HeyJaredThe Jim Paulsen Show
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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 13, 2026
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- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Earnings Look Great. Seven Sectors Disagree | Why Jim Paulsen Sees a Tech Bear Market Coming (opens the original)
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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 Reserve policy. Using 27 charts, he examines stalled job creation, rising oil prices, growing reliance on debt to finance AI investment, and why he expects a sharper correction in technology than in the broader S&P 500. Jim Paulsen on Twitter https://x.com/jimwpaulsen Paulsen Perspectives: Jim's research and charts https:/
When Falling Yields Become Bad News | Jim Paulsen on the Next Market Shift (opens the original)
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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 growth and recession fears. He also breaks down why the AI productivity boom may be overstated, how AI capital spending is supporting the economy, why Treasury yields look too high, and why investors may want to rebalance from new era technology stocks toward old era stocks and bonds. Jim Paulsen on X https://x.com/jimwp
The Six Cracks Beneath the AI Rally | Jim Paulsen's 33-Chart Case for a Correction (opens the original)
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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% stock market correction. We cover labor market weakness, the growing divide between technology and the broader economy, fading tech leadership, market complacency, bond yields and the demographic forces that could keep US growth and inflation lower for years. Jim also explains why he does not expect a recession or the e
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