Vaughan Nelson Investment Management

by Vaughan Nelson Investment Management

Podcast by Vaughan Nelson Investment Management

Episodes

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

4m · Published 21 Apr 00:00

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

4m · Published 17 Apr 00:00

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

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

6m · Published 16 Apr 00:00

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

Ep.267: (04.18.24) Q1 2024 Select Recap

10m · Published 16 Apr 00:00

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

Ep.265: (04.05.24) Earnings and Gold

5m · Published 04 Apr 00:00

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

11m · Published 20 Mar 00:00

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

6m · Published 27 Feb 00:00

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

10m · Published 13 Feb 00:00

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

12m · Published 30 Jan 00:00

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.258: (01.11.24) Q4 2023 Select Recap

13m · Published 10 Jan 00:00

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

Vaughan Nelson Investment Management has 268 episodes in total of non- explicit content. Total playtime is 57:39:58. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on April 23rd, 2024 02:15.