418 Market Update 14.12.2018 12:12

Dan 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.

Ep. 017: Impact of Reversing QE and the US Deficit 02.11.2018 30:31

Chris and Dan discuss the current state of the market.

Ep. 016: Media Blitz - What Changes in the Sector Could Mean for Investors 03.10.2018 28:59

The global media landscape is changing - merger activity and changing customer relationships could mean portfolio opportunities.

Ep. 015: Making Sense of Today's Small Cap World 21.07.2018 19:08

Unusual happenings taking place in the US small cap market are discussed by Chris Wallis, a tenured portfolio manager from Vaughan Nelson Investment Management.

Ep. 014: Q1 2018 Recap; Talking volatility, the tech sector and the rest of the year 26.04.2018 20:59

Volatility has re-entered the equation - and the tech sector may be getting more attention from US regulators. We recap Q1 markets and what investors might expect moving forward.

Ep. 013: Early Assessment: Discussing Current Markets, Post Tax-Reform 07.03.2018 14:10

How are investors and companies reacting to US tax reform? Dan Hughes and Chad Fargason share some insights on how they’re analyzing the current market.

Ep 012: Investing In an Ever-Rallying Market - Fundamentals Remain Key 18.01.2018 14:34

While the bull market continued through 2017, liquidity conditions are changing. Dan Hughes and Scott Weber share some insights on how they're analyzing the current market.

Ep 011: Taking the Pulse of the Active vs Passive Debate 04.12.2017 17:25

As 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)?

Ep 010: Fed tightening, taxes loosening? 13.10.2017 29:17

Vaughan Nelson Senior Portfolio Manger Chris Wallis discusses the effects of changing Fed policy and potential tax reform on small cap US stocks.

Ep 009: Risk Monitoring, A Key to Uncovering Value 09.10.2017 19:11

Discussing Vaughan Nelson's risk monitoring process and how it informs the firm's portfolio management.

Ep 008: Finding Value in Today's Markets 03.08.2017 16:33

Vaughan 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.

Ep 007: Understanding Valuations Amid Excess Liquidity 11.06.2017 25:07

A look at how excess liquidity may be an underrated fundamental in today's markets with Scott Weber, Senior Portfolio Manager

Ep 006: Efficiencies And Disruptions In The Marketplace 05.05.2017 16:13

Passive to active, small-cap to mid-cap, price corrections and other macro trends are discussed by Chris Wallis, CEO/CIO and Daniel Hughes, Client Portfolio Manager

Ep 005: Finding Value In A Changing Economy 24.04.2017 30:25

Vaughan 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.

Ep 004: What Comes After The Volatility Driven Rally 19.03.2017 16:30

Vaughan Nelson Portfolio Manager Scott Weber discusses the liquidity-driven rally, active management, and potential investment opportunities with Client Portfolio Manager Daniel Hughes

Ep 003: Macro Point of View 04.03.2017 13:05

Vaughan Nelson Client Portfolio Manager Daniel Hughes discusses the Macro Environment with Chris Wallis, CEO/CIO

Ep 002: Three Ways to Invest for Value 03.03.2017 15:38

Vaughan Nelson Client Portfolio Manager Daniel Hughes discusses the firm's investment process with CEO/CIO Chris Wallis

Ep 001: The Vaughan Nelson Story 02.03.2017 22:10

Vaughan Nelson Client Portfolio Manager Daniel Hughes discusses the firm's investment philosophy with CEO/CIO Chris Wallis