Vaughan Nelson Investment Management

Hosted by Vaughan Nelson Investment Management

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Episodes

352

Latest episode

Aug 2026

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About the show

Podcast by Vaughan Nelson Investment Management

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September 10, 202617 min

Ep.354: (09.10.26) Winners & Warnings - Artificial Intelligence: More Compute, Fewer Architectures

Why the Custom Application Specific Integrated Circuits (ASIC) boom may be the real bubble.

August 12, 202616 min

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’s AI stock volatility and financing, the US assistance in stabilizing the Yen and the rise of the long end of sovereign yield curves, an inflation update, and second half 2026 thoughts.

August 7, 202612 min

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.

July 16, 202611 min

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 Quarter of 2026.

July 16, 20267 min

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 of 2026.

July 13, 20269 min

Ep.349: (07.13.26) Q2 2026 Value Opportunity Recap

Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 2nd Quarter of 2026.

July 13, 20269 min

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 of 2026.

July 13, 20266 min

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 of 2026.

May 19, 20268 min

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 instability, as well as an inflation tick up and investor expectations.

April 15, 20267 min