#356 – Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory

<p>In episode 356, we welcome our guest, <a href= "https://research.leutholdgroup.com/authors/james-paulsen.1199">Jim Leuthold</a>, Chief Investment Strategist of The Leuthold Group, an independent investment research firm. </p> <p> </p> <p>In today’s episode, we’re talking markets with someone who’s been at it for over 30 years. Jim explains why the shift from a depressionary bust to a post-war boom last year was unlike anything he’s seen. Then we talk about where current sentiment is and how investors are positioned. Finally, Jim walks through his framework for analyzing whether inflation is truly transitory and what he expects to happen as the Fed <em>continues</em> to taper.</p> <p> </p> <p>Be sure to stick around and hear where Jim thinks you should and shouldn’t be invested if we experience a market pullback.    </p> <p> </p> <p>Please enjoy this episode with The Leuthold Group’s Jim Paulsen.   </p> <p> </p> <p>-----</p> <p> </p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/" target="_blank" rel= "noopener">LinkedIn</a> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2021/10/04/e356-jim-paulsen/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p> </p> <p>-----</p> <p> </p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/">The Idea Farm</a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.</p>