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 highlights China's deep roots in technological development, noting how China's exports are making other countries more productive and how competition breeds innovation, especially when American exports are cut off from Chinese markets. Andy discusses the relative cheapness of Chinese markets especially with China's underappreciated AI and tech products. Lastly, Andy reiterates the strength of the Chinese economy, stating that time will show the profits of Chinese corporations.

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 opportunities. Additionally, he analyzes the retail earnings data that Target, Home Depot, and Walmart provided in their earnings reports. It appears that the low-income consumers continues to struggle. Lastly, Scott delves into the recent sell-off in technology stocks over the past 17 trading days. Technology stocks are being punished for excessive capital expenditures; however, this might present a buying opportunity.

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 report and discusses how small businesses are less optimistic than before. Lastly, Scott delves into CoreWeave's earnings report, highlighting the company's leveraged play on AI. With large backlogs and aggressive expansion, Scott believes CoreWeave will continue to be volatile.

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 highlights the importance of personal computers and how today's CEOs have embraced the lessons of the past to scale AI and produce flywheel effects for highly profitable corporations. Lastly, Michael highlights the future of AI, namely the fact that we are in the "mainframe" stage of AI development and how AI will eventually go mobile and become more powerful. Scott and Michael analyze the current AI market, seeing long term growth.

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 examines recent data from ISM and the University of Michigan, offering his take on what it signals for consumer confidence and growth. Lastly, he touches on digital assets and liquidity conditions, exploring whether the recent Bitcoin correction marks a broader turning point or simply a pause within an ongoing bull market.

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 significant money on capex with some being rewarded this week while others are punished. Lastly, Scott touches on the U.S. China trade talks and the ongoing government shutdown.

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, foreign markets are outperforming. Lastly, Scott touches on CPI and PMI data. With a lack of data recently, these points give renewed confidence in Fed rate cuts and financial markets.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott discusses the market's current positioning in a potential bubble and how investors can position themselves. Additionally, he highlights J.P. Morgan's stellar earnings, strong growth, and revelations for credit markets. Lastly, Scott analyzes the Fortress Credit Conference and its implications for credit.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down one key market theme for the week. Scott discusses gold breaking $4,000 per ounce, its outperformance in light of structural government debt, and the potential for a bubble in this hard asset.

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. First, whether the government shutdown really matters for the economy or markets, with history suggesting recent ones haven’t. Second, how to gauge labor market strength without non-farm payrolls, using ADP employment data and September ISM surveys instead. Third, a look at twin bankruptcies (Tricolor and First Brands) to assess whether there are deeper issues in credit markets.