Ranked #1
Ep 039: Value Opportunity 3Q 2019 Recap
Ep 039: Value Opportunity 3Q 2019 Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 3rd Quarter of 2019.
9 Oct 2019
•
11mins
Ranked #2
Ep. 038: Recessing Liquidity
Ep. 038: Recessing Liquidity
Chris Wallis, CEO and CIO, discusses recessing liquidity, the Repo market, and impact on the US market.
25 Sep 2019
•
18mins
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Ep. 037: Flattening Yield Curve, Global Rates, and Expectations
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Chris Wallis, CEO and CIO, discusses the flattening yield curve, negative global rates, and the subsequent increased vol... Read more
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Ep. 036: All Time Highs, Rates, and Liquidity
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Ep 034: Value Opportunity 2Q 2019 Recap
Ep 034: Value Opportunity 2Q 2019 Recap
Chad Fargason, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 2nd Quarter of 2019.
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Ep. 035: Small Cap Value 2Q 2019 Recap
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Ep. 033: Select 2Q 2019 Recap
Ep. 033: Select 2Q 2019 Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy's 2nd Quarter of 2019.
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Ep. 032: Fed Comments and Policy
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Chris Wallis, CEO and CIO, reviews the Fed's recent comments, their impact on the equity market and current tools at the... Read more
10 Jun 2019
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Ep 031: US - China Trade Negotiations
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Chris Wallis,CEO and CIO at Vaughan Nelson, explores one of the most frequently discussed and influential headlines over... Read more
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Ep 030: All-time highs, economic growth, and where we go from here
Ep 030: All-time highs, economic growth, and where we go from here
Chris Wallis, CEO and CIO, discusses the April all-time highs, slowing economic indicators and what that means for the b... Read more
1 May 2019
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Ranked #11
Ep. 056: Value Opportunity 1Q 2020 Recap
Ep. 056: Value Opportunity 1Q 2020 Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps Value Opportunity's 1st Quarter of 2020.
9 Apr 2020
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Ep. 061: Depression, Japanification, 1Q20 earnings, and 2020 vs. 2008
Ep. 061: Depression, Japanification, 1Q20 earnings, and 2020 vs. 2008
Chris Wallis, CEO and CIO at Vaughan Nelson, compares the COVID-19 related recession to traditional recessions, whether ... Read more
30 Apr 2020
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Ep. 060: Jobs, Oil, Supply Chains, Stimulus Round Two, and Thoughts on Reopening
Ep. 060: Jobs, Oil, Supply Chains, Stimulus Round Two, and Thoughts on Reopening
Chris Wallis, CEO and CIO at Vaughan Nelson, looks back on the past week where we saw continued record number of unemplo... Read more
22 Apr 2020
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Ep. 059: Big Bounce, Unemployment, PPP, and a Reopening
Ep. 059: Big Bounce, Unemployment, PPP, and a Reopening
Chris Wallis, CEO and CIO at Vaughan Nelson, looks back at the past week where we saw the largest market upturn since th... Read more
17 Apr 2020
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Ep. 055: COVID-19 Market Update
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Chris Wallis, CEO and CIO at Vaughan Nelson, addresses the rapidly changing economic and equity market landscape. Chris ... Read more
9 Apr 2020
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23mins
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Ep. 057: Select 1Q 2020 Recap
Ep. 057: Select 1Q 2020 Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select strategy’s 1st Quarter of 2020.
9 Apr 2020
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13mins
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Ep. 058: International Small Cap Value 1Q 2020 Recap
Ep. 058: International Small Cap Value 1Q 2020 Recap
Marco Priani, Senior Portfolio Manager at Vaughan Nelson, recaps International Small Cap Value's 1st Quarter of 2020.
9 Apr 2020
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9mins
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Ep. 054: Small Cap Value 1Q 2020 Recap
Ep. 054: Small Cap Value 1Q 2020 Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps Small Cap Value's 1st Quarter of 2020.
6 Apr 2020
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8mins
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Ep. 053: Is $6 trillion enough?
Ep. 053: Is $6 trillion enough?
The US Gov announced a $6 trillion expansion plan this week. Is it enough? Are liquidity backstops sufficient? US credit... Read more
25 Mar 2020
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24mins
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Ep. 052: Liquidity. The Fed. Is it time to buy? If yes, then what?
Ep. 052: Liquidity. The Fed. Is it time to buy? If yes, then what?
Chris Wallis, CEO and CIO, shares his thoughts on the continued liquidity flush, relative valuation levels, the Fed's ef... Read more
12 Mar 2020
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18mins
