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.
Episodes
345
Latest episode
May 2026
Language
EN
About the show
Podcast by Vaughan Nelson Investment Management
Listen to episodes
April 15, 20267 min
Ep.345: (04.15.26) Q1 2026 Global SMid Strategy Recap
Jim Eisenman, Portfolio Manager at Vaughan Nelson, recaps the Global SMid Strategy’s 1st Quarter of 2026.
April 15, 202618 min
Ep.344: (04.15.26) Q1 2026 Emerging Markets Strategy Recap
Kevin Ross, Portfolio Manager at Vaughan Nelson, recaps the Emerging Markets Strategy’s 1st Quarter of 2026.
April 15, 202614 min
Ep.343: (04.14.26) Q1 2026 International Strategy Recap
Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy’s 1st Quarter of 2026.
April 15, 20268 min
Ep.342: (04.14.26) Q1 2026 Value Opportunity Recap
Dennis Alff, Senior Portfolio Manager at Vaughan Nelson, recaps the Value Opportunity strategy’s 1st Quarter of 2026.
April 15, 20266 min
Ep.341: (04.14.26) Q1 2026 Small Cap Value Recap
Chris Wallis, CEO and CIO at Vaughan Nelson, recaps the Small Cap Value strategy’s 1st Quarter of 2026.
April 15, 20268 min
Ep.340: (04.14.26) Q1 2026 Select Strategy Recap
Scott Weber, Senior Portfolio Manager at Vaughan Nelson, recaps the Select Strategy’s 1st Quarter of 2026.
April 9, 202611 min
Ep.339: (04.09.26) Set Up of The Market and Energy Expectations
Chris Wallis, CEO and CIO at Vaughan Nelson, shares his views on the market set up coming out of 1Q26 and the current state of the energy market result from the Iran conflict.
March 4, 202615 min
Ep.338: (03.04.26) Iran Conflict, AI and Software, and Private Credit
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impact, and trouble for private credit.
February 25, 202618 min
Ep.337: (02.25.26) Winners & Warnings - AI: First-Order Fears, Second-Order Opportunities
In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation and labor displacement, history suggests the more durable wealth creation occurs in the second phase of technological change — when companies reorganize their systems around a newly relaxed constraint. Drawing parallels to railroads, electrification, and the internet, we examine how first-order infrastructure investment differs from second-order innovation — and what capital allocation signals may define the next era of market leadership.
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