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

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Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions 8:21

5d ago8:21

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.Vaughan Nelson Investment Management による

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Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap 5:14

1M ago5:14

5:14

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up 7:07

1M ago7:07

7:07

Chris 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.Vaughan Nelson Investment Management による

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Ep.287: (10.15.24) Q3 2024 International Strategy Recap 4:23

1M ago4:23

4:23

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.286: (10.15.24) Q3 2024 Select Recap 10:45

1M ago10:45

10:45

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap 6:01

1M ago6:01

6:01

Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap 9:53

2M ago9:53

9:53

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.283: (9.23.24) Revisiting Mid Caps 13:58

2M ago13:58

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.Vaughan Nelson Investment Management による

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Ep.282: (9.19.24) Fed Cuts and Anticipating More 7:53

2M ago7:53

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.Vaughan Nelson Investment Management による

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Ep.281: (9.05.24) Market Vol, Crowded Trades, Indicators 10:18

3M ago10:18

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.Vaughan Nelson Investment Management による

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Ep.280: (8.14.24) CPI, Market Balance, and Positioning Risk 9:54

3M ago9:54

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.Vaughan Nelson Investment Management による

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Ep.279: (7.31.24) A September Cut, What's Priced In, and 2H24 9:13

4M ago9:13

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.Vaughan Nelson Investment Management による

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Ep.278: (7.26.24) Q2 2024 International Strategy Recap 4:30

4M ago4:30

4:30

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.277: (7.22.24) Q2 2024 Global SMid Recap 5:23

4M ago5:23

5:23

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 2nd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.276: (7.19.24) Q2 2024 Value Opportunity Recap 9:38

4M ago9:38

9:38

Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.273: (7.15.24) Q2 2024 Select Recap 11:23

4M ago11:23

11:23

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 2nd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.274: (7.15.24) Q2 2024 Small Cap Value Recap 3:39

4M ago3:39

3:39

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.275: (7.15.24) Run in Smalls, Bottoming Cycle, and Positioning for Trump 9:45

4M ago9:45

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.Vaughan Nelson Investment Management による

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Ep.272: (06.20.24) Catalysts to Cut and Market Leadership 9:29

5M ago9:29

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.Vaughan Nelson Investment Management による

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Ep.271: (06.04.24) Moving Along with Some Chop 5:22

6M ago5:22

5:22

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

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Ep.270: (05.01.24) Inflation, Correction, Deploying Capital 8:07

7M ago8:07

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.Vaughan Nelson Investment Management による

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Ep.269: (04.22.24) Q1 2024 Global SMid Recap 4:50

7M ago4:50

4:50

Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 1st Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.268: (04.18.24) Q1 2024 Small Cap Value Recap 4:33

7M ago4:33

4:33

Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.267: (04.18.24) Q1 2024 Select Recap 10:48

7M ago10:48

10:48

Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2024.Vaughan Nelson Investment Management による

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Ep.266: (04.17.24) Q1 2024 Value Opportunity Recap 6:47

7M ago6:47

6:47

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

8M 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

8M 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

9M 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

9M 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

10M 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

11M 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

11M 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

11M 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

11M 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

11M 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

12M 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1+ y 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

1+ y 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

1+ y 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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