Vaughan Nelson Investment Management

Vaughan Nelson Investment Management

Business EN ↓ 345 episodes

Podcast by Vaughan Nelson Investment Management

Author

Vaughan Nelson Investment Management

Category

Business

Podcast website

soundcloud.com

Latest episode

May 19, 2026

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Episodes

Ep.246: (10.05.23) Out of Balance and What Lies Ahead 04.10.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, returns to discuss recent market behavior and thoughts on what lies ahead for the next several quarters.

Ep.245: (9.13.23) Sign of Recession, Bear Rally, and Out of Balance 12.09.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.

Ep.244: (8.30.23) BRIC Conference, 2% Inflation, and China Weakness 29.08.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed's 2% inflation target, and China weakness and liquidity.

Ep.243: (8.16.23) Chinese Weakness, Energy & Inflation, Global Currencies, and Market Consolidation 15.08.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.

Ep.242: (8.02.23) U.S. Downgrade, Earnings Season, and Seasonal Weakness 01.08.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.

Ep.239: (7.27.23) State of The Global SMid Market 26.07.2023

Jim Eisenman, Portfolio Manager at Vaughan Nelson, discusses the current state of the Global SMid Market.

Ep.240: (7.27.23) Banks, GDP, and Deploying Cash 26.07.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the July bank rally, strong GDP print, and deploying cash in SCV.

Ep.241: (7.27.23) Q2 2023 Value Opportunity Recap 26.07.2023

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.

Ep.237: (7.25.23) Q2 2023 International Small Cap Strategy Recap 24.07.2023

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 2nd Quarter of 2023

Ep.238: (7.25.23) Q2 2023 Emerging Markets Recap 24.07.2023

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 2nd Quarter of 2023.

Ep.236: (7.20.23) Q2 2023 Global SMid Recap 20.07.2023

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2023.

Ep.234: (7.19.23) Q2 2023 Small Cap Value Recap 19.07.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2023.

Ep.235: (7.19.23) Q2 2023 Select Recap 19.07.2023

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2023.

Ep.233: (7.13.23) Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning 13.07.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.

Ep.232: (6.1.23) Debt Ceiling Resolved, AI Rally, Fed Expectations, and Seasonal Weakness 01.06.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.

Ep.231: (5.17.23) Debt Ceiling, Rate Pivot, Market Ranges 17.05.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.

Ep.230: (5.04.23) Fed Tools, Bank Troubles, Regionals, USD, and Debt Ceiling 04.05.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.

Ep.228: (4.26.23) Q1 2023 International Small Cap Strategy Recap 26.04.2023

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 1st Quarter of 2023.

Ep.229: (4.26.23) Pending 1Q23 GDP, Tech Earnings, Revisiting Regional Banks 26.04.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.

Ep.227: (4.18.23) Base Case, Data Points, and Saudi - Iran Relations 18.04.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.

Ep.224: (4.17.23) Q1 2023 Emerging Markets Recap 17.04.2023

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets strategy’s 1st Quarter of 2023.

Ep.225: (4.17.23) Q1 2023 Global SMid Recap 17.04.2023

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2023.

Ep.226: (4.17.23) Q1 2023 Select Recap 16.04.2023

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2023.

Ep.223: (4.13.23) Q1 2023 Small Cap Value Recap 13.04.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2023.

Ep.222: (4.10.23) Q1 2023 Value Opportunity Recap 10.04.2023

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2023.

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