Taking Stock: Dan Wiener and Jim Lowell’s Mid-Year Market Assessment - Adviser Investments

Taking Stock: Dan Wiener and Jim Lowell’s Mid-Year Market Assessment

July 8, 2020

Episode Description
Featuring Dan Wiener and Jim Lowell

The first half of 2020 saw record market highs before COVID-19 took its expansive human, economic and stock market toll. With volatility raging, monetary and fiscal policy provided a safety net, and some investors may be feeling that the worst of times are behind us. Is it time to throw caution to the wind and not “fight the Fed?”

For this special episode of The Adviser You Can Talk To Podcast, Chairman Dan Wiener and Chief Investment Officer Jim Lowell talk about the latest medical, market and economic trends, and how they’re assessing the investment landscape in advance of flu season and the upcoming election.

In this insightful conversation, Dan and Jim discuss:

  • The impact of medical data on the economy and corporate earnings
  • The dangers of investing on headlines
  • The risks on their radar screens for the rest of the year
  • Are growth stocks overvalued? Are value stocks underpriced?
  • … and much more!

During this uncertain investment environment, Dan’s and Jim’s decades of experience navigating volatile markets is more valuable than ever. For their analysis, click above to listen now!

Podcast released on July 8, 2020. This podcast is for informational purposes only. It is not intended as financial, legal, tax or insurance advice even though these topics may be discussed. Information and events addressed in this podcast, as well as the job titles, job functions and employment of the podcast’s participants with respect to Adviser Investments, LLC may have changed since this podcast was released. For more information on each individual featured in this podcast, see the Our People section of our website.

The Adviser You Can Talk To Podcast is a trademark of Adviser Investments, LLC. Registration pending.

© 2020 Adviser Investments, LLC. All Rights Reserved.


The old belief on Wall Street is that you can’t fight the Fed … What you can’t fight is what you can’t see, and that’s the coronavirus.

Dan Wiener


About The Adviser You Can Talk To Podcast

It’s never too soon to become a more informed investor. In these exclusive podcasts from Adviser Investments, Chairman Dan Wiener and our team of experienced investment professionals discuss timely and informative topics for investors like you.

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