The Jim Paulsen Show
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...
You're Misreading This Bull Market | Jim Paulsen on the Major Supports That Are About to Flip
Follow Jim at https://paulsenperspectives.substack.com/ In this episode, we sit down with Jim Paulsen to analyze the latest economic and market data through his lens of decades of market experience. J...
We Haven't Seen This in 80 Years | Jim Paulsen on What Ends the Hidden Recession
In this episode of the Jim Paulsen Show, we break down the state of the economy, the Fed’s policy stance, inflation risks, and what’s really happening beneath the surface of the stock market. Jim expl...