Podcast by Vaughan Nelson Investment Management
…
continue reading
Vaughan Nelson Investment Management Podcasts

1
Ep.314: (07.17.25) Q2 2025 Emerging Markets Strategy Recap
7:06
7:06
Play later
Play later
Lists
Like
Liked
7:06Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.313: (07.16.25) Q2 2025 Global SMid Strategy Recap
5:15
5:15
Play later
Play later
Lists
Like
Liked
5:15Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.312: (07.14.25) Q2 2025 International Strategy Recap
5:24
5:24
Play later
Play later
Lists
Like
Liked
5:24Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.311: (07.11.25) Q2 2025 Select Strategy Recap
9:11
9:11
Play later
Play later
Lists
Like
Liked
9:11Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.310: (07.10.25) Q2 2025 Value Opportunity Recap
9:08
9:08
Play later
Play later
Lists
Like
Liked
9:08Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.309: (07.10.25) Q2 2025 Small Cap Value Recap
4:03
4:03
Play later
Play later
Lists
Like
Liked
4:03Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.308: (06.26.25) US - Iran and All Time Highs. Rate Pressure.
7:57
7:57
Play later
Play later
Lists
Like
Liked
7:57Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the US' actions against Iran, the market simultaneously approaching all-time highs, and pressure on Chairman Powell to cut rates.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk
7:25
7:25
Play later
Play later
Lists
Like
Liked
7:25Chris Wallis, CEO and CIO at Vaughan Nelson, covers the role of tariffs, the U.S.' effort to increase taxes and reduce spending, April data and outlook, and taking on risk over the near to medium term.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.306: (04.21.25) Q1 2025 Global SMid Strategy Recap
5:09
5:09
Play later
Play later
Lists
Like
Liked
5:09Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.305: (04.16.25) Q1 2025 Select Strategy Recap
8:16
8:16
Play later
Play later
Lists
Like
Liked
8:16Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.304: (04.16.25) Q1 2025 International Strategy Recap
4:03
4:03
Play later
Play later
Lists
Like
Liked
4:03Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.303: (04.15.25) Q1 2025 Small Cap Value Recap
6:05
6:05
Play later
Play later
Lists
Like
Liked
6:05Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.302: (04.15.25) Q1 2025 Value Opportunity Recap
7:14
7:14
Play later
Play later
Lists
Like
Liked
7:14Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2025.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.301: (04.03.25) Tariff Shakeout - Market Sell Off, What to Expect
13:01
13:01
Play later
Play later
Lists
Like
Liked
13:01Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast during the post tariff sell off to discuss the market's reaction, investor expectations, and taking action.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes
12:54
12:54
Play later
Play later
Lists
Like
Liked
12:54Chris Wallis, CEO and CIO of Vaughan Nelson, touches on the US market correction and the noise around tariffs, the staying power of non-US equities, and changing economic themes globally.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.299: (02.27.25) Tariffs, Response, Actions
14:19
14:19
Play later
Play later
Lists
Like
Liked
14:19Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI
12:23
12:23
Play later
Play later
Lists
Like
Liked
12:23Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.By Vaughan Nelson Investment Management
…
continue reading
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap
7:35
7:35
Play later
Play later
Lists
Like
Liked
7:35Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.297: (01.14.25) Q4 2024 International Strategy Recap
4:31
4:31
Play later
Play later
Lists
Like
Liked
4:31Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.294: (01.14.25) Q4 2024 Global SMid Recap
4:59
4:59
Play later
Play later
Lists
Like
Liked
4:59Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap
4:35
4:35
Play later
Play later
Lists
Like
Liked
4:35Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down.
7:04
7:04
Play later
Play later
Lists
Like
Liked
7:04Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.291: (12.11.24) Comfortable Inflation, 1H25, Specific Opportunities
6:52
6:52
Play later
Play later
Lists
Like
Liked
6:52Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions
8:21
8:21
Play later
Play later
Lists
Like
Liked
8:21Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy initiatives, year-end outlook, and the escalating geopolitical tensions stemming from Ukraine launching long range weapons and China cutting underwater wires to Europe.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap
5:14
5:14
Play later
Play later
Lists
Like
Liked
5:14Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up
7:07
7:07
Play later
Play later
Lists
Like
Liked
7:07Chris Wallis, CEO and CIO of Vaughan Nelson, explains why, after the Fed cut rates, rates rose, short term implication the election has on the market, and 2025 set up depending on who is in the White House.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.287: (10.15.24) Q3 2024 International Strategy Recap
4:23
4:23
Play later
Play later
Lists
Like
Liked
4:23Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap
6:01
6:01
Play later
Play later
Lists
Like
Liked
6:01Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap
9:53
9:53
Play later
Play later
Lists
Like
Liked
9:53Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, joins the podcast to discuss the mid cap space, unique opportunities, and what he sees from mid caps relative to large and small.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.282: (9.19.24) Fed Cuts and Anticipating More
7:53
7:53
Play later
Play later
Lists
Like
Liked
7:53Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the Fed’s 50bps cut, expectations around future rate cuts, and the effect on growth and inflation.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.281: (9.05.24) Market Vol, Crowded Trades, Indicators
10:18
10:18
Play later
Play later
Lists
Like
Liked
10:18Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the continued market volatility, what is fueling the volatility, and indicators to monitor.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk
9:54
9:54
Play later
Play later
Lists
Like
Liked
9:54Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the CPI release, the recent spike in volatility and returning to balance, and assessing external risk factors.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24
9:13
9:13
Play later
Play later
Lists
Like
Liked
9:13Chris Wallis, CEO and CIO at Vaughan Nelson, dissects the Fed's rate commentary, what the market is pricing in, and a look at 2H24 and 1H25.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.278: (7.26.24) Q2 2024 International Strategy Recap
4:30
4:30
Play later
Play later
Lists
Like
Liked
4:30Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.276: (7.19.24) Q2 2024 Value Opportunity Recap
9:38
9:38
Play later
Play later
Lists
Like
Liked
9:38Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.274: (7.15.24) Q2 2024 Small Cap Value Recap
3:39
3:39
Play later
Play later
Lists
Like
Liked
3:39Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump
9:45
9:45
Play later
Play later
Lists
Like
Liked
9:45Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming of the industrial cycle, and reacting to momentum surrounding a potential Trump presidency.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.272: (06.20.24) Catalysts to Cut and Market Leadership
9:29
9:29
Play later
Play later
Lists
Like
Liked
9:29Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting rates and what will drive a greater breadth in market leadership.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.271: (06.04.24) Moving Along with Some Chop
5:22
5:22
Play later
Play later
Lists
Like
Liked
5:22Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.270: (05.01.24) Inflation, Correction, Deploying Capital
8:07
8:07
Play later
Play later
Lists
Like
Liked
8:07Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast with recent views on inflation, the inflation connected market correction, and how he's deploying capital.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.269: (04.22.24) Q1 2024 Global SMid Recap
4:50
4:50
Play later
Play later
Lists
Like
Liked
4:50Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.268: (04.18.24) Q1 2024 Small Cap Value Recap
4:33
4:33
Play later
Play later
Lists
Like
Liked
4:33Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading

1
Ep.266: (04.17.24) Q1 2024 Value Opportunity Recap
6:47
6:47
Play later
Play later
Lists
Like
Liked
6:47Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.By Vaughan Nelson Investment Management
…
continue reading
Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.By Vaughan Nelson Investment Management
…
continue reading