Episodes

Ep.170: (04.26.22) Q1 2022 International Small Cap Recap 26.04.2022 9:38

Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps the International Small Cap strategy’s 1st Quarter of 2022.

Ep.171: (04.26.22) Tech Falling, Energy Volatility, and Searching for a Bottom 26.04.2022 7:52

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the Technology sector's struggles, continued volatility in Energy, and expectations for a market bottom.

Ep.169: (04.25.22) Q1 2022 Global SMid Recap 25.04.2022 4:46

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2022.

Ep.167: (04.22.22) Q1 2022 Emerging Markets Recap 22.04.2022 10:09

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 1st Quarter of 2022.

Ep.168: (04.22.22) Have Commodity Prices Peaked and Is the Bottom In The Market? 22.04.2022 12:30

Chris Wallis, CEO and CIO at Vaughan Nelson, covers S&P earnings, the market reversal, recession indicators, supply side shortages, and the ongoing impact of Russia-Ukraine on energy.

Ep.165: (04.20.22) Q1 2022 Small Cap Value Recap 20.04.2022 4:17

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2022.

Ep.166: (04.20.22) Q1 2022 Value Opportunity Recap 20.04.2022 8:21

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2022.

Ep.164: (04.19.22) Q1 2022 Select Recap 19.04.2022 10:30

Senior Portfolio Manager Scott Weber recaps the Select strategy’s 1st Quarter of 2022.

Ep.163: (04.12.22) Calculating Inflation, Shrinking Fed Bal Sheet, Fighting Inflationary Pressures 12.04.2022 10:03

Chris Wallis, CEO and CIO at Vaughan Nelson, details how inflation is calculated, pricing in a shrinking balance sheet, and how aggressive the Fed will be combatting inflation.

Ep.162: (04.01.22) Oil Reserves, Russian Rubles, and Inverted Yield Curve 01.04.2022 11:51

Chris Wallis, CEO and CIO at Vaughan Nelson, examines Biden's decision to release 1mm barrels/day of oil, Russia only transaction natural gas in rubles, the recently inverted yield curve, and the drift from globalism.

Ep.161: (03.24.22) Rate Hikes and Choppy Markets 24.03.2022 6:41

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the rate increase, why the market is unable to find traction, and what in the Russia-Ukraine crisis is already priced.

Ep.160: (03.10.22) Market Bounce, Resilient Small Cap Value, and Energy Dependency 10.03.2022 21:35

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market bounce, the resilience of small cap value, the US and EU moving away from Russian fossil fuels, and preparing as an investor.

Ep.159: (03.08.22) Vaughan Nelson International Team: Investing During Geopolitical Instability 08.03.2022 14:11

Senior Portfolio Managers Marco Priani and Kevin Ross join the podcast and share historical context surrounding the Russia - Ukraine conflict and how the team is positioning their portfolios and investing in the ex-US market.

Ep. 157: (03.03.22) Russia – Ukraine: Sanctions, Commodities, and Investing Through Instability 03.03.2022 13:27

Chris Wallis, CEO and CIO at Vaughan Nelson, joins to podcast for an initial take on the Russian – Ukrainian impact for sanctions, commodities, and Vaughan Nelson’s portfolio management.

Ep.158:(03.03.22)Rus-Ukr pt 2 Econ Slowdown, Inflationary Press, Reverbs for Companies in Rus Market 03.03.2022 13:16

Chris Wallis, CEO and CIO at Vaughan Nelson, joins for the second podcast this week focusing on inflationary pressures, companies distancing themselves from Russia, new rate expectations, US equity market correction, and areas to watch for stability.

Ep. 156: (02.17.22) There's Weeks When Decades Happen 16.02.2022 10:01

Chris Wallis, CEO and CIO at Vaughan Nelson, counts down to March's anticipated rate hike, Consumer weakness, Energy's continued strength, and investing during periods of heightened geopolitical risk.

Ep. 155: (02.11.22) 2022 Everything Is Transitory If You Give It Enough Time 11.02.2022 12:17

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the huge market cap swings of the past week, CPI with its highest print in 40 years, and the largest credit market in history with little liquidity.

Ep. 154: (02.03.22) Rough January, Economy Polling Down, and Rocky Road Ahead 03.02.2022 8:10

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to review the market's tough start to the year, an overwhelming majority of Americans are negative on the economy, and what lies ahead in 2022.

Ep. 153: (01.27.22) 2022 Expected Hikes, Russia - Ukraine, and What Do Investors Do Now 27.01.2022 13:15

Chris Wallis, CEO and CIO at Vaughan Nelson, covers Powell's comments and expected rate hikes, the significance of Russia - Ukraine tensions, and thoughts on how investors should approach the current selloff.

Ep. 148: (01.19.22) Q4 2021 Select Recap 19.01.2022 10:52

Senior Portfolio Manager Scott Weber recaps the Select strategy’s 4th Quarter of 2021.

Ep. 149: (01.19.22) Q4 2021 Value Opportunity Recap 19.01.2022 7:09

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 4th Quarter of 2021.

Ep. 150: (01.19.22) Q4 2021 Emerging Markets Recap 19.01.2022 7:54

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the EM strategy’s 4th Quarter of 2021.

Ep. 151: (01.19.22) Q4 2021 Global SMid Recap 19.01.2022 7:32

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2021.

Ep. 152: (01.19.22) Q4 2021 Small Cap Value Recap 19.01.2022 4:29

Chris Wallis, CEO and CIO at Vaughan Nelson,, recaps the Small Cap Value strategy’s 4th Quarter of 2021.

Ep. 147: (01.07.22) New Growth or Pulled Forward Returns, Rough First Week, and Inflationary Cycle 07.01.2022 9:35

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his thoughts on the market's strong run, what has caused the pullback during the first week of 2022, and an update on the inflation cycle,