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The Case for a Broadening Bull Market | Jim Paulsen

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Manage episode 496493101 series 2581243
Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Subscribe on Apple Podcsasts

https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999

Subscribe on Spotify

https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc

Subscribe on YouTube

https://www.youtube.com/excessreturns

In the premiere episode of our new monthly series, The Jim Paulsen Show we dig into Jim's latest research and the charts that define today's economic and market landscape. Jim lays out a compelling case for why the private sector is more resilient than many believe, why a recession may not be on the horizon, and why so many parts of the market still look cheap despite record index levels. We explore the implications of tariffs, the underappreciated productivity boom, the potential for a market broadening, and the risks posed by policy uncertainty.

Whether you're a macro thinker, a data-driven investor, or just trying to make sense of this confusing market, Jim brings clarity, charts, and contrarian insight.

  continue reading

370 episodes

Artwork
iconShare
 
Manage episode 496493101 series 2581243
Content provided by Excess Returns. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Excess Returns or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Subscribe on Apple Podcsasts

https://podcasts.apple.com/us/podcast/the-jim-paulsen-show/id1828054999

Subscribe on Spotify

https://open.spotify.com/show/3QaBDVGuBZ3cZfFZ4mqPFc

Subscribe on YouTube

https://www.youtube.com/excessreturns

In the premiere episode of our new monthly series, The Jim Paulsen Show we dig into Jim's latest research and the charts that define today's economic and market landscape. Jim lays out a compelling case for why the private sector is more resilient than many believe, why a recession may not be on the horizon, and why so many parts of the market still look cheap despite record index levels. We explore the implications of tariffs, the underappreciated productivity boom, the potential for a market broadening, and the risks posed by policy uncertainty.

Whether you're a macro thinker, a data-driven investor, or just trying to make sense of this confusing market, Jim brings clarity, charts, and contrarian insight.

  continue reading

370 episodes

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