In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott recounts the Washington consensus from the IMF/World Bank Meetings, highlighting stagflation fears, a broken transatlantic alliance, an ascendant China, and near-universal belief that the dollar is a short. He then summarizes the conference's favorite trades — long EM assets, long commodities and gold, short treasuries, and short the dollar — noting his own discomfort with how crowded they've become. Lastly, Scott highlights the contrarian signals worth watching, including JP Morgan's call that the Fed's next move is a hike.