Jim Paulsen on Growth, the Fed and the Case for a Broadening Rally
In this episode, Jim Paulsen of Paulsen Perspectives joins us to break down the state of the economy, the Fed’s policy stance, inflation risks, and what’s really happening beneath the surface of the stock market. Jim explains why the headline numbers often mask the struggles of many companies, why the S&P 500 looks stretched while much of the market remains undervalued, and what investors should watch as we head into the fall.
Weak GDP growth, jobs slowdown, and why the U.S. may avoid recession despite sluggish data
How fiscal policy, tariffs, the dollar, and monetary policy are shaping…
The skinny
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