Capital Creek Partners - 3in10

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recaps the Capital Creek Investor Conference, noting insatiable demand for electric power across nearly every panel. He then assesses the state of AI, arguing the sector is in a slowdown rather than a bust. Lastly, Scott analyzes SpaceX’s blowout quarter as emblematic of an unprecedented demand for capital.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He analyzes the hotter-than-expected CPI and PPI data, explaining why an October Fed hike is unlikely but December looks live. He then summarizes the IMF’s Global Financial Stability Report, highlighting AI spending as the top risk. Lastly, Scott recounts bank earnings, noting widening net interest margins and clean credit against fading buybacks.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He explains why the 40-year decline in interest rates has reversed, driven by persistent demand for capital. He then assesses inflation’s higher resting heart rate and the potential for a rotation from stocks into bonds. Lastly, Scott highlights two overlooked inflation data points, noting why they point to further Fed hikes.

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Tim Sloan, Vice Chairman and Global Head of Real Estate at Fortress and former CEO of Wells Fargo, to discuss today's credit and commercial real estate landscape. Scott and Tim begin with the U.S. credit environment, where Tim flags recent frauds, software exposure, and growing interconnection in AI financing. Tim also frames the wall of commercial real estate maturities as an opportunity for experienced lenders and calls credit's shift from banks to private markets permanent. Lastly, Tim reiterates the lessons of Warren Buffett and Charlie Munger: manage for the long term and hold extra liquidity.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott assesses the Trump-Xi summit, noting that beyond the pageantry, Trump avoided trading geopolitical ground for commercial gain. He then explains why 10-year TIPS yields near 3%, a generational high, offer a real alternative to equities. Lastly, Scott analyzes September's booming flash PMIs, noting they strengthen the case for more Fed hikes.