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.
1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing
The Jim Paulsen ShowMarch 07, 202601:01:35

1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing

In this episode of the Jim Paulsen Show, Jim 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 far weake...

It's Been Dead for 18 Months | Jim Paulsen on the Hidden Market Leadership Change
The Jim Paulsen ShowFebruary 06, 202601:00:04

It's Been Dead for 18 Months | Jim Paulsen on the Hidden Market Leadership Change

In this episode of the Jim Paulsen Show, Jim 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 recent ...

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...