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.

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