Inflation, Investor Emotions & Should You Invest Right Now?

Fresh inflation data is back in the spotlight as CPI and PPI both come in hotter than investors hoped, raising new questions about the Federal Reserve's next move. This week, Jared and Jeo break down what the latest inflation numbers really mean, why market sentiment often changes faster than the fundamentals, and whether now is the right time to invest. They also discuss market volatility, Bitcoin and gold performance chasing, and conclude with leadership lessons from Objective Secure by Green Beret Nick Lavery. Key Points From This Episode: 00:00 – Introduction, sports recap, and College World Series excitement 02:47 – Overview of this week's three major topics 03:20 – CPI inflation rises and what drove the increase 04:54 – PPI, producer costs, and implications for businesses 06:00 – Federal Reserve outlook and why inflation expectations remain anchored 08:08 – Why price drives the narrative in financial markets 10:05 – The NASDAQ rebound and shifting investor sentiment 11:15 – Bitcoin's latest drawdown and lessons from previous market cycles 13:05 – Gold's recent pullback and the dangers of chasing performance 15:12 – Charlie Munger's reminder about envy and investing discipline 16:01 – Why volatility is normal in long-term investing 18:39 – Buying the dip and why pullbacks may recover faster today 20:28 – Should you invest right now? It depends on your time horizon 22:15 – High valuations, AI leadership, and market concentration 24:21 – Looking beyond financial media headlines 26:15 – Investing at market highs and historical long-term returns 28:18 – Wisdom of the Week: Objective Secure by Nick Lavery 29:40 – Four leadership principles for achieving difficult goals 33:11 – Final thoughts on leadership and resilience 33:45 – Closing remarks Links: Jared Rohrer –   / jared-rohrer-8343671a   Jeovany Zelaya –   / jeovanyzelaya   Ludacka Wealth Partners – https://www.ludackawealthpartners.com...