The Bull of Wall Street #49 – 'Paulsen Perspectives' author Jim Paulsen (recorded 11/17/25) скачать в хорошем качестве

The Bull of Wall Street #49 – 'Paulsen Perspectives' author Jim Paulsen (recorded 11/17/25)

In this episode, Jim Paulsen, PhD-trained economist and Paulsen Perspectives author, returns to The Bull of Wall Street to decode one of the strangest economic periods in modern history. Jim explains why this bull market may actually still be in its early stages, how policy has been historically tight beneath the surface, and why easing could unlock a broadening beyond the mega-cap names. He also dives into the misunderstood relationship between AI, productivity, and the future of work, and why the long-term outlook may be more optimistic than headlines suggest. What you’ll learn: Why Main Street sentiment looks like a recession despite rising markets How tech’s innovation cycle diverged from the traditional business cycle Why Jim believes this bull market behaves like an early-cycle advance How policy (rates, M2, yield curve, dollar) has remained too tight for too long Why small caps and cyclicals may be set for a catch-up trade How AI and productivity shifts could shape future growth Why the U.S. has a growth problem, not an inflation problem Jim’s long-term optimism for technology, global connectivity, and economic resilience Chapters: 02:00 – Is this a new bull market? Sentiment, character, and early-cycle signals 06:00 – The sentiment puzzle: Why Main Street feels terrible while markets rise 12:00 – Tech vs. the rest: How the “new era” economy masked an old-economy recession 18:00 – Productivity, profits, and why tech may operate on its own innovation cycle 24:00 – Policy has been historically tight — and how easing could broaden the market 31:00 – Small caps, cyclicals, and the setup for a potential rotation 40:00 – AI: Productivity miracle, job fears, and long-term economic impact 53:00 – Recession fears, the Fed’s dilemma, and why growth—not inflation—is the bigger issue 01:04 – Jim’s long-term optimism: Technology, connection, and the next decade Guest: Jim Paulsen, Paulson Perspectives Hosts: Jim Worden (CIO, WCG), Talley Leger (Chief Market Strategist, WCG), & Paisley Nardini (Investment Committee, WCG) Follow us LinkedIn: The Wealth Consulting Group X (Twitter): @WealthCG YouTube: @thewealthconsultinggroup Making Life Better at The Wealth Consulting Group If you’re ready to see how WCG helps advisors grow, subscribe for insights, updates, and resources built to make your practice—and your life—better. Subscribe at bit.ly/wealthcg