The Jim Paulsen Show

By Excess Returns

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Category: Investing

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Episodes: 10

Description

From one of Wall Street’s most seasoned and respected voices comes a fresh perspective on markets, the economy, and the forces shaping our financial future. In The Jim Paulsen Show, veteran strategist Jim Paulsen joins the Excess Returns network to share his independent, thought-provoking take on everything from interest rates and inflation to market sentiment and long-term investment trends. Whether you’re a professional investor or simply fascinated by macro strategy, this show delivers insight with clarity, historical context, and a healthy dose of contrarian thinking.

Episode Date
New Era Boom. Old Era Bust | Jim Paulsen on the Economy AI Is Hiding
May 06, 2026
The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
Apr 07, 2026
1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing
Mar 07, 2026
It's Been Dead for 18 Months | Jim Paulsen on the Hidden Market Leadership Change
Feb 06, 2026
The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
Jan 06, 2026
They’re Fighting Phantom Inflation | Jim Paulsen on Why Growth Broke
Dec 02, 2025
The Case for Permanently Higher Market Valuations | Jim Paulsen
Nov 02, 2025
The Fuel Was Missing. It’s Coming Now | Jim Paulsen on the Support Switch That Just Flipped
Sep 26, 2025
The Fed, Growth, and the Hidden Recession
Aug 27, 2025
The Case for a Broadening Bull Market
Jul 25, 2025