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.
Latest episodes
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1 h 02
Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal A/B Test
Jim Paulsen sees a risk of a sharp stock market correction as financial conditions tighten and investors grow comfortable with tech's long run of leadership. But his warning does n…
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1 h 01
Earnings Look Great. Seven Sectors Disagree | Why Jim Paulsen Sees a Tech Bear Market Coming
Jim Paulsen joins Jack Forehand and Matt Zeigler to explore why booming AI earnings may be masking a weakening U.S. economy, and what that means for stocks, bonds, and Federal Rese…
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1 h 00
When Falling Yields Become Bad News | Jim Paulsen on the Next Market Shift
In this episode of The Jim Paulsen Show, Jim explains why weakening labor data, softening inflation, and lagged policy tightening could shift markets from inflation fears toward gr…
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58 min
The Six Cracks Beneath the AI Rally | Jim Paulsen's 33-Chart Case for a Correction
In this episode of the Jim Paulsen Show we discuss why weakening economic momentum, tightening financial conditions and extreme AI enthusiasm could set the stage for a 10% to 20% s…
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1 h 01
We Asked Jim Paulsen Why the AI Rally Is Getting Riskier — And a Meaningful Correction May Be Coming
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 t…
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55 min
New Era Boom. Old Era Bust | Jim Paulsen on the Economy AI Is Hiding
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,…
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59 min
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 beh…
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1 h 01
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 econ…
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1 h 00
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…
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57 min
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 headli…
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1 h 02
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…
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1 h 08
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 frequ…
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1 h 08
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…
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1 h 01
The Fed, Growth, and the Hidden Recession
In this episode, we break down the state of the economy, the Fed’s policy stance, inflation risks, and what’s really happening beneath the surface of the stock market. Jim explains…
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57 min
The Case for a Broadening Bull Market
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…