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Podcast: Excess Returns
Episode: The Secular Bull Market Isn't Dead: Jim Paulsen on Why Tariffs Won't Break It
Description: In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent market environment. Jim brings his decades of experience to provide context, rational analysis, and long-term perspectives, steering clear of bold predictions and focusing instead on practical advice for navigating these uncertain times. Main Topics Covered:Jim’s perspective on market corrections and advice for investors during volatile periods, emphasizing emotional discipline and long-term thinking.The economic implications of tariffs, debunking the notion that they’re infl...