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, Scott discusses the implications if the U.S. disengages without reopening the Strait of Hormuz, and why that scenario could prolong higher oil prices, elevated yields, and continued pressure on risk assets.

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 2026 and how the supercycle may be shifting from precious metals to energy.

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, where policymakers held rates steady amid rising inflation risks and growing uncertainty around growth. He outlines why energy prices, inflation pressures, and constrained Fed flexibility create a more challenging backdrop for equities.

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 higher oil prices and why that scenario would pressure both stocks and bonds. Scott concludes with a more cautious near-term outlook for risk assets as geopolitical uncertainty rises.

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 management matter in today’s environment. They also discuss parallels between the internet boom of the late 1990s and the current surge in AI investment. McKnight shares how Fortress evaluates risk across software, consumer lending, and energy while preparing for market volatility and future opportunities.

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 been pummeled recently. He believes that a diversified allocation into Bitcoin and gold could be beneficial. Lastly, Scott mentions Dell's recently reported earnings, highlighting the stellar performance and shareholder friendly practices of the company.

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. The conversation explores the importance of federal research funding and the role universities play in preserving America’s technological edge amid rising competition with China. They examine whether the United States is entering a new world order and what shifting global dynamics mean for American leadership. The discussion also turns to mounting tensions with Iran and the potential implications for regional stability and global markets. Drawing on his experience as a historian of the Cold War and former National Security Council official, Dr. Inboden offers perspective on how past great-power competition informs today’s challenges.

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 political transition and the rise of its new prime minister, outlining the implications for defense spending, fiscal policy, the yen, and broader Asian markets. To tie it all together, Scott analyzes this week’s non-farm payrolls and CPI data, explaining why the economy remains in a disinflationary boom and what that means for bonds, equities, and continued sector rotation.

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 rotation across global equities, commodities, fixed income, and alternative investments. Scott concludes with Capital Creek’s key portfolio themes for navigating a tougher but opportunity-rich investment landscape in 2026.

The full 2026 Investment Outlook report is available in following the link: https://www.capitalcreek.com/s/2026-Investment-Outlook-taty.pdf

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 and inflation. To tie it all together, Scott analyzes President Trump's choice of Kevin Warsh for Fed chair and the implications this brings for markets, interest rates, and the Fed.