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.
The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
The Jim Paulsen ShowJanuary 06, 202600:57:11

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 Why Growth Broke
The Jim Paulsen ShowDecember 02, 202501:02:23

They’re Fighting Phantom Inflation | Jim Paulsen on Why Growth Broke

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...

The Case for Permanently Higher Market Valuations | Jim Paulsen
The Jim Paulsen ShowNovember 02, 202501:08:26

The Case for Permanently Higher Market Valuations | Jim Paulsen

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...

The Fuel Was Missing. It’s Coming Now | Jim Paulsen on the Support Switch That Just Flipped
The Jim Paulsen ShowSeptember 26, 202501:08:15

The Fuel Was Missing. It’s Coming Now | Jim Paulsen on the Support Switch That Just Flipped

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. Jim shares insights from his Paulsen Perspectives researc...