The Jim Paulsen Show
The Bull Market No One Sees | Jim Paulsen on How Leadership Shifts Without a Crash
In this episode of Excess Returns, Jim Paulsen joins Jack Forehand and Justin Carbonneau to break down what’s really happening beneath the surface of today’s market and economy. Jim explains why recen...
The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
In this episode of the Jim Paulsen Show, Jim Paulsen joins Jack Forehand and Justin Carbonneau to break down what the economy and markets may really be signaling beneath the headline numbers. Drawing ...
They’re Fighting Phantom Inflation | Jim Paulsen on the Real 20-Year Crisis the Fed Ignores
In this episode, we’re joined again by Jim Paulsen to break down the key themes shaping markets and the economy heading into 2026. Jim explains why policymakers may be fighting the wrong battle, why r...
Your Valuation Scale is Broken | Jim Paulsen on Why the Mean Reversion You Expect May Never Come
In this episode, Jim Paulsen returns to dive deep into market valuations, why the traditional valuation range may have permanently shifted higher, and how shifts in recession frequency, liquidity, inn...