Episodes

Ep.195: (10.12.22) Q3 2022 Value Opportunity Recap 12.10.2022 10:42

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2022.

Ep.196: (10.12.22) Q3 2022 Emerging Markets Recap 12.10.2022 10:19

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 3rd Quarter of 2022.

Ep.194: (09.28.22) Sovereign Debt Risk, Bank of England QE, and Parabolic USD 28.09.2022 10:45

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the state of sovereign debt and default risk, Bank of England restarting QE, and the parabolic USD.

Ep.193: (09.22.22) Another 75bps and USD Strength 22.09.2022 7:51

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Fed’s most recent 75bps hike and the impact of continued USD strength.

Ep.192: (09.14.22) Correcting Through Time or Price 14.09.2022 12:06

Chris Wallis, CEO and CIO at Vaughan Nelson, touches on yesterday's CPI print and corresponding selloff, climate around a Fed pivot, and correcting through either time or price.

Ep.191: (08.31.22) Housing Weakness, European Energy, and S&P Outlook 31.08.2022 16:17

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the housing weakness trend, the European energy crisis, and S&P 500 earnings estimates and possible price levels.

Ep.190: (08.24.22) A Look at Housing, USD - Euro Relationship, Deepened Market Correction 24.08.2022 11:19

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the importance of housing in the US economy, the Euro dropping below the USD, and if the correction over the past week has the market any closer to a bottom.

Ep.189: (08.18.22) Not Yet the Bottom, China Disappoints, and End of Bear Market Signposts 18.08.2022 12:46

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the recent market rally, China's disappointing data, and signposts marking the end of the current bear market.

Ep.188: (08.01.22) Recession or Not, What to Take Away 01.08.2022 9:23

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the current market set up on the heels of the 2nd straight declining GDP quarter as well as an update on earnings’ season.

Ep.187: (07.28.22) Introduction to Global SMid 28.07.2022 7:12

Introduction to the Global SMid strategy with Lead Portfolio Manager Jim Eisenman.

Ep.186: (07.21.22) Market Whipsaw, USD - EURO Parity, Employment Update 21.07.2022 11:13

Chris Wallis, CEO and CIO at Vaughan Nelson, looks at last week's inflation print and ensuing whipsaw, the USD and Euro reaching parity, and an employment update.

Ep.185: (07.18.22) Q2 2022 International Small Cap Recap 18.07.2022 9:13

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 2nd Quarter of 2022.

Ep.184: (07.15.22) Q2 2022 Global SMid Recap 15.07.2022 5:31

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2022.

Ep. 182: (07.15.22) Q2 2022 Emerging Markets Recap 15.07.2022 10:00

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 2nd Quarter of 2022.

Ep.183: (07.15.22) Q2 2022 Select Recap 15.07.2022 10:42

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2022.

Ep. 180: (07.13.22) Q2 2022 Small Cap Value Recap 13.07.2022 5:01

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2022.

Ep. 181: (07.13.22) Q2 2022 Value Opportunity Recap 13.07.2022 8:22

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2022.

Ep.179: (07.05.22) (VNSYX) Mutual Fund 10 Year Anniversary Podcast 05.07.2022 6:47

Scott Weber, Lead Senior Portfolio Manager at Vaughan Nelson, joins the podcast for the Select (VNSYX) mutual fund's 10th anniversary.

Ep.178:(06.30.22) 1Q22 Recap: Volatility, Recession vs. Inflation, Port Positioning, Energy, The Fed 30.06.2022 16:38

Chris Wallis, CEO and CIO at Vaughan Nelson, revisits the first half of 2022 and covers market volatility, recession vs. inflation, portfolio positioning, energy, and the Fed.

Ep.177: (06.23.22) An Official Bear Market, Energy Pullback, and Staying Solvent 23.06.2022 12:24

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts as the S&P 500 officially entered bear market territory, energy and oil pulled back, and the Fed's responsibility.

Ep.176: (06.15.22) Market Reaction to Inflation, Fed's Pending Rate Hike, and Timing a Bottom 15.06.2022 19:44

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view of the market's reaction to the inflation print, thoughts on the Fed's pending rate hike, and searching for a market bottom.

Ep.175: (06.09.22) Sovereign Debt Troubles, ECB Raising Rates, Energy Prices Soaring 09.06.2022 11:51

Chris Wallis, CEO and CIO at Vaughan Nelson, walks through the potential global sovereign debt crisis, effect of the ECB raising rates in July, and the continued rise of energy.

Ep.174: (06.02.22) Why Raising Rates Doesn't Fight Inflation, QT Concerns, and Significance of 2H22 02.06.2022 13:39

Chris Wallis, CEO and CIO at Vaughan Nelson, illustrates why raising rates does not combat inflation, concerns with QT, and what he's watching in 2H22.

Ep.173: (05.26.22) An Oversold Bounce, Catalysts for the Next Move, Fed Options 26.05.2022 11:12

Chris Wallis, CEO and CIO at Vaughan Nelson, considers the sustainability of the market bounce, areas to watch in anticipation of the next move, and potential Fed options.

Ep.172: (05.19.22) Discounting the Slowdown, Peaking Yields, and What Will Be Recessed 19.05.2022 10:28

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses how far along the market is in discounting the economic slowdown, will peaking real yields support the equity market, and what areas of the market will be recessed.