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ポッドキャスト Vaughan Nelson Investment Management

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Vaughan Nelson Investment Management
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Ep.245: (9.13.23) Sign of Recession, Bear Rally, and Out of Balance 18:59

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Chris Wallis, CEO and CIO at Vaughan Nelson, bucks the idea that the economy is in the clear, places the 2024 run in historical bear rally terms, and reviews why the economy is out of balance.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.244: (8.30.23) BRIC Conference, 2% Inflation, and China Weakness 8:06

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Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the recent BRIC conference, Jerome Powell reiterating the Fed's 2% inflation target, and China weakness and liquidity.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.243: (8.16.23) Chinese Weakness, Energy & Inflation, Global Currencies, and Market Consolidation 12:38

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Chris Wallis, CEO and CIO at Vaughan Nelson, reviews recent Chinese weakness, inflationary pressures, a possible BRIC currency announcement, and recent US market consolidation.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.242: (8.02.23) U.S. Downgrade, Earnings Season, and Seasonal Weakness 8:28

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Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fitch U.S. credit rating downgrade, earnings season takeaways, and indicators as we enter a seasonally weak stretch.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.233: (7.13.23) Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning 17:15

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Chris Wallis, CEO and CIO at Vaughan Nelson, shares his inflation outlook, knock on effects of declining inflationary pressures, state of liquidity risk, and NASDAQ 100 reducing top name weights.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.232: (6.1.23) Debt Ceiling Resolved, AI Rally, Fed Expectations, and Seasonal Weakness 7:27

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Chris Wallis, CEO and CIO at Vaughan Nelson, joins to discuss the debt ceiling resolution, AI Associated rally, expectations for the June Fed meeting, and summer season weakness.Vaughan Nelson Investment Management による
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Ep.230: (5.04.23) Fed Tools, Bank Troubles, Regionals, USD, and Debt Ceiling 20:26

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Chris Wallis, CEO and CIO at Vaughan Nelson, joins to review a busy week full of a Fed rate raise, further banking troubles, USD status questioned, a rapidly approaching debt ceiling, and pushing out a recovery.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.227: (4.18.23) Base Case, Data Points, and Saudi - Iran Relations 7:08

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Chris Wallis, CEO and CIO at Vaughan Nelson, reiterates his base case, data points worth watching, and energy market implications resulting from Saudi Arabia and Iran restoring relations.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.221: (3.23.23) Fed Communication, Rate Direction, Insuring Deposits 15:08

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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.Vaughan Nelson Investment Management による
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Ep.220: (3.20.23) Is Monetary Tightening Coming to an End? 8:43

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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.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.219: (3.10.23) Silicon Valley Bank: Is It Unique and What Are The Implications? 19:08

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Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent developments surrounding Silicon Valley Bank and the broader implications on the financial system.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.218: (3.08.23) Leading Indicators and Positioning In The Short Term 9:17

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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.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.217: (2.28.23) February Melt Up, Path Ahead, Ukraine Anniversary 12:56

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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.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.205: (12.01.22) Market Pop, Inflation Tells, and Breadth and Depth of Correction 16:32

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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.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.203: (11.09.22) Midterm Gridlock, Earnings Trends, and a Coin Flip 9:48

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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.Vaughan Nelson Investment Management による
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Vaughan Nelson Investment Management
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Ep.201: (10.20.22) Equity Market Set Up, Natural Gas, Beginning of Earnings Season, and A Fed Pivot 17:32

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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.Vaughan Nelson Investment Management による
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