Excess Returns

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In the premiere episode of our new monthly series, The JimPaulsen Show we dig into Jim's latest research and the charts that definetoday's economic and market landscape. Jim lays out a compelling case for whythe private sector is more resilient than many believe, why a recession may notbe on the horizon, and why so many parts of the market still look cheap despiterecord index levels. We explore the implications of tariffs, theunderappreciated productivity boom, the potential for a market broadening, andthe risks posed by policy uncertainty.

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

🔍 Topics Covered:

The Case for a Broadening Bull Market | Jim Paulsen