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17min chapter
The Most Misunderstood Bull Market Ever | Jim Paulsen
Excess Returns
Evolving Dynamics of the Equity Market
This chapter explores the historical cycles of the equity market, focusing on the post-2008 secular bull market and its patterns since World War II. It examines the impact of changing P/E ratios, the transition from industrial to technology-driven sectors, and the role of innovation in shaping corporate valuations. Additionally, it highlights the implications of reduced recession frequency and increased liquidity on market behavior and investor expectations.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode