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September 12 - 14, 2021|Las Vegas, Nevada
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Keynote Presentations

Tues., Sep. 14, 8:15 AM - 8:35 AM PT
Tuesday

The Pandemic "Bust to Boom" Cycle Is a BULL!

The pandemic set the US and global economy on its biggest roller-coaster ride of the post-war era. Going from a depressionary bust to a war-time boom in a single year is unprecedented and it has created a unique economic and financial market environment. Will the abuse and overuse of economic policy stimulus cause overwhelming inflation or simply a temporary spike? Is the US headed for another productivity miracle? Can the above-average pace of US real GDP growth persist even after economic policy accommodation is normalized? Could investors enter 2022 with an undervalued stock market, a moderating inflation rate, a near-record low yield structure, above average real GDP growth, and continued strong earnings gains? How young is this bull market?
James Paulsen
Chief Investment Strategist
The Leuthold Group, LLC

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