Jim Paulsen on the Weakening Economy, Tech Bear Market Risk and the Bull Market Built on Fear

Podcast: Excess Returns · Excess Returns

Opublikowano: 2026-09-14

Jim Paulsen joins Jack Forehand and Matt Zeigler on the latest Jim Paulsen Show 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. ⁠Subscribe to the Jim Paulsen Show on Spotify⁠⁠⁠⁠ ⁠⁠⁠⁠Subscribe to the Jim Paulsen Show on Apple Podcasts Topics covere...