What podcasts say about Jim Paulson

Every statement, with the speaker, the exact quote and the moment it was said.

What Jim Paulson has said on podcasts

21 statements · 5 positive · 13 negative · 1 mixed · 2 neutral

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
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
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
on AI pricingNegativeOct 16, 2026· Excess Returns
Charging for AI will reduce demand.
“there's going to be some reduction in demand when price, you know, starts to get put in there.”
Listen at 36:57
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Technology stocks’ outperformance cycleNeutralOct 16, 2026· Excess Returns
Technology’s current outperformance cycle has lasted twenty years.
“This cycle has lasted 20 years. It's more than two times longer than any other cycle, almost three times longer than any other cycle.”
Listen at 39:16
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Technology stocksPositiveOct 16, 2026· Excess Returns
Technology stocks outperformed in eighty percent of recent months.
“in the last 20 years, if you bought tech stocks, you outperformed on a year-over-year basis 80% of the time.”
Listen at 42:01
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Technology stocksNegativeOct 16, 2026· Excess Returns
Technology appears overextended relative to historical bounds.
“I think the biggest problem we have in technology. Yes, it's it's it's maybe out of bounds.”
Listen at 43:00
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Technology stocksNegativeOct 16, 2026· Excess Returns
A technology reversal could trigger a severe selloff because investors are overexposed.
“when it does roll and people decide that it's over there could really be a route because a lot of everyone is over too much”
Listen at 43:23
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on AI-related stocksPositiveOct 16, 2026· Excess Returns
AI-related stocks have risen about thirty-five percent year to date.
“This year, year to date, AI is up about 35%.”
Listen at 45:45
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on S&P 500 remaining seven sectorsPositiveOct 16, 2026· Excess Returns
The remaining seven S&P 500 sectors are up 2.5% year to date.
“the modest seven, the remaining seven sectors of the S&P 500 are up 2.5%.”
Listen at 46:17
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Restrictive economic policy and yieldsNegativeOct 16, 2026· Excess Returns
Restrictive policy and higher yields affect traditional sectors more severely.
“the policy contraction that I've been talking about earlier, and one of those is yields, but not the only one. Most of that stuff hits the modern part of the economy harder, too.”
Listen at 49:52
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Federal Reserve policyNegativeOct 16, 2026· Excess Returns
Aggregate economic data may prompt further Fed tightening despite broad economic weakness.
“the average is still good enough to convince the Fed it needs to tighten even further, even though 84, 86% of the GDP is probably dying already or near death, barely moving, if you will.”
Listen at 50:42
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Financial markets and economic reportsNeutralOct 16, 2026· Excess Returns
Financial markets generally lead official economic reports.
“financial markets lead real reports in every case”
Listen at 51:43
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on U.S. real retail salesNegativeOct 16, 2026· Excess Returns
Retail sales are likely to weaken soon.
“this says it's heading down in the not-too-distant future.”
Listen at 52:36
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on U.S. stock marketNegativeOct 16, 2026· Excess Returns
Recent bond-yield increases likely require stock-market turbulence.
“you got to have a little bit of probably turbulence here in the stock market.”
Listen at 55:18
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Bond yieldsNegativeOct 16, 2026· Excess Returns
Bond yields have recently broken above five percent again.
“Guess where we just broke through again for the first time? 5%.”
Listen at 57:20
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Walmart recession signalNegativeOct 16, 2026· Excess Returns
The Walmart recession signal indicates economic stress.
“I do think there's stress in the economy as suggested by the WRS indicator.”
Listen at 59:33
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Gross domestic productNegativeOct 16, 2026· Excess Returns
Economic stress may lead to weaker real GDP growth.
“it might come out in weaker real GDP growth.”
Listen at 59:40
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on U.S. job marketNegativeOct 16, 2026· Excess Returns
The Walmart indicator suggests current labor-market stress.
“It is, again, suggesting some stress in the job market right now.”
Listen at 59:57
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Walmart recession signalPositiveOct 16, 2026· Excess Returns
The Walmart indicator has predicted Federal Reserve moves effectively.
“it's been very, very good at predicting moves by the Federal Reserve.”
Listen at 1:01:04
Open the episode · Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal
on Federal Reserve interest ratesMixedOct 16, 2026· Excess Returns
Walmart outperformance suggests the Fed may pause or ease before raising rates.
“Walmart's been outperforming again since August 15th, suggesting that the Fed might have to pause again before they raise rates, or maybe even something more than that.”
Listen at 1:01:15
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.