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.