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Ep. 354: (09.10.26) Winners & Warnings - Artificial Intelligence: More Compute, Fewer Architectures
Adam Rich, Deputy CIO at Vaughan Nelson, why the Custom Application Specific Integrated Circuits...
September 10, 2026
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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%E2%80%99s AI stock volatility and...
August 12, 2026
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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.
August 07, 2026
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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...
July 16, 2026
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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...
July 16, 2026
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Ep. 349: (07.13.26) Q2 2026 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s...
July 13, 2026
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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...
July 13, 2026
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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...
July 13, 2026
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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...
May 19, 2026
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