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

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 4 October 2021

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm. 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 continues to taper. Be sure to stick around and hear where Jim thinks you should and shouldn’t be invested if we experience a market pullback. Please enjoy this episode with The Leuthold Group’s Jim Paulsen. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.2	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.0	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:36.4	What's up everybody?
0:40.4	Today we got a great show.
0:41.4	Our guest is the chief investment strategist of the Luthold Group, an independent
0:44.6	investment research firm. And today's show we're talking about markets with somebody's been doing it for
0:48.7	over three decades. Our guest explains why the shift from a depressionary bus to a boom last year was unlike anything he's seen.
0:55.5	Then we talk about where current sentiment is and how investors are positioned.
0:58.8	Finally he walks through his framework for analyzing whether inflation is transitory
1:02.1	and what he expects to happen as the Fed continues to taper.
1:05.2	Be sure to stick around and hear where I guess think you should and shouldn't be invested in if we experience
1:09.9	a market pullback.
1:10.9	American Farmland is disappearing at an alarming rate.
1:15.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
1:20.5	That's a landmass larger than the state of Florida, lost a real estate development and soil burnout.
	...

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