The S&P 500 may look expensive, but is there still value to be found? Jim Paulsen, economist and author of the Paulsen Perspectives Substack, pulls up a chair with Maggie Lake on Talking Markets to discuss how he sees the headline index hiding a split reality: new-era tech and communications stocks driving valuations to extremes, while much of the broader market still trades at reasonable levels. They dig into the concentration of leadership since 2022, the fundamentals behind it, and why old-era sectors, midcaps, and small caps could still offer considerable upside if they finally rotate into leadership.Follow Jim on Substack: https://substack.com/@jimpaulsenSupport us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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