Jim Paulsen Sees a Correction Coming The 33 Charts That Turned Him Cautious
Jul 11, 2026 - 00:58:43
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Radio and PodcastLive Radio & PodcastsTobias Carlisle joins Excess Returns to discuss why today’s market may be setting up a major opportunity in value stocks, small caps and micro caps. We cover stretched market valuations, AI capex, SpaceX and other massiv...
The $2 Trillion Question Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees is an episode from Excess Returns by Excess Returns. Tobias Carlisle joins Excess Returns to discuss why today’s market may be setting up a ma...
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Published Jun 20, 2026, 00:58:18 long, audio available.
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