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Ep. 263: (02.28.24) Ex-US ATHs, Global Valuations, CPI
Chris Wallis, CEO and CIO at Vaughan Nelson, examines the disparities between the US and ex-US...

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Ep. 262: (02.15.24) ISM Up, CPI Up, Small vs. Large
Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast and breaks down the recent positive economic...

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Ep. 261: (01.31.24) Bear Market to ATHs, Large and Small Gap, Earnings, and Election Year.
Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the bear market and all-time highs, the gap...

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Ep. 260: (01.11.24) Q4 2023 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s...

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Ep. 259: (01.11.24) Q4 2023 Global SMid Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter...

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Ep. 258: (01.11.24) Q4 2023 Select Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter...

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Ep. 257: (01.08.24) Q4 2023 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of...

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Ep. 256: (01.04.24) Early Pull Back, 2024 Key Issues, 2% Target
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the market's early January pullback, key...

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Ep. 255: (12.14.23) Performance Chasing, 2024 Rates, Inflation, and All Time Highs
Chris Wallis, CEO and CIO at Vaughan Nelson, looks ahead to 2024 through the lens of recent call...

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Ep. 254: (11.16.23) Risk Assets Move Higher, Playing Offense, Looking at 2024
Chris Wallis, CEO and CIO at Vaughan Nelson, details the recent move higher in equities,...

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Ep. 253: (10.27.23) Tech Selloff, Not Enough Buyers, and Energy Trades Off
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses catalysts for the recent tech sell off, the...

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Ep. 252: (10.25.23) Q3 2023 Emerging Markets Recap
Marco Priani and Kevin Ross, Senior Portfolio Managers at Vaughan Nelson, recap the Emerging...

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