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Innehåll tillhandahållet av Vaughan Nelson Investment Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Vaughan Nelson Investment Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Vaughan Nelson Investment Management
Markera alla som (o)spelade ...
Manage series 1522012
Innehåll tillhandahållet av Vaughan Nelson Investment Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Vaughan Nelson Investment Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Podcast by Vaughan Nelson Investment Management
…
continue reading
297 episoder
Markera alla som (o)spelade ...
Manage series 1522012
Innehåll tillhandahållet av Vaughan Nelson Investment Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Vaughan Nelson Investment Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Podcast by Vaughan Nelson Investment Management
…
continue reading
297 episoder
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Vaughan Nelson Investment Management
![Vaughan Nelson Investment Management podcast artwork](/static/images/64pixel.png)
1 Ep.298: (01.28.25) Trump Policies, Liquidity, DeepSeek AI 12:23
12:23
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Chris Wallis, CEO and CIO of Vaughan Nelson, evaluates President Trump's economic policies, market liquidity, and the AI disruption resulting from DeepSeek.
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Vaughan Nelson Investment Management
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1 Ep.295: (01.14.25) Q4 2024 Select Recap 10:58
10:58
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 4th Quarter of 2024.
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Vaughan Nelson Investment Management
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1 Ep.296: (01.14.25) Q4 2024 Value Opportunity Recap 7:35
7:35
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Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 4th Quarter of 2024.
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Vaughan Nelson Investment Management
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1 Ep.297: (01.14.25) Q4 2024 International Strategy Recap 4:31
4:31
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 4th Quarter of 2024.
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Vaughan Nelson Investment Management
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1 Ep.294: (01.14.25) Q4 2024 Global SMid Recap 4:59
4:59
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 4th Quarter of 2024.
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Vaughan Nelson Investment Management
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1 Ep.293: (01.14.25) Q4 2024 Small Cap Value Recap 4:35
4:35
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Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 4th Quarter of 2024.
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Vaughan Nelson Investment Management
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1 Ep.292: (12.19.24) Fed Cut. Vol Up. Market Down. 7:04
7:04
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Chris Wallis, CEO and CIO of Vaughan Nelson, touches on yesterday's Fed cut, the resulting spike in volatility and market sell off.
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Vaughan Nelson Investment Management
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1 Ep.291: (12.11.24) Comfortable Inflation, 1H25, Specific Opportunities 6:52
6:52
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Chris Wallis, CEO and CIO of Vaughan Nelson, joins the podcast to discuss the state of inflation and possibility of future rate cuts, themes for the first half of 2025, and why investment opportunities are looking more specific.
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Vaughan Nelson Investment Management
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1 Ep.290: (11.19.24) Trump Initiatives, Year End Outlook, Escalating Geopolitical Tensions 8:21
8:21
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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.
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Vaughan Nelson Investment Management
![Vaughan Nelson Investment Management podcast artwork](/static/images/64pixel.png)
1 Ep.289: (10.24.24) Q3 2024 Global SMid Strategy Recap 5:14
5:14
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Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid strategy’s 3rd Quarter of 2024.
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Vaughan Nelson Investment Management
![Vaughan Nelson Investment Management podcast artwork](/static/images/64pixel.png)
1 Ep.288: (10.23.24) Fed Cut and Rates Rise, Upcoming Election, 2025 Set Up 7:07
7:07
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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.
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Vaughan Nelson Investment Management
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1 Ep.287: (10.15.24) Q3 2024 International Strategy Recap 4:23
4:23
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Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International strategy’s 3rd Quarter of 2024.
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Vaughan Nelson Investment Management
![Vaughan Nelson Investment Management podcast artwork](/static/images/64pixel.png)
1 Ep.286: (10.15.24) Q3 2024 Select Recap 10:45
10:45
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Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 3rd Quarter of 2024.
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Vaughan Nelson Investment Management
![Vaughan Nelson Investment Management podcast artwork](/static/images/64pixel.png)
1 Ep.285: (10.14.24) Q3 2024 Small Cap Value Recap 6:01
6:01
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Ben Carrier, Vice President of US Equities at Vaughan Nelson, recaps the Small Cap Value strategy’s 3rd Quarter of 2024.
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Vaughan Nelson Investment Management
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1 Ep.284: (10.09.24) Q3 2024 Value Opportunity Recap 9:53
9:53
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Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 3rd Quarter of 2024.
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