Episodes

Ep.294: (01.14.25) Q4 2024 Global SMid Recap 14.01.2025 4:59

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.

Ep.295: (01.14.25) Q4 2024 Select Recap 14.01.2025 10:58

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.

Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap 14.01.2025 7:35

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.

Ep.297: (01.14.25) Q4 2024 International Strategy Recap 14.01.2025 4:31

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.

Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down. 19.12.2024 7:04

Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.

Ep.291: (12.11.24) Comfortable Inflation, 1H25, Specific Opportunities 10.12.2024 6:52

Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.

Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions 18.11.2024 8:21

Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy initiatives, year-end outlook, and the escalating geopolitical tensions stemming from Ukraine launching long range weapons and China cutting underwater wires to Europe.

Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap 23.10.2024 5:14

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.

Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up 21.10.2024 7:07

Chris Wallis, CEO and CIO of Vaughan Nelson, explains why, after the Fed cut rates, rates rose, short term implication the election has on the market, and 2025 set up depending on who is in the White House.

Ep.287: (10.15.24) Q3 2024 International Strategy Recap 15.10.2024 4:23

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.

Ep.286: (10.15.24) Q3 2024 Select Recap 14.10.2024 10:45

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.

Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap 13.10.2024 6:01

Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.

Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap 08.10.2024 9:53

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.

Ep.283: (9.23.24) Revisiting Mid Caps 23.09.2024 13:58

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, joins the podcast to discuss the mid cap space, unique opportunities, and what he sees from mid caps relative to large and small.

Ep.282: (9.19.24) Fed Cuts and Anticipating More 19.09.2024 7:53

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the Fed’s 50bps cut, expectations around future rate cuts, and the effect on growth and inflation.

Ep.281: (9.05.24) Market Vol, Crowded Trades, Indicators 04.09.2024 10:18

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the continued market volatility, what is fueling the volatility, and indicators to monitor.

Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk 14.08.2024 9:54

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the CPI release, the recent spike in volatility and returning to balance, and assessing external risk factors.

Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24 30.07.2024 9:13

Chris Wallis, CEO and CIO at Vaughan Nelson, dissects the Fed's rate commentary, what the market is pricing in, and a look at 2H24 and 1H25.

Ep.278: (7.26.24) Q2 2024 International Strategy Recap 25.07.2024 4:30

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.

Ep.277: (7.22.24) Q2 2024 Global SMid Recap 21.07.2024 5:23

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.

Ep.276: (7.19.24) Q2 2024 Value Opportunity Recap 18.07.2024 9:38

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.

Ep.273: (7.15.24) Q2 2024 Select Recap 15.07.2024 11:23

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.

Ep.274: (7.15.24) Q2 2024 Small Cap Value Recap 14.07.2024 3:39

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.

Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump 14.07.2024 9:45

Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.

Ep.272: (06.20.24) Catalysts to Cut and Market Leadership 19.06.2024 9:29

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting rates and what will drive a greater breadth in market leadership.