Ep.355: (09.24.26) Raised Rates, Implications For Stocks, U.S. Midterms
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the Fed’s decision to raise rates, the implications for the equity market, and how U....
Radio and PodcastLive Radio & Podcasts
Business
Vaughan Nelson Investment Management
Podcast by Vaughan Nelson Investment Management
Episodes
20 of 354 episodesEp.354: (09.10.26) Winners & Warnings - Artificial Intelligence: More Compute, Fewer Architectures
Why the Custom Application Specific Integrated Circuits (ASIC) boom may be the real bubble.
Ep.353: (08.12.26) AI Stock Volatility, Sovereign Yield Curves, and 2H26 Outlook
Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down this summer’s AI stock volatility and financing, the US assistance in stabilizing t...
Ep.352: (08.07.26) Q2 2026 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 2nd Quarter of 2026.
Ep.351: (07.16.26) Q2 2026 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 2nd Quarter of 2026.
Ep.350: (07.16.26) Q2 2026 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 2nd Quarter of 2026.
Ep.347: (07.13.26) Q2 2026 Small Cap Value Recap
Ben Carrier, VP of US Equity at Vaughan Nelson, recaps the Small Cap Value strategy’s 2nd Quarter of 2026.
Ep.348: (07.13.26) Q2 2026 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 2nd Quarter of 2026.
Ep.349: (07.13.26) Q2 2026 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2026.
Ep.346: (05/19/26) The Aggressive 2Q26 Rally Slowing Down
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the strong start to 2Q26, the more recent instability, as well as an inflation tick up...
Ep.345: (04.15.26) Q1 2026 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.
Ep.344: (04.15.26) Q1 2026 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.
Ep.343: (04.14.26) Q1 2026 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.
Ep.342: (04.14.26) Q1 2026 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.
Ep.341: (04.14.26) Q1 2026 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2026.
Ep.340: (04.14.26) Q1 2026 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2026.
Ep.339: (04.09.26) Set Up of The Market and Energy Expectations
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the market set up coming out of 1Q26 and the current state of the energy ma...
Ep.338: (03.04.26) Iran Conflict, AI and Software, and Private Credit
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impa...
Ep.337: (02.25.26) Winners & Warnings - AI: First-Order Fears, Second-Order Opportunities
In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation...
Ep.336: (02.05.26) Benchmark Blind Spots: Emerging Markets
Adam Rich, deputy CIO and PM at Vaughan Nelson, breaks down why Emerging Markets are defined by capital constraints and concentrated outcome...