Episode Summary:

Show Notes

We welcome Jeremy DeBenedictis, President of Alterra, and Ross Eisenberg, President of America’s Plastic Makers at the American Chemistry Council. We’re diving into a topic that impacts nearly every aspect of modern life — plastics. From the packaging that protects our food to the components in our vehicles, medical equipment, and technology, plastics play a vital role in the American economy and our daily routines Learn More: https://www.alterra360.com/ https://www.linkedin.com/company/alterraenergy/ @AlterraEnergy on X https://plasticmakers.org/ @eisenberg_ross on X linkedin.com/in/ross-eisenberg-acc…

Show Notes: Post on X from Subu Trade on 5.13.25 - https://x.com/SubuTrade/status/1922325201313816774 Post on X from Willie Delwiche on 5.13.25 - https://x.com/WillieDelwiche/status/1922255070084694318 No Taxes On Tips, Overtime, And Social Security? Not Exactly. By: Kelly Phillips published on May 15 th , 2025 https://www.forbes.com/sites/kellyphillipserb/2025/05/15/no-taxes-on-tips-overtime-and-social-security-not-exactly/?ss=retirement…

GIVEAWAY!

Show Notes: Positive Earnings With a Tariff Divide Source: Charlie Bilello Research from 5/6/25 https://bilello.blog/2025/the-week-in-charts-5-6-25? Source: Bloomberg Article on 5/6 https://www.bloomberg.com/graphics/2025-china-ship-cost-in-tariffs-trade-war/? Goldman Says Bear Market Rallies Are the Norm Source: Bloomberg article on 5/6/25 https://www.bloomberg.com/news/articles/2025-05-06/goldman-says-bear-market-rallies-are-norm-as-pain-trade-thriving?…

Show Notes: X post by @isabelnet_sa on April 25, 2025 https://x.com/ISABELNET_SA/status/1915689168627175907 Xpost by bespoke investments https://x.com/bespokeinvest/status/1915408647955337498 X post by Subu Trade 4/24 https://x.com/SubuTrade/status/1915444909500207391 Some Considerations for Key Labor Market Data The Big Picture, Briefing.com https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm China Factory Activity Part 1 Source: X post from Bloomberg’s Joe Weisenthal https://x.com/TheStalwart/status/1917512306906312805 China Factory Activity Part 2 Source: X Post from Andreas Steno Larsen, CIO of Steno Global Macro Fund https://x.com/AndreasSteno/status/1917456410192863620…

Get answers quickly: How is the American Consumer? How is the American Dollar? How are US Treasuries? How is the Housing Market?

Show Notes: Post on X from Mike Zaccardi on 4.12.25 - https://x.com/mikezaccardi/status/1911017859372695708?

Show Notes: Our first episode with JC, recorded on 3.4.2021: https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Show Notes: https://youtu.be/FZMv4pNqAmo

Show Notes: Hard vs Soft Data Explained Source: Briefing.com Big Picture 3/28/25 https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

Show Notes: Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714? Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/ BofA Fund Managers Survey, Rotation out of Stocks? X Post from D’Elia Capital on 3/19 https://x.com/deliacapital/status/1902354170247573609 Breakdown of US Households Bloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealth https://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth? Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition…

Show Notes: Post on X from Jason Goepfert on 3.17 - https://x.com/jasongoepfert/status/1901733953238634786? Post on X from Ryan Detrick on 3.13 - https://x.com/ryandetrick/status/1900188476055715893? Article from Denise Appleby with Morningstar with commentary from Kitces.com titled “How to Fix Misleading Reporting on Clients’ 1099-R” - How To Fix 'Misleading' Reporting On Clients' Form 1099-R…

shownotes: Post on X from Jesse Cohen on 3.6.25 - https://x.com/jessecoheninv/status/1897690462972264951? Post on X from Ryan Detrick on March 5 th - https://x.com/ryandetrick/status/1897293301721800890? Post on X from Jason – 3 Peaks Trading on March 4 th - https://x.com/3peakstrading/status/1897082843786072337? Post on X from the Daily Chartbook on March 4 th - https://x.com/dailychartbook/status/1896878287609344270? Post on X from Charlie Bilello on March 3 rd - https://x.com/charliebilello/status/1896673142384492848 Recap on Recent Driving Forces in the Market Source: Briefing.com’s “The Big Picture” released 3/7/25 https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm Reminder Market Corrections are Normal Source: Charlie Bilello Research on 3/11/25 https://bilello.blog/2025/the-week-in-charts-3-11-25?…