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b'In episode 356, we welcome our guest, Jim Paulsen, Chief Investment Strategist of The Leuthold Group, an independent investment research firm.\\xa0\\n\\xa0\\nIn today\\u2019s episode, we\\u2019re talking markets with someone who\\u2019s 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\\u2019s 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.\\n\\xa0\\nBe sure to stick around and hear where Jim thinks you should and shouldn\\u2019t be invested if we experience a market pullback.\\xa0\\xa0\\xa0\\n\\xa0\\nPlease enjoy this episode with The Leuthold Group\\u2019s Jim Paulsen.\\xa0\\xa0\\n\\xa0\\n-----\\n\\xa0\\nFollow Meb on Twitter, LinkedIn and YouTube\\nFor detailed show notes, click here\\nTo learn more about our funds and follow us, subscribe to our\\xa0mailing list\\xa0or visit us at cambriainvestments.com\\n\\xa0\\n-----\\n\\xa0\\nToday\\u2019s 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\\u2019s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'