Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Podcast by Vaughan Nelson Investment Management
Author
Vaughan Nelson Investment Management
Category
Podcast website
Latest episode
May 19, 2026
Where to listen?
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Episodes
Ep.246: (10.05.23) Out of Balance and What Lies Ahead 04.10.2023 10:09
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 18:59
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 8:06
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 12:38
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 8:28
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 8:56
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 8:35
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 8:31
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 14:19
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 12:32
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 6:53
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 5:07
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 14:08
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 17:15
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 7:27
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 11:50
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 20:26
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 10:42
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 10:19
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 7:08
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 8:34
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 6:36
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 9:02
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 6:50
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 7:55
Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2023.
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