最高の Vaughan Nelson Investment Management ポッドキャスト (2024)

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.265: (04.05.24) Earnings and Gold 5:31

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16d ago5:31

5:31

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

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Ep.264: (03.21.24) Tolerating Inflation, Tactical Shifts, Areas to Avoid 11:10

1M ago11:10

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.Vaughan Nelson Investment Management による

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Ep.263: (02.28.24) Ex-US ATHs, Global Valuations, CPI 6:48

2M ago6:48

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.Vaughan Nelson Investment Management による

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Ep.262: (02.15.24) ISM Up, CPI Up, Small vs. Large 10:42

2M ago10:42

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.Vaughan Nelson Investment Management による

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Ep.261: (01.31.24) Bear Market to ATHs, Large and Small Cap, Earnings, and Election Year 12:27

3M ago12:27

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.Vaughan Nelson Investment Management による

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Ep.259: (01.11.24) Q4 2023 Global SMid Recap 5:22

3M ago5:22

5:22

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.260: (01.11.24) Q4 2023 Value Opportunity Recap 8:26

3M ago8:26

8:26

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.258: (01.11.24) Q4 2023 Select Recap 13:04

3M ago13:04

13:04

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.257: (01.08.24) Q4 2023 Small Cap Value Recap 4:15

4M ago4:15

4:15

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.256: (01.04.24) Early Pull Back, 2024 Key Issues, 2% Target 9:44

4M ago9:44

9:44

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market's early January pullback, key issues for 2024, and how realistic is 2% inflation.Vaughan Nelson Investment Management による

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Ep.255: (12.14.23) Performance Chasing, 2024 Rates, Inflation, and All Time Highs 14:19

4M ago14:19

14:19

Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 2024 through the lens of recent call purchases, Fed action, inflation trends, and the market approaching all-time highs.Vaughan Nelson Investment Management による

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Ep.254: (11.16.23) Risk Assets Move Higher, Playing Offense, Looking at 2024 14:02

5M ago14:02

14:02

Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent move higher in equities, positioning portfolios offensively, and expectations as we approach 2024.Vaughan Nelson Investment Management による

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Ep.253: (10.27.23) Tech Selloff, Not Enough Buyers, and Energy Trades Off 9:15

6M ago9:15

9:15

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses catalysts for the recent tech sell off, the mismatch between buyers and supply, and energy selling off amidst a Middle East conflict.Vaughan Nelson Investment Management による

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Ep.252: (10.25.23) Q3 2023 Emerging Markets Recap 13:03

6M ago13:03

13:03

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 3rd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.251: (10.20.23) A Multipolar World, Renewed Balance, and Finishing on a Low 14:07

6M ago14:07

14:07

Chris Wallis, CEO and CIO at Vaughan Nelson, reflects on the undergoing shift toward a multipolar world, the impact of risk assets, and what the market closing on the low of the day implies.Vaughan Nelson Investment Management による

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Ep.249: (10.12.23) Q3 2023 2023 Global SMid Recap 6:44

7M ago6:44

6:44

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.250: (10.12.23) Q3 2023 2023 Select Recap 16:35

7M ago16:35

16:35

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.248: (10.11.23) Q3 2023 2023 Value Opportunity Recap 8:26

7M ago8:26

8:26

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 3rd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.247: (10.10.23) Q3 2023 Small Cap Value Recap 5:12

7M ago5:12

5:12

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.246: (10.05.23) Out of Balance and What Lies Ahead 10:09

7M ago10:09

10:09

Chris Wallis, CEO and CIO at Vaughan Nelson, returns to discuss recent market behavior and thoughts on what lies ahead for the next several quarters.Vaughan Nelson Investment Management による

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

7M ago18:59

18:59

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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Ep.244: (8.30.23) BRIC Conference, 2% Inflation, and China Weakness 8:06

8M ago8:06

8:06

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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Ep.243: (8.16.23) Chinese Weakness, Energy & Inflation, Global Currencies, and Market Consolidation 12:38

8M ago12:38

12:38

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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Ep.242: (8.02.23) U.S. Downgrade, Earnings Season, and Seasonal Weakness 8:28

9M ago8:28

8:28

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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Ep.241: (7.27.23) Q2 2023 Value Opportunity Recap 8:31

9M ago8:31

8:31

Senior Portfolio Manager Dennis Alff recaps the Value Opportunity strategy’s 2nd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.239: (7.27.23) State of The Global SMid Market 8:56

9M ago8:56

8:56

Jim Eisenman, Portfolio Manager at Vaughan Nelson, discusses the current state of the Global SMid Market.Vaughan Nelson Investment Management による

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Ep.240: (7.27.23) Banks, GDP, and Deploying Cash 8:35

9M ago8:35

8:35

Chris Wallis, CEO and CIO at Vaughan Nelson, examines the July bank rally, strong GDP print, and deploying cash in SCV.Vaughan Nelson Investment Management による

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Ep.237: (7.25.23) Q2 2023 International Small Cap Strategy Recap 14:19

9M ago14:19

14:19

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 2nd Quarter of 2023Vaughan Nelson Investment Management による

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Ep.238: (7.25.23) Q2 2023 Emerging Markets Recap 12:32

9M ago12:32

12:32

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging Markets strategy’s 2nd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.236: (7.20.23) Q2 2023 Global SMid Recap 6:53

9M ago6:53

6:53

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.234: (7.19.23) Q2 2023 Small Cap Value Recap 5:07

9M ago5:07

5:07

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.235: (7.19.23) Q2 2023 Select Recap 14:08

9M ago14:08

14:08

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.233: (7.13.23) Inflation Outlook, Liquidity Risks, NASDAQ 100 Repositioning 17:15

10M ago17:15

17:15

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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Ep.232: (6.1.23) Debt Ceiling Resolved, AI Rally, Fed Expectations, and Seasonal Weakness 7:27

11M ago7:27

7:27

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.231: (5.17.23) Debt Ceiling, Rate Pivot, Market Ranges 11:50

11M ago11:50

11:50

Chris Wallis, CEO and CIO at Vaughan Nelson, covers the latest on the debt ceiling, Fed rate action, and potential market outcomes from here.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

12M ago20:26

20:26

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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Ep.228: (4.26.23) Q1 2023 International Small Cap Strategy Recap 10:42

12M ago10:42

10:42

Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the International Small Cap strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.229: (4.26.23) Pending 1Q23 GDP, Tech Earnings, Revisiting Regional Banks 10:19

12M ago10:19

10:19

Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 1Q23 GDP expectations, covers recent earnings, and an update on regional banks.Vaughan Nelson Investment Management による

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Ep.227: (4.18.23) Base Case, Data Points, and Saudi - Iran Relations 7:08

1y ago7:08

7:08

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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Ep.225: (4.17.23) Q1 2023 Global SMid Recap 6:36

1y ago6:36

6:36

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

1
Ep.224: (4.17.23) Q1 2023 Emerging Markets Recap 8:34

1y ago8:34

8:34

Kevin Ross, Senior Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.226: (4.17.23) Q1 2023 Select Recap 9:02

1y ago9:02

9:02

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.223: (4.13.23) Q1 2023 Small Cap Value Recap 6:50

1y ago6:50

6:50

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.222: (4.10.23) Q1 2023 Value Opportunity Recap 7:55

1y ago7:55

7:55

Senior Portfolio Manager Chad Fargason recaps the Value Opportunity strategy’s 1st Quarter of 2023.Vaughan Nelson Investment Management による

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Ep.221: (3.23.23) Fed Communication, Rate Direction, Insuring Deposits 15:08

1y ago15:08

15:08

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

1y ago8:43

8:43

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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