Episodes

Ep.321: (10.15.25) Q3 2025 Global SMid Strategy Recap 15.10.2025 4:54

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 3rd Quarter of 2025.

Ep.320: (10.15.25) Q3 2025 International Strategy Recap 15.10.2025 10:24

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 3rd Quarter of 2025.

Ep.319: (09.25.25) Rate Cuts & Broadening Market 26.09.2025 7:36

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his recent market observations after a rate cut and what he sees behind the broadening market rally.

Ep.318: (09.23.25) Winners & Warnings: Developed World Has Auto Problems 23.09.2025 14:48

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.

Ep.317: (09.10.25) Winners & Warnings: The AI Trade to Narrow 11.09.2025 18:14

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Vaughan Nelson Capital Allocation Team's most recent research, The AI Trade to Narrow.

Ep. 316: (08.26.25) Fed Independence, USD Reserve Currency, Fed's Move 26.08.2025 7:28

Chris Wallis, CEO and CIO at Vaughan Nelson, describes the Fed's historical independent role, examines risks to the USD as the primary reserve currency, and ties together inflation outlook and rates.

Ep.315: (08.06.25) Time to Cut Rates and Where is Inflation Headed 06.08.2025 6:01

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current rate environment, why it is time for a cut, and the state of inflation.

Ep.314: (07.17.25) Q2 2025 Emerging Markets Strategy Recap 17.07.2025 7:06

Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.

Ep.313: (07.16.25) Q2 2025 Global SMid Strategy Recap 16.07.2025 5:15

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.

Ep.312: (07.14.25) Q2 2025 International Strategy Recap 15.07.2025 5:24

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.

Ep.311: (07.11.25) Q2 2025 Select Strategy Recap 11.07.2025 9:11

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.

Ep.310: (07.10.25) Q2 2025 Value Opportunity Recap 11.07.2025 9:08

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.

Ep.309: (07.10.25) Q2 2025 Small Cap Value Recap 11.07.2025 4:03

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.

Ep.308: (06.26.25) US - Iran and All Time Highs. Rate Pressure. 24.06.2025 7:57

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the US' actions against Iran, the market simultaneously approaching all-time highs, and pressure on Chairman Powell to cut rates.

Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk 14.05.2025 7:25

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the role of tariffs, the U.S.' effort to increase taxes and reduce spending, April data and outlook, and taking on risk over the near to medium term.

Ep.306: (04.21.25) Q1 2025 Global SMid Strategy Recap 21.04.2025 5:09

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.

Ep.305: (04.16.25) Q1 2025 Select Strategy Recap 16.04.2025 8:16

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2025.

Ep.304: (04.16.25) Q1 2025 International Strategy Recap 16.04.2025 4:03

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2025.

Ep.303: (04.15.25) Q1 2025 Small Cap Value Recap 15.04.2025 6:05

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2025.

Ep.302: (04.15.25) Q1 2025 Value Opportunity Recap 15.04.2025 7:14

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2025.

Ep.301: (04.03.25) Tariff Shakeout - Market Sell Off, What to Expect 02.04.2025 13:01

Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast during the post tariff sell off to discuss the market's reaction, investor expectations, and taking action.

Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes 23.03.2025 12:54

Chris Wallis, CEO and CIO of Vaughan Nelson, touches on the US market correction and the noise around tariffs, the staying power of non-US equities, and changing economic themes globally.

Ep.299: (02.27.25) Tariffs, Response, Actions 27.02.2025 14:19

Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.

Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI 27.01.2025 12:23

Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.

Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap 14.01.2025 4:35

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.