JP

Jim Paulson

Person

Heard in 2 episodes across 2 shows since Oct 2026

Jim Paulsen is an American investment strategist and economist known for analyzing financial markets, economic cycles, and portfolio strategy. He has served as chief investment strategist at The Leuthold Group and previously held senior research and investment roles at Wells Capital Management.

Episodes

2
across 2 shows

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20262

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What Jim Paulson has said on podcasts

21 statements

  1. on Artificial IntelligencePositiveOct 16, 2026· Excess Returns

    AI will remain a growing part of society and the economy.

    “My guess is that AI is something and will be something and will continue to be a growing part of our lives and the fabric of our lives and the economy.”

    Listen at 34:47

    Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
  2. on AI growthNegativeOct 16, 2026· Excess Returns

    AI growth likely needs to pause after reaching current limits.

    “that doesn't mean at all that you can't and probably are almost necessary at some point to take a pause in that”

    Listen at 34:56

    Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
  3. on AI expansionNegativeOct 16, 2026· Excess Returns

    Further favorable AI expansion is becoming less likely.

    “The odds are getting more and more against your favor of that coming out favorably from here.”

    Listen at 35:17

    Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

2 episodes featuring Jim Paulson, newest first

Jim Paulson · PodLume