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.221: (3.23.23) Fed Communication, Rate Direction, Insuring Deposits 23.03.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the latest from yesterday's Fed meeting, rate hike, and the unlikely scenario of fully insuring bank deposits.

Ep.220: (3.20.23) Is Monetary Tightening Coming to an End? 20.03.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on monetary tightening, the fed's upcoming decision, and impact of the past two weeks on decelerating growth and stabilization.

Ep.219: (3.10.23) Silicon Valley Bank: Is It Unique and What Are The Implications? 10.03.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.

Ep.218: (3.08.23) Leading Indicators and Positioning In The Short Term 08.03.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, examines disruptions in banks, commercial and residential real estate as leading indicators and thoughts on positioning for the near term.

Ep.217: (2.28.23) February Melt Up, Path Ahead, Ukraine Anniversary 28.02.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the played-out February melt up, reviews his position on current market conditions and second half indicators, and global economic changes resulting from a year of Russia - Ukraine conflict.

Ep.216: (2.15.23) Sticking to The Script and Working Through Earnings Season 15.02.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, walks through the recent market action and expectations.

Ep.215: (01.18.23) Soft Landing, Series of Resets, and Adapting Asset Allocation 18.01.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, runs through the current economic setup, a series of resets looming, and near term positioning.

Ep.214: (01.17.23) Q4 2022 International Small Cap Strategy Recap 17.01.2023

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 4th Quarter of 2022.

Ep.212: (01.13.23) Q4 2022 2022 Value Opportunity Recap 13.01.2023

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 4th Quarter of 2022.

Ep.213: (01.13.23) Q4 2022 Emerging Markets Recap 13.01.2023

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 4th Quarter of 2022.

Ep.209: (01.12.23) Q4 2022 Small Cap Value Recap 12.01.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 4th Quarter of 2022.

Ep.210: (01.12.23) Q4 2022 Select Strategy Recap 12.01.2023

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2022.

Ep.211: (01.12.23) Q4 2022 2022 Global SMid Strategy 12.01.2023

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2022.

Ep.208: (01.04.23) Energy Support, Tech Hit Hard, Fed Options 04.01.2023

Chris Wallis, CEO and CIO at Vaughan Nelson, kicks off 2023 reviewing the energy market, rotation away from tech, and what options exist for the Fed.

Ep.207: (12.21.22) Bank of Japan and We're On to 2023 21.12.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, details Bank of Japan's yield curve policy change, wraps up 2022, and thoughts as we roll into 2023.

Ep.206: (12.14.22) CPI Celebration, QTD Rallies, Thinking Ahead to 2023 14.12.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down yesterday's encouraging CPI print, the 4Q22 rally, and how the VN team is preparing for 2023.

Ep.205: (12.01.22) Market Pop, Inflation Tells, and Breadth and Depth of Correction 01.12.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down the strong market response to Powell's commentary, inflation data takeaways, and the breadth and depth of the correction.

Ep.204: (11.17.22) A CPI Pop and FTX Reverberations 17.11.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the market's strong response to positive CPI news and the FTX fallout.

Ep.203: (11.09.22) Midterm Gridlock, Earnings Trends, and a Coin Flip 09.11.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, notes the impact of mid-term election gridlock on the market, earnings season trends, and likelihood of a market rally through year end.

Ep.202: (11.03.22) October Rally, Another Fed Raise, Sustained Inflation 03.11.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, diffuses the October Rally, weighs in on the Fed raise, and thoughts on sustained higher inflation.

Ep.201: (10.20.22) Equity Market Set Up, Natural Gas, Beginning of Earnings Season, and A Fed Pivot 20.10.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the current equity market set up, explains the recent natural gas pullback, what we have seen so far during earnings, and what comes along with a Fed pivot.

Ep.200: (10.17.22) Q3 2022 Global SMid Strategy Recap 17.10.2022

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2022.

Ep.199: (10.14.22) Q3 2022 International Small Cap Strategy Recap 14.10.2022

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 3rd Quarter of 2022.

Ep.197: (10.13.22) Q3 2022 Small Cap Value Recap 13.10.2022

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the SCV strategy’s 3rd Quarter of 2022.

Ep.198: (10.13.22) Q3 2022 Select Strategy Recap 13.10.2022

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2022.

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