Capital Creek Partners - 3in10

In this episode of 3in10 , Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, examines the hidden economic costs of the Iran war, including the slowdown in Middle Eastern capital flows and reduced foreign demand for U.S. securities. He then breaks down the latest ISM Manufacturing numbers and what they reveal about rising price pressures beneath the headline strength. Finally,...

In this episode of 3in10 , Scott Slayton provides an update on the Iran war and the battle over the Strait of Hormuz, outlining why sustained energy disruption keeps pressure on global risk assets. He then breaks down the “three bullets to the brain” for markets: tightening financial conditions, rising recession odds, and geopolitical shock. Finally, Scott explains why commodities are leading in 2...

In this episode of 3in10 , Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, provides updated analysis on the escalating war in Iran and its implications for energy markets and global risk assets. He discusses the February PPI report, which surprised to the upside and reinforces a developing uptrend in inflation. Finally, Scott shares his takeaways from the latest Fed meeting,...

In this episode of Three in 10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, focuses on the escalating war in Iran and its implications for global markets. Scott explains why the prolonged closure of the Strait of Hormuz and the disruption of oil flows could represent a major economic shock that investors may be underestimating. He outlines the potential for significantly...

In this special edition of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Drew McKnight, Co-CEO of Fortress Investment Group, for a discussion on private credit markets and the changing investment landscape. The conversation explores the growth of private credit, the role it plays as banks retreat from lending, and why strong underwriting and asset man...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with an analysis of markets, reviewing the complex landscape that geopolitical tensions, tariffs, and AI create as investors move capital into different investments. Additionally, Scott reviews the ongoing challenges in crypto markets as Bitcoin has...

In this special edition of 3in10 , Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Dr. William Inboden, Executive Vice President and Provost at UT Austin, for a wide-ranging discussion on geopolitics and higher education. Dr. Inboden addresses the erosion of public trust in American universities and the steps needed to restore credibility and accountability. T...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with the growing leadership shift toward industrials, materials, energy, and global cyclicals. What he calls the “revenge of the old economy” as international markets and value sectors outperform large-cap U.S. technology. Next, he discusses Japan’s...

In this special edition 3in10 episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, delivers the firm’s 2026 Strategy Outlook. Based on six weeks of research and the most important charts from the report, Scott explains why economic growth remains stronger than consensus, why the U.S. dollar is entering a prolonged downtrend, and how this environment is driving a broad ro...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with an overview of his dollar thesis, stating that he believes that the dollar has begun its next leg downward due to many reasons. Next, he discusses the Fed's decision at the January meeting to keep rates steady in light of labor market data...

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Doug Terreson, former Head of Global Energy at Morgan Stanley, to discuss oil markets, geopolitics, and the macro-outlook. Scott and Doug begin by reviewing Doug’s career in energy and his perspective on current oil market fundamentals, including supply-demand imbalances...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott reviews the recent case brought against Jerome Powell and the implications it has for global markets; Scott remarks about how markets have viewed this as political rather than substantive. Additionally, Scott analyzes credit spreads and bank earnings, conc...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with a look at the United States' recent actions in Venezuela. He highlights the implications for oil and how Latin American markets are performing solidly in the new year. Additionally, Scott analyzes the December Non-Farm Payroll numbers, noti...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with a report on cybersecurity and the challenge this presents in the coming year as firms and democratic nations face the reality of increasing attacks. Scott then shifts to the ongoing housing recession with recent data indicating disinflation in...

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Torsten Slok, Partner and Chief Economist at Apollo, to discuss various macroeconomic topics. Scott and Torsten begin by analyzing inflation and the Fed's mandate; naturally, they follow up this discussion with an overview of the labor market and their thoughts on imm...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with Howard Marks' piece on the potential of an AI bubble; Scott highlights the need to be selective especially given excessive capital expenditures. Additionally, he discusses a recent report from the Australian Strategic Policy Institute about...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott dives into the Fed's December meeting where benchmark rates were cut by 25 basis points. Scott looks into the Fed's economic projections and gives his thoughts on the future. Additionally, he discusses the deregulation of bank lending, allowing lar...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes the ADP jobs data in light of the blackout on government data. He notes the sharp decline in small business employment, supporting a Fed rate cut. Additionally, Scott discusses the implications of rising Japanese bond yields as investors return ca...

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Andy Xie, an independent China economist and former economist at Morgan Stanley, to discuss U.S. China relations and the future of the Chinese Economy. Scott and Andy begin by reviewing the recent U.S. China trade deal and its implications for future trade relations. Andy...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott reviews his recently released report on credit, Digging in the Credit Trenches. After a month of grassroots research, Scott discusses how credit markets are showing many crosswinds and how good credit managers can navigate difficult markets to find opportu...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes November markets, noting how artificial intelligence hopes have turned into fears. Job concerns, rate cut bets, tariffs, deficits, and affordability are creating a "Mount Everest of worry." Additionally, he recaps the NFIB Small Business...

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Michael Parekh, a technology strategist and former partner at Goldman Sachs, to discuss the importance and future of AI. Scott and Michael discuss the different technology waves from the 1980s onwards, focusing on the personal computer, smartphones, and now AI. Michael hi...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott shares his perspective on the evolving balance between equity and credit as investors shift toward higher-quality assets. He discusses how rising geopolitical risks and persistent inflation are influencing institutional positioning. Additionally, Scott exa...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recaps and analyzes the Fed's October meeting, noting shifting priorities towards the labor markets and increasing liquidity. He then shifts towards this week's big tech earnings with Microsoft, Meta, Apple, and Amazon. These companies have all spent signi...

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott discusses his research into credit over the past couple of weeks as concerns build over credit quality. He highlights his insights and faith in credit. Additionally, he analyzes 3M's Q3 2025 earnings and its implications for the global economy; notably...