Featuring Dan Wiener and Jim Lowell
The first half of 2020 saw record market highs before COVID-19 took its expansive human, economic and A financial instrument giving the holder a proportion of the ownership and earnings of a company. market toll. With A measure of how large the changes in an asset’s price are. The more volatile an asset, the more likely that its price will experience sharp rises and steep drops over time. The more volatile an asset is, the riskier it is to invest in. 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 The probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. on their radar screens for the rest of the year
- Are A stock whose issuing company is expected to grow at a significantly higher rate than the market. overvalued? Are A stock that is statistically cheap as a multiple of its earnings or book value, as compared to the overall stock market. 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!