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Trump initiatives and escalating political tensions

Chris Wallis, CEO and CIO of Vaughan Nelson, discusses potential market reactions to Trump policy...

Changing rate expectations and what might happen after the US election?

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses changing interest rate and inflation expectations...

Fed cuts and anticipating more

Chris Wallis, CEO and CIO at Vaughan Nelson, reviews the Fed’s 50bps cut, expectations around...

Market Vol, Crowded Trades, Indicators

Chris Wallis, CEO and CIO at Vaughan Nelson, joins the podcast to discuss the continued...

CPI, Market Balance, and Positioning Risk

Chris Wallis, CEO and CIO at Vaughan Nelson, discusses the CPI release, the recent spike...

A September Cut, What’s Priced In and 2024 Second Half Summary

CEO & CIO Chris Wallis dissects the Fed’s rate commentary, what the market is pricing...

Run in Smalls, Bottoming Cycle and Positioning for Trump

Chris Wallis, CEO and CIO at Vaughan Nelson, explores the market broadening last week, bottoming...

How AI megacaps are distorting the market and creating investment opportunities

On June 19th, 2024 Nvidia became the world’s most valuable company. Its rise has been...

Catalysts to Cut and Market Leadership

Chris Wallis, CEO and CIO at Vaughan Nelson, shares his view on the Fed cutting...

Moving Along with Some Chop

Chris Wallis, CEO and CIO at Vaughan Nelson, sees little change to the choppy economic...

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