Vaughan Nelson Investment Management

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Podcast by Vaughan Nelson Investment Management

Vaughan Nelson Investment Management


    • May 14, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 12m AVG DURATION
    • 306 EPISODES


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    Latest episodes from Vaughan Nelson Investment Management

    Ep.307: (05.14.25) Tariffs Are a Tax, April Data, and Taking on Risk

    Play Episode Listen Later May 14, 2025 7:25


    Chris 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.

    Ep.306: (04.21.25) Q1 2025 Global SMid Strategy Recap

    Play Episode Listen Later Apr 21, 2025 5:09


    Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy's 1st Quarter of 2025.

    Ep.305: (04.16.25) Q1 2025 Select Strategy Recap

    Play Episode Listen Later Apr 16, 2025 8:16


    Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy's 1st Quarter of 2025.

    Ep.304: (04.16.25) Q1 2025 International Strategy Recap

    Play Episode Listen Later Apr 16, 2025 4:03


    Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 1st Quarter of 2025.

    Ep.303: (04.15.25) Q1 2025 Small Cap Value Recap

    Play Episode Listen Later Apr 15, 2025 6:05


    Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy's 1st Quarter of 2025.

    Ep.302: (04.15.25) Q1 2025 Value Opportunity Recap

    Play Episode Listen Later Apr 15, 2025 7:14


    Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 1st Quarter of 2025.

    Ep.301: (04.03.25) Tariff Shakeout - Market Sell Off, What to Expect

    Play Episode Listen Later Apr 2, 2025 13:01


    Chris 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.

    Ep.300: (03.24.25) US Correction, International Equities, and Economic Changes

    Play Episode Listen Later Mar 23, 2025 12:54


    Chris 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.

    Ep.299: (02.27.25) Tariffs, Response, Actions

    Play Episode Listen Later Feb 27, 2025 14:19


    Chris Wallis, CEO and CIO of Vaughan Nelson, takes an in depth look at tariffs, company responses, and investor actions.

    Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI

    Play Episode Listen Later Jan 27, 2025 12:23


    Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.

    Ep.297: (01.14.25) Q4 2024 International Strategy Recap

    Play Episode Listen Later Jan 14, 2025 4:31


    Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 4th Quarter of 2024.

    Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap

    Play Episode Listen Later Jan 14, 2025 7:35


    Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 4th Quarter of 2024.

    Ep.295: (01.14.25) Q4 2024 Select Recap

    Play Episode Listen Later Jan 14, 2025 10:58


    Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2024.

    Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap

    Play Episode Listen Later Jan 14, 2025 4:35


    Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy's 4th Quarter of 2024.

    Ep.294: (01.14.25) Q4 2024 Global SMid Recap

    Play Episode Listen Later Jan 14, 2025 4:59


    Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 4th Quarter of 2024.

    Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down.

    Play Episode Listen Later Dec 19, 2024 7:04


    Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.

    Ep.291: (12.11.24) Comfortable Inflation, 1H25, Specific Opportunities

    Play Episode Listen Later Dec 10, 2024 6:52


    Chris 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.

    Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions

    Play Episode Listen Later Nov 18, 2024 8:21


    Chris 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.

    Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap

    Play Episode Listen Later Oct 23, 2024 5:14


    Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 3rd Quarter of 2024.

    Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up

    Play Episode Listen Later Oct 22, 2024 7:07


    Chris Wallis, CEO and CEI 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.

    Ep.287: (10.15.24) Q3 2024 International Strategy Recap

    Play Episode Listen Later Oct 15, 2024 4:23


    Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy's 3rd Quarter of 2024.

    Ep.286: (10.15.24) Q3 2024 Select Recap

    Play Episode Listen Later Oct 14, 2024 10:45


    Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 3rd Quarter of 2024.

    Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap

    Play Episode Listen Later Oct 13, 2024 6:01


    Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy's 3rd Quarter of 2024.

    Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap

    Play Episode Listen Later Oct 8, 2024 9:53


    Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 3rd Quarter of 2024.

    Ep.283: (9.23.24) Revisiting Mid Caps

    Play Episode Listen Later Sep 23, 2024 13:58


    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.

    Ep.282: (9.19.24) Fed Cuts and Anticipating More

    Play Episode Listen Later Sep 19, 2024 7:53


    Chris 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.

    Ep.281: (9.05.24) Market Vol, Crowded Trades, Indicators

    Play Episode Listen Later Sep 4, 2024 10:18


    Chris 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.

    Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk

    Play Episode Listen Later Aug 14, 2024 9:54


    Chris 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.

    Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24

    Play Episode Listen Later Jul 30, 2024 9:13


    Chris 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.

    Ep.278: (7.26.24) Q2 2024 International Strategy Recap

    Play Episode Listen Later Jul 25, 2024 4:30


    Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 2nd Quarter of 2024.

    Ep.277: (7.22.24) Q2 2024 Global SMid Recap

    Play Episode Listen Later Jul 21, 2024 5:23


    Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 2nd Quarter of 2024.

    Ep.276: (7.19.24) Q2 2024 Value Opportunity Recap

    Play Episode Listen Later Jul 18, 2024 9:38


    Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 2nd Quarter of 2024.

    Ep.273: (7.15.24) Q2 2024 Select Recap

    Play Episode Listen Later Jul 15, 2024 11:23


    Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2024.

    Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump

    Play Episode Listen Later Jul 14, 2024 9:45


    Chris 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.

    Ep.274: (7.15.24) Q2 2024 Small Cap Value Recap

    Play Episode Listen Later Jul 14, 2024 3:39


    Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy's 2nd Quarter of 2024.

    Ep.272: (06.20.24) Catalysts to Cut and Market Leadership

    Play Episode Listen Later Jun 19, 2024 9:29


    Chris 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.

    Ep.271: (06.04.24) Moving Along with Some Chop

    Play Episode Listen Later Jun 3, 2024 5:22


    Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic environment this summer.

    Ep.270: (05.01.24) Inflation, Correction, Deploying Capital

    Play Episode Listen Later Apr 30, 2024 8:07


    Chris 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.

    Ep.269: (04.22.24) Q1 2024 Global SMid Recap

    Play Episode Listen Later Apr 21, 2024 4:50


    Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 1st Quarter of 2024.

    Ep.268: (04.18.24) Q1 2024 Small Cap Value Recap

    Play Episode Listen Later Apr 17, 2024 4:33


    Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy's 1st Quarter of 2024.

    Ep.267: (04.18.24) Q1 2024 Select Recap

    Play Episode Listen Later Apr 16, 2024 10:48


    Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 1st Quarter of 2024.

    Ep.266: (04.17.24) Q1 2024 Value Opportunity Recap

    Play Episode Listen Later Apr 16, 2024 6:47


    Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 1st Quarter of 2024.

    Ep.265: (04.05.24) Earnings and Gold

    Play Episode Listen Later Apr 4, 2024 5:31


    Chris Wallis, CEO and CIO at Vaughan Nelson, joins with his thoughts on the pending earnings season and the recent gold run.

    Ep.264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid

    Play Episode Listen Later Mar 20, 2024 11:10


    Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the Fed's willingness to tolerate higher inflation, tactical allocation, and asset classes to deemphasize.

    Ep.263: (02.28.24) Ex-US ATHs, Global Valuations, CPI

    Play Episode Listen Later Feb 27, 2024 6:48


    Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US markets and expectations stemming from CPI numbers.

    Ep.262: (02.15.24) ISM Up, CPI Up, Small vs. Large

    Play Episode Listen Later Feb 13, 2024 10:42


    Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the recent positive economic data, higher than expected inflation, and how he is thinking about small cap vs. large cap as an investor.

    Ep.261: (01.31.24) Bear Market to ATHs, Large and Small Cap, Earnings, and Election Year

    Play Episode Listen Later Jan 30, 2024 12:27


    Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the bear market and all-time highs, the gap between large and small cap stocks, earnings season takeaways, 4Q23 GDP boost, and election year market impact.

    Ep.260: (01.11.24) Q4 2023 Value Opportunity Recap

    Play Episode Listen Later Jan 10, 2024 8:26


    Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy's 4th Quarter of 2023.

    Ep.259: (01.11.24) Q4 2023 Global SMid Recap

    Play Episode Listen Later Jan 10, 2024 5:22


    Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy's 4th Quarter of 2023.

    Ep.258: (01.11.24) Q4 2023 Select Recap

    Play Episode Listen Later Jan 10, 2024 13:04


    Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 4th Quarter of 2023.

    Ep.257: (01.08.24) Q4 2023 Small Cap Value Recap

    Play Episode Listen Later Jan 7, 2024 4:15


    Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy's 4th Quarter of 2023.

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