The Jim Paulsen Show
Episodes
1% Growth. Zero Jobs | Jim Paulsen on the Recession Investors Are Missing
07 Mar 2026
Contributed by Lukas
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 ec...
The Bull Market No One Sees | Jim Paulsen on How Leadership Shifts Without a Crash
06 Feb 2026
Contributed by Lukas
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 ...
The Data is Hot. The Economy is Not | Jim Paulsen on What You're Getting Wrong About 2026
06 Jan 2026
Contributed by Lukas
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 b...
They’re Fighting Phantom Inflation | Jim Paulsen on Why Growth Broke
02 Dec 2025
Contributed by Lukas
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 ...
The Case for Permanently Higher Market Valuations | Jim Paulsen
02 Nov 2025
Contributed by Lukas
In this episode, Jim Paulsen returns to dive deep into market valuations, why the traditional valuation range may have permanently shifted higher, and...
The Fuel Was Missing. It’s Coming Now | Jim Paulsen on the Support Switch That Just Flipped
26 Sep 2025
Contributed by Lukas
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 sha...
The Fed, Growth, and the Hidden Recession
27 Aug 2025
Contributed by Lukas
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...
The Case for a Broadening Bull Market
25 Jul 2025
Contributed by Lukas
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 e...