The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?

A weekly wrap of Excess Returns episodes featuring David Rosenberg on bonds and consumer spending, Jim Paulson on bifurcated earnings, Jenny Johnson on private markets, Bob Posen on Peter Lynch, and Alex Edmans on employee satisfaction.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.