Kerry Lutz and Eddy Gifford discussed the recent PPI numbers and its impact on the market, with Eddy explaining that companies will pass on the increased costs to consumers who are already struggling with inflation. They also discussed the Fed's interest rate policy and the yield curve, and how it affects the market. Eddy advised investors to maintain flexibility and have a disciplined strategy that is rules-based, and to lean in when the trend is in their favor and cut their losses or implement stops and targets.

They also delved into the complexities of the current global instability and its potential impact on the economy, expressing concern about the state of the world and the potential consequences for the economy and people's lives. Gifford emphasized the importance of refining and improving investment strategies and maintaining discipline, even in moments of pessimism, and highlighted the need for investors to have a plan that takes advantage of emotions in the market and to be prepared for market downturns.

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