Key topics include:
Why the Fed's recent approach differs from historical patterns
The changing nature of market valuations
The impact of technology on profit productivity
Why consumer confidence remains surprisingly low
The future of long-term bond yields
Drawing from over 40 years of market experience, Paulsen offers a data-driven yet practical perspective on where markets may be heading and why many conventional indicators may need updating for today's economy.
0:00 Intro
2:11 Early Career & Information Changes: How markets have evolved since the 1980s
13:39 The Great Recession Indicator Failure: Why traditional metrics stopped working
17:40 The Psychology of Recessions: Why preparedness prevents them
19:08 Main Street vs Wall Street: The puzzling disconnect in sentiment
25:30 Why Consumer Confidence Remains Low: The role of 24/7 news and pandemic impact
30:36 The Fed's Backward Policy: How they got it wrong and why it didn't matter
37:34 Bond Market Outlook: Why long bonds might be too high
43:13 Equity Market Outlook: The case for continued bullishness
48:58 Rethinking Valuations: Why traditional metrics may be obsolete
54:08 Technology's Impact: How innovation changes company valuation
1:00:11 Contrarian Views: What most peers disagree with
1:01:50 Key Investing Lessons: The importance of staying invested
1:04:50 Closing Comments & Contact Information
#investing #markets #economics #stockmarket #federalreserve
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