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.