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The Jim Paulsen Show

Excess Returns
Federal Reserve
U.S. Economy
Inflation
GDP Growth
Unemployment
Productivity
New Era Spending
Monetary Policy
Tech Sector
Artificial Intelligence
Market Valuation
Recession Frequency
New Era Stocks
New Era
Job Market
Recession
Stock Market
Consumer Confidence
Tech Companies
Interest Rates

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. Whet... more

PublishesMonthlyEpisodes11Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Jim Paulsen returns to Excess Returns to discuss why he is increasingly concerned about a meaningful stock market pullback, even though he does not expect a bear market. We cover the extreme divide between AI-driven “new era” stocks and the rest of t... more

In this episode of the Jim Paulsen Show, we 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 concentration, international stocks, b... more

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 sentiment. The discussion explores whether today’s e... more

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 weaker than headline GDP numbers suggest, how technolog... more

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Recent Guests

Jim Paulsen
Market strategist and guest on the show
The Jim Paulsen Show / Excess Returns network
Episode: The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026

Host

Jim Paulsen
Veteran macro strategist and host with data-driven market insights; affiliated with the Excess Returns network.

Reviews

5.0 out of 5 stars from 7 ratings
  • Terrific!

    Look forward to this each month

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the data-driven, chart-backed approach to macro topics.
Guests often bring informed, credible macro insights that are useful for investors.
Hosts deliver clear, contrarian perspectives that challenge conventional market wisdom.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#226
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
Q: How should an investor think about tilting a portfolio in 2026?
Be overweight equities but maintain bond exposure given potential rate cuts; diversify into international markets as the dollar weakens; consider selective exposure to cyclical sectors and avoid over-allocating to gold or aggressively defensive assets.
The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
Q: What is your big-picture view for 2026 regarding growth and policy?
Growth is likely to stay sluggish in the near term due to lagged effects of restrictive policy; however, easing could shift the momentum and reanimate parts of the economy, especially New Era sectors, while keeping overall risk manageable with balanced allocations.
New Era Boom. Old Era Bust | Jim Paulsen on the Economy AI Is Hiding
Q: Is AI likely to be a superior long-term driver of growth, and how might it reshape inflation and policy?
AI could be a major productivity and innovation driver, potentially creating a disinflationary backdrop if it boosts efficiency; however, the transition could be uneven and may require continued policy support to prevent a drag on the economy from displacing labor.
New Era Boom. Old Era Bust | Jim Paulsen on the Economy AI Is Hiding
Q: What does bust-booming mean in the current economy, and why is it relevant now?
Bust-booming describes a bifurcated economy where a small, high-investment 'new era' sector booms while the rest of the economy lags, causing uneven growth and complicating traditional macro narratives.
They’re Fighting Phantom Inflation | Jim Paulsen on Why Growth Broke
Q: Do you have any more ideas as to why the duration of unemployment has doubled?
Paulsen attributes it to slower population growth, lower birth rates, and reduced immigration, which have collectively led to stagnation in job creation.

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Frequently Asked Questions About The Jim Paulsen Show

What is The Jim Paulsen Show about and what kind of topics does it cover?

A macro-focused program that blends long-term market perspectives with current economic shifts. Listeners commonly encounter analysis of inflation dynamics, Fed policy, and the interplay between technology-led growth and traditional sectors, along with data-driven charts and scenario planning for investors. The show often emphasizes contrarian thinking, historical context, and the potential implications of supply-side factors on inflation and growth. A recurring strength is translating complex macro signals into practical takeaways for portfolio positioning, risk assessment, and strategic planning across markets.

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Which podcasts are similar to The Jim Paulsen Show?

These podcasts share a similar audience with The Jim Paulsen Show:

1. Excess Returns
2. Two Quants and a Financial Planner
3. The OPEX Effect
4. The Meb Faber Show - Better Investing
5. Talking Billions with Bogumil Baranowski

How many episodes of The Jim Paulsen Show are there?

The Jim Paulsen Show launched a year ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on The Jim Paulsen Show include:

1. Jim Paulsen

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