Podcast appearances and mentions of jim paulsen

In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent market environment. Jim brings his decades of experience to provide context, rational analysis, and long-term perspectives, steering clear of bold predictions and focusing instead on practical advice for navigating these uncertain times. Main Topics Covered:Jim's perspective on market corrections and advice for investors during volatile periods, emphasizing emotional discipline and long-term thinking.The economic implications of tariffs, debunking the notion that they're inflationary and exploring their contractionary effects.Critique of Federal Reserve policy, including their unprecedented actions and failure to ease despite market signals of deflation risk.Analysis of the U.S. dollar's value and its impact on trade competitiveness, proposing a weaker dollar as an alternative to tariffs.The resilience of the private sector, bolstered by strong balance sheets and liquidity, as a buffer against recession fears.Thoughts on government debt, executive overreach, and Trump administration policies like deregulation and immigration.Investment strategies for the current environment.

In this episode, we dive into the most controversial takesfrom our podcast guests. Inspired by a brilliant question from Meb Faber(thanks, Meb!), we've compiled insights from top financial minds to explorebeliefs that challenge conventional wisdom. From debunking dividend hype toreimagining the role of options and AI in investing, this episode is packedwith thought-provoking perspectives. Main Topics Covered: - Meb Faber challenges the obsession with dividends - Mike Green introduces Goodhart's Law to investing,suggesting that once a metric is tracked, its effectiveness diminishes. - Jim Paulsen downplays the importance of monetary policyand valuation, emphasizing Main Street sentiment over Wall Street metrics. - Ben Carlson defends retail investors, claiming they'rebetter behaved than ever thanks to modern tools and advice. - Dan Rasmussen disputes the predictability of growth,asserting past financials reveal little about a company's future. - Lindsay Bell and Shannon Saccocia advocate for learningthrough failure and a forward-looking, futurist mindset in investing. - Cem Karsan flips the script, arguing options are the trueunderlying asset, not derivatives. - Andrew Beer champions simplicity over complexity, citingthe success of straightforward hedge fund bets. - Jason Buck questions the existence of long-term alpha,favoring a diversified, rebalanced approach. - Ian Cassel challenges the low-turnover mantra, suggestinghigh turnover can work. - Scott McBride dismisses the need for catalysts in valueinvesting, focusing on valuation and governance. - Larry Swedroe critiques low-volatility strategies, arguingthey only shine when paired with value. - Kris Sidial highlights the importance of trading psyche, aview often dismissed by quant-driven peers. - Kai Wu predicts AI will enhance, not replace, financialjobs by handling rote tasks and freeing humans for creativity. - Doug Clinton forecasts a multi-trillion-dollar AI-poweredasset management industry within a decade. - Meb Faber (again!) flips the narrative on internationalinvesting, showing it's a winner for 49 out of 50 countries.

In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today's high-speed algorithmic trading environment.Key topics covered:Why traditional market valuation metrics may need updating for the modern eraA novel way to measure productivity through "profit per job" and its implications for market valuationsWhy Main Street confidence has remained low despite strong markets, and what this means for investorsHow the Federal Reserve's approach to communication and policy has transformedWhy traditional recession indicators failed in the recent cycleThe conversation features numerous "aha moments" where Paulsen reframes conventional market wisdom in enlightening new ways. His candid insights on what really drives markets and the limited role of policy makers challenge common assumptions about investing.The hosts also explore Paulsen's humble yet profound advice for investors: focus on not disrupting the core 90% of your portfolio while seeking opportunities for outperformance with the remaining 10%. This episode offers valuable perspective for both professional and retail investors trying to navigate today's complex market environment.

Jose Rasco of HSBC and Jim Paulsen of Paulsen Perspectives break down market dynamics. Jared Holz of Mizuho delves into the intersection of GLP-1 drugs and Medicare, while Mike Santoli provides actionable takeaways with his dashboards.David Joyce from Seaport Research Partners analyzes Netflix's latest moves, and Pramol Dhawan of PIMCO shares his expertise on emerging markets and India's growth story. Luis Von Ahn, CEO of Duolingo, on the uptick in users learning Mandarin as TikTok ban looms, and Stifel's Brian Gardner wraps up the hour with a look at Trump trade policies. 

Barron's Deputy Editor Ben Levisohn and Jim Paulsen, author of the Paulsen Perspectives newsletter on Substack discuss the stock market's tough end to 2024 and what to expect in 2025.

We ask one question at the end of each of our episodes: Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from: Jim Paulsen on understanding your true impact as an investor Cliff Asness on the importance of looking at your portfolio less frequently Aswath Damodaran on preserving and growing wealth vs. chasing returns Jared Dillian on avoiding catastrophic losses Ian Cassel on the value of doing your own work Bob Elliott on the importance of humility Ed Yardeni on fading the consensus Eric Crittenden on mastering the basics before pursuing complexity Andrew Beer on the power of long-term thinking Kris Sidial on balancing optimism with preparedness Learn why the fundamentals of investing often matter more than complex strategies, how to avoid common behavioral pitfalls, and why getting the basics right can put you ahead of 90% of investors. Whether you're a seasoned professional or just starting your investment journey, these practical insights will help you build a more resilient investment strategy. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW MATT Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/⁠⁠⁠⁠⁠⁠⁠

In this episode of Excess Returns, we sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author of Paulson Perspectives on Substack, shares unique insights on why traditional recession indicators have failed, how Main Street sentiment impacts markets, and why he remains optimistic despite widespread pessimism. Key topics include: Why the Fed's recent approach differs from historical patterns The changing nature of market valuations The impact of technology on profit productivity Why consumer confidence remains surprisingly low The future of long-term bond yields Drawing from over 40 years of market experience, Paulsen offers a data-driven yet practical perspective on where markets may be heading and why many conventional indicators may need updating for today's economy. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://excessreturnspod.com FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠⁠

The guys are back to discuss the insane Lakeville North victory over Lakeville South, which helped propel them to #1 in the latest rankings. We are joined by Jim Paulsen of the Minnesota Star Tribune to further dive in to the new rankings after Edina fell at Minnetonka. We wrap up with a volleyball discussion. Can Lakeville North run the table?

Introduction: Host Michael Rand starts with the Twins, who lost again and are 1-5 on this homestand. Manager Rocco Baldelli attributed their recent slide to one of many streaks they've had this season. The Twins and their fans better hope he's right because any help for a sagging roster has been slow to come, if at all. The Lynx are going in the other direction, though, surging into second place in the WNBA and looking every bit like a title contender. 9:00: Rand welcomes in the Star Tribune's Jim Paulsen for part of Thursday's football feast. Paulsen gives insights into his Dream Team of the top high school football players in the entire state of Minnesota and sets the stage for Thursday's first big slate of games. 22:00: Randy Johnson provides the second helping of football, getting listeners ready for Thursday's Gophers football opener against North Carolina.

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Jim Paulsen, author of the Paulsen Perspectives newsletter on Substack about the outlook for financial markets, industry sectors, and individual stocks.

Fed Chair Jay Powell signaled rate cuts are near after saying, “The time has come for policy to adjust.” Investors cheered the news, sending stocks broadly higher. Innovator Capital Management's Tim Urbanowicz and Paulsen Perspectives' Jim Paulsen break down how to position while 3Fourteen's Warren Pies discusses the impact on housing. Plus, BofA Head of North American Banks Research talks what the cuts will mean for banking stocks and Mercer US CIO Olaolu Aganga gives top ideas and the opportunities in alternative investments. 

The S&P 500 touched a record high intraday before retreating into the close. Wharton Professor Jeremy Siegel on where he sees things going from here. Plus, Paulsen Perspectives author Jim Paulsen and Innovator ETFs' Tim Urbanowicz break down the market action and preview what's next. Samsara CEO Sanjit Biswas joins exclusively to talk the company's latest earnings and the negative stock reaction – despite beating on both lines and raising guidance. AeroVironment CEO Wahid Nawabi on his company's stock runup and the latest government contracts for drones. Plus, Citi Chief US Economist Andrew Hollenhorst on pushing back his Fed rate cut prediction. 

Steve Thomson (in for Henry Lake) and Chris Tubbs discuss the best and worst Halloween candy to give and receive, and Steve breaks down the upcoming slate of High School football with Jim Paulsen from the Mpls. StarTribune.

Steve Thomson (in for Henry Lake) talks with Jim Paulsen from the Mpls. Star Tribune about the upcoming 6A football slate, what makes Eden Prairie special, what he's seen in the rebirth of Anoka and more.

Star Tribune prep sportswriter Jim Paulsen makes his fourth appearance on the podcast and joins the show to talk everything prep football and volleyball in Minnesota! The guys start the show by breaking down three top-10 teams all falling in the Class 6A field in a handful of suprise upsets last week on the gridiron. They also discuss the recent committment of the State's top wide receiver, Kijohn Cummings-Coleman from Coon Rapids, and discuss his candiacy for "Mr. Football" alongside Chanhassen standout running back Maxwell Woods (NDSU) and Esko running back/safety Koi Perich, who is currently committed to the Gophers. Starting at (25:56), Jim brings his volleyball expertise to discuss head coach Scott Jackson's Wayzata Trojans as the dominant force in the high school game right now. They also discuss Champlin Park as the Trojans' top opposition, the changing of the guard at Eagan, and who might come out of a fierce Section 1AAAA between Lakeville North, Lakeville South, and New Prague. They also discuss the favorites for the All-Metro Volleyball team, among other topics.

Jim Paulsen, CIO at Leuthold, joins Bruce and Jeff to dissect the current market volatility. They discuss where the opening salvos of 2022 trading fit in compared to other recent big market moves and whether or not we'll see a true correction. They get into the Fed's role and how inflation worries tie into the swirling markets as well. Bruce and Jeff chat about UBS's purchase of Wealthfront.

Jim Paulsen of The Leuthold Group and Paulsen's Perspective joins the podcast to discuss his views on S&P valuations, the possibility of inflation and a market outlook. Our own Mark Schoeff Jr. fills Jeff and Bruce in on Barbara Roper's move to the SEC from her longtime work for the Consumer Federation of America.

Introduction: Host Michael Rand was intrigued and maybe a little alarmed recently when he was playing around with artificial intelligence and the 1998 NFC title game. Basic facts were completely wrong, but the emotion of the day was spot-on. Plus a former Vikings owner was sentenced to more than six years in prison. 11:00: Answering an important listener question about the future of the Twins on TV. 13:00: Star Tribune high school writer Jim Paulsen joins Rand to talk about the upcoming spring state tournaments and to explain some recent controversies the Minnesota State High School League has had to deal with. 27:00: Some drama with the Gophers women's hockey team.

Matt, Logan, and Bill are back together for the latest edition of the pod, first talking news & notes from around the high school sports landscape, including a record-breaking performance at Rosemount High School, rule changes, and huge matchups in the season's final week in boys & girls lacrosse. Starting at (31:50), they welcome in Star Tribune sportswriter Jim Paulsen for his semi-annual appearance, to talk about last week's announcement of boys volleyball's approval as an MSHSL sport! Paulsen talks about the growth in the game and how the plan will roll out leading up to the 2024/25 school year.

Because of the Vikings hosting a Thanksgiving night game, the Prep Bowl had to be pushed back a week.  That gave us a chance to catch up with Star Tribune reporter Jim Paulsen for a preview of next weekend's title games.

Steve Carney gives us an update on the Outdoors during this unseasonably warm Thanksgiving weekend. Star Tribune high school sports reporter Jim Paulsen previews next weekend's Prep Bowl, a week later than the annual tradition is usually held.

It's State Tourney week for prep football and volleyball! On the 56th episode of the podcast, Matt, Logan, and Bill welcome in third-time guest Jim Paulsen, a prep sportswriter for the Minneapolis Star Tribune! Before Jim joins the show, the guys catch you up on the 6A football playoff 2nd round, including but not limited to Stillwater going to the ground for an impressive rout of Lakeville North (7:39), East Ridge upending Prior Lake in the suprise of the week (15:50), and a compelling rematch between Eden Prairie and Shakopee on Thursday after convincing wins by the Sabers and Eagles to get back to State (21:27). They also talk about 5A State Tourney predictions as heavyweights St. Thomas Academy, Mankato West, and Elk River all get set for an exciting field of eight! Interview with Jim Paulsen starts at (23:59). First discussed is storylines in State Volleyball at "the X" this week. Football conversation starts at (41:32), including in-person impressions of potential Mr. Football Carson Hansen, and Paulsen's predictions for this week's quarterfinals in 6A and 5A!

Jim Paulsen covers high school sports for the Star Tribune.

This hour, Steve talks with outdoor expert Steve Carney, Star Tribune prep sports reporter Jim Paulsen, and we get college football game reports on this Saturday in the fall ya'll!

The stock and bond markets have had a terrible time this year, and many wonder if the worst is over or if the next 12 months will bring more hardship. However, although the economy faces challenges, there are also grounds for optimism. In this episode, we'll dive into the details of what's been happening recently in the economy and the stock market, as well as some suggestions for how you might want to adjust your investment strategy. [02:55] Long-Term Bond Yields - Grant explains the current state of inflation, and how the long-term bond yield is a good proxy for inflation expectations. [06:21] Inflation Expectations - Inflation expectations among the general public have decreased. Grant goes into greater depth on inflation expectations, elaborating on the labor market and US unemployment rates. [09:53] The US Dollar – Grant explains the consequences of the US dollar's value and strength fluctuations. [11:36] Oil Prices – Grant discusses whether or not the recent rise in oil prices can be attributed to Opec's decision to reduce its output. [14:03] Investing - Grant shares how you can use data to make better decisions about your investments. [20:17] Valuation Measures – Grant shares some different valuation measures that you should be aware of. Resources: Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?: seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range Here's one key measure of stock performance that suggests the market has already hit a bottom, Leuthold's Jim Paulsen says: msn.com/en-us/money/markets/heres-one-key-measure-of-stock-performance-that-suggests-the-market-has-already-hit-a-bottom-leutholds-jim-paulsen-says/ar-AA13ktlF

Stocks came under a bit of pressure in Monday trading, but managed to lock in strong gains for October. Sameer Samana from Wells Fargo and Jim Paulsen from Leuthold Group debate the outlook for the market in the home stretch of the year. NBER Chair John Lipsky gives a preview of two key catalysts coming up this week – the Fed decision and the jobs report. Former Twitter COO Ali Rowghani discusses Elon Musk's vision for the social media company and what it means for the business model. Plus the latest on Apple's pullback, the impact of Brazil's election, and how to position in retail ahead of the holidays.

Prep reporters David La Vaque and Jim Paulsen share wit and wisdom from five memorable weeks of football

Andrew Griffith, UK Financial Secretary to the Treasury and City Minister, says the UK Government, the OBR and the Bank of England are all working in a coordinated fashion. Jane Foley, Rabobank Head of FX Strategy, says the pound still remains very vulnerable. Regina Mayor, KPMG Global Head of Energy, is optimistic about the European energy picture in in the near term. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says thinks the Fed is close to a blink on policy. See omnystudio.com/listener for privacy information.

Professor Erik Watkins, University of Minnesota Horticultural Science, joins the show to tell us how to best prepare our lawns for winter. Plus, Star Tribune prep sports writer Jim Paulsen recounts what it was like to be at Richfield High School's homecoming football game last night during the shooting. 

Star Tribune prep sports writer Jim Paulsen recounts what it was like to be covering the Richfield High School football game when the shooting occurred. 

I don't really see why the Fed is so hawkish at this point, says Jim Paulsen. He talks about how inflation has nearly peaked and is clearly decelerating. He discusses the market reaction to the Fed's 75BPS rate hike. He then goes over the rate hike outlook for the next two Federal Reserve meetings. He also notes how it is important to look at treasury yields and compare them to breakeven rates. He highlights why the Fed is doing too much when it comes to tightening rates. Finally, he goes over how investors should position themselves as the Fed raises rates. Tune in to find out more about the stock market today.

It was a choppy session on Wall Street following Tuesday's major selloff, with stocks wavering between gains and losses. Bridgewater's Rebecca Patterson joins with her outlook for the US relative to the rest of the world. Chris Harvey from Wells Fargo and Jim Paulsen from The Leuthold Group make the bull case for equities. An expert explains why Moderna's talks with China could present a stealth catalyst for the whole market. And the analyst who just upgraded SoFi breaks down how student loans and the NFL could help the stock.

Steve catches-up with Star Tribune prep sports reporter Jim Paulsen for a second week recap of high school football. 

Stocks pulled back sharply to kick off a new trading week, with the Nasdaq feeling the most pain, as investors look ahead to the Fed's meeting this week in Jackson Hole. Charles Schwab Chief Investment Strategist Liz Ann Sonders joins with her take on the selloff, and how long it could last. Market experts Barry Knapp, Keith Lerner and Jim Paulsen share their outlooks and best ways to play the volatility. And Signify Health was a major outperformer today, boosted by reports of a bidding war from Amazon and others for the company. The CEO of Cano Health, which was boosted in sympathy, weighs in on the potential deal.

Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says market may be at an inflection point. Michael Purves, Tallbacken Founder & CEO, examines today's optimism in the market. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says stop worrying whether the Federal Reserve is done raising interest rates because the tightening cycle for financial assets has already ended.Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, weighs recession risks. Andrea Bonomi, Investindustrial Founder, discusses the factors behind the private equity firm's $950 million deal for a significant portion of TreeHouse Foods's meal-prep business. See omnystudio.com/listener for privacy information.

Stocks staging a late day comeback after the Dow fell 742 points earlier in the session on recession fears. Tech stocks leading the rebound amid a drop in bond yields. Leuthold's Jim Paulsen discusses why he is turning bullish on tech and growth stocks, but Richard Bernstein Advisors' Richard Bernstein says investors should be defensive right now because rising interest rates and decelerating profits are historically a bad combination for stocks. Ariel Head of Investment Group Charlie Bobrinskoy reveals why he thinks the banks are attractive despite falling treasury yields. Oil plunging below $100 a barrel on economic concerns. RBC Capital Markets Head of Global Commodity Strategy Helima Croft says the fundamental backdrop behind oil remains bullish. Rockefeller International Chairman Ruchir Sharma explains why he is so bullish on emerging markets in the second half of the year.

Evidence is rapidly supporting that inflation has peaked, says Jim Paulsen. He discusses how markets are higher as current rally continues, as well as reasons why inflation may have peaked. He also talks about why the Fed might be forced to slow its tightening campaign. He then goes over the chances that the economy avoids a recession, highlighting movement in crude oil (/CL). Finally, he mentions the outlook for the stock market over the rest of 2022. Tune in to find out more.

This week, we are joined by Jim Paulsen, Chief Investment Strategist at The Leuthold Group, to discuss the volatile markets and where we're headed from here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This is more of a traditional “correction” than a cycle-ending bear market, says Jim Paulsen. He talks about how markets are higher after today's jobless claims and GDP data. He also talks about how he does not see high odds of a near-term recession, as well as reasons why inflation may have peaked. He then goes over stocks to like such as consumer discretionary, industrial, and financial, in addition to stocks to avoid including commodities and defensive sectors. Tune in to find out more.

Stocks rallying as investors go bargain shopping following the recent sell off. Walmart one of the few members of the Dow under pressure after an earnings miss, but fellow retailer and Dow stock Home Depot reporting strong results. Evercore ISI's Greg Melich discusses whether Walmart's earnings miss is the canary in the coal mine for retail stocks and The Luethold Group's Jim Paulsen explains why he likes consumer discretionary stocks, which have been hit hard this year amid fears about inflation and a possible recession. Former Treasury Secretary Jack Lew explains why he sees some signs that inflation may be peaking and whether the Fed risks creating a recession by fighting inflation too aggressively. And Citi's Kristen Bitterly reveals why she is bullish on cybersecurity and pharmaceutical stocks.

The MSHSL voted down sanctioning boy's volleyball once again, this time by just one vote. To discuss the issue, Chad talks with the Star Tribune's Jim Paulsen. 

Hour 2 of the Chad Hartman show features a conversation with Jim Paulsen of the Star Tribune about the MSHSL voting down sanctioning boy's volleyball as an official sport again. Later Jamie Yuccas joins the show for her weekly segment. 

May 4 – Jim Paulsen, Chief Investment Strategist at the Leuthold Group, joins FS Insider for a wide-ranging discussion on Fed monetary policy, today's rate hike, the outlook for inflation, whether he... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

The Dow closing higher on Friday to notch a 2-day win streak, but the major averages finishing the week in the red. Axonic's Peter Cecchini and Leuthold Group's Jim Paulsen debate whether the bull market is still alive despite ongoing Fed fears. Transport stocks having their worst week since October 2020. Evercore ISI's Jon Chappell weighs in on whether a freight recession is on the horizon and why he prefers the rails over trucking stocks. Renaissance Macro Research's Jeff Degraaf on how to trade financial stocks ahead of next week's bank earnings. And Chipotle CEO Brian Niccol on why he sees consumers being a little more discriminate with their spending and whether they will tolerate more price hikes. Plus, he discusses the company's big push into the metaverse and whether there are plans to start accepting cryptocurrency.

Before a conversation with Star Tribune prep sportswriter Jim Paulsen (39:23), Logan, Matt, & Bill give their takes on the upcoming Boys Basketball Tourney. Topics discussed include Eden Prairie's stunning upset over Shakopee (3:44), Park Center as presumptive favorites (15:10), Owatonna as a No. 2 seed (18:00), their predictions, and the 3A State field (24:15). Plus, some of the standout players from last week's girls tourney (29:33).

On this episode of The Rundown Tori and Mike bring three amazing guests “into the circle!" US Olympic Hockey Champion and former Warroad “softball" player Gigi Marvin leads us off talking about multi-sport athletes, her time playing fastpitch and her 5 trips to the MSHSL State Softball Tournament, and patience in the recruiting process. Batting in the 2 hole for The Rundown will be Chelsey Falzone - Manager, Youth Engagement at the Minnesota Twins and Bethel University Softball alumna will talk about her journey playing both baseball and softball and the Twins efforts to grow the game of Fastpitch. Closing out the show and batting third will be Jim Paulsen of the Star Tribune to talk MSHSL Softball as the season gets underway. Tori and Mike close out the show with a quick preview of Episode 3. Thank you for listening to The Rundown. Music Bed - Alex Zavesa - Unexpected Journey 

Jim Paulsen from the Star Tribune joins Steve Thomson to talk Prep Basketball on both the girl's & boys sides in Minnesota.

David Kotok, Cumberland Advisors Co-Founder & CIO, looks at how previous pandemics in history can guide the Fed through the turbulence of COVID-19. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, sees the S&P 500 reaching above 5,000 in first half of the year. Sarah House, Wells Fargo Senior Economistm says Covid's impact to the economy is diminishing. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says we're still not ready to treat covid like a normal, seasonal virus. Dan Ives, Wedbush Securities Analyst, explains why he thinks Tesla is the clear front-runner in the EV market. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Before an in-depth look at the upcoming 6A football playoff bracket with Jim Paulsen, Logan & Matt help preview the upcoming volleyball section tournaments that begin this week. They discuss Shakopee, Eden Prairie, and Prior Lake in a tough Section 2 (4:00) while also discussing the return of the State Tournament this year at the Xcel Energy Arena (8:24). Plus, chaos reigns supreme in the Boys State Soccer Tournament (9:42) and a key matchup in the Quarterfinals on the girls side between Stillwater and Lakeville North (14:16). They also discuss Head Football Coach Brian Vossen's 100th career win with the Panthers last week (16:00). Interview with Star Tribune's Jim Paulsen starts at (19:01)

Jim Paulsen — 0:30-37:15How valuations have changed in the market.Why they've changed — reduced cyclicality, fewer recessions, changed economy.Investing in the face of that change.Jim's market outlook.The risks of inflation versus strong fundamentals.Reduced fixed-income exposure and the broader market effects.Mark Schoeff Jr. — 38:45-55:30Barbara Roper's background and her potential focus at the SEC.How Gary Gensler's approach is shaping up.Where Roper's focus might be.Will she have room to succeed at the SEC?The SEC's public and social media presence.Background on this week's cover story on alternatives - 55:30-1:01:20Related Article:  Alts may provide the lift 60-40 portfolios needRelated Article:  Investor advocate comes off the sidelines, gets into the regulatory gameThis episode presented by AIXAIX is an all-digital platform that completely transforms the way we buy, own and sell alternatives.Designed specifically to solve for the pervasive lack of connectivity and visibility that plagues the alts investing world, AIX simplifies the investing experience for all involved, eliminating day-to-day fatigue and empowering partners to capitalize on the rapidly growing alts market.By relying on digital data rather than documents, AIX effectively eliminates the operational, legal and regulatory challenges faced by alt investment stakeholders, making investing in alternatives as easy as buying an ETF or mutual fund.Learn more about AIX here.Guest Bios:Jim Paulsen is chief investment strategist of The Leuthold Group. He is a member of the investment committee, authors market and economic commentary, and works with the Leuthold investment team in serving institutional, financial advisor, and investment professional clients. He will continue writing his long-running newsletter, which will be published and distributed alongside our premier monthly research product, Perception for the Professional.