The Jim Paulsen Show

The Jim Paulsen Show

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.
We Asked Jim Paulsen What Happens When 87% of the Economy Can No Longer Be Ignored
The Jim Paulsen ShowMay 06, 202600:54:38

We Asked Jim Paulsen What Happens When 87% of the Economy Can No Longer Be Ignored

Jim Paulsen returns to discuss why the U.S. economy may be weaker beneath the surface than the headline numbers suggest. We cover inflation, the Fed, oil risk, the Mag 7, AI spending, market concentra...

The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time
The Jim Paulsen ShowApril 07, 202600:59:22

The Walmart Indicator Just Hit 2008 Levels | Jim Paulsen on the Big Difference This Time

This episode of Excess Returns features Jim Paulsen breaking down the current macro environment through a series of powerful indicators, including oil, interest rates, consumer behavior, and market se...

1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight
The Jim Paulsen ShowMarch 07, 202601:01:36

1% Growth. Zero Jobs | Jim Paulsen on the Recession Hiding in Plain Sight

In this episode of the Jim Paulsen Show, Jim Paulsen joins Jack Forehand and Justin Carbonneau to break down the macro forces shaping today’s markets and economy. Jim explains why the economy may be f...

The Bull Market No One Sees | Jim Paulsen on How Leadership Shifts Without a Crash
The Jim Paulsen ShowFebruary 06, 202601:00:05

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...