HeyJaredCapital Creek Partners - 3in10
Hello. I’m Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, and this is 3in10: a weekly briefing on the three most important macroeconomic developments shaping global markets.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Storm Clouds for Risk Assets, a Resilient Consumer, and a Hawkish Fed (opens the original)
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In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott assesses six converging headwinds, from an AI slowdown to a global tightening cycle, behind his tactically cautious view on equities. He then highlights August retail sales, noting the strongest control-group reading in nearly two years and a resilient high-end consumer. Lastly, Scott explains why Chair Warsh's hawkish hike signals more rate increases to
A Hotter CPI Print, Oracle's Credit Relief, and Mounting AI Fears (opens the original)
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In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott assesses the hotter core CPI print, arguing the Fed's hike next week will not be one and done. He then recounts Oracle's earnings, noting tighter credit spreads offer relief as investors fixate on the balance sheet. Lastly, Scott highlights mounting AI fears, warning a CapEx slowdown could force cuts to growth and earnings estimates.
Dell's AI Blowout, Waller's Dovish Pushback, and a Payrolls Surprise (opens the original)
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In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He recounts Dell's blowout earnings and record AI backlog, noting that AI shortages are now raising technology costs rather than lowering them. He then assesses Governor Waller's dovish speech and its pushback against a locked-in September hike. Lastly, Scott analyzes the August payrolls surprise, noting benign wage growth leaves next week's CPI as the Fed's d
Warsh's Seven Principles, the Return of Monetarism, and a Quieter Fed (opens the original)
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In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, departs from the usual three-theme format to focus on one key topic: Fed Chairman Kevin Warsh's Jackson Hole speech. He analyzes Warsh's seven principles, highlighting the "no excuses" commitment to 2% headline PCE, the return of monetarism, and a quieter Fed less reliant on forward guidance. Lastly, he explains why the speech reads hawkish, with markets now pricing one to two hikes by year-end.
Special Edition: Fusion Fund's Lu Zhang on AI, SpaceX, and the New Fed Chair (opens the original)
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In this special edition 3in10, Scott Slayton is joined by Lu Zhang, founder of Fusion Fund, days after Time named the firm one of America's top 100 VC funds. Capital Creek is an LP in Fusion Fund IV. Lu explains why the AI buildout is still early, the shift from language models to physical AI and agents, open source versus closed models, the emerging multi trillion dollar space economy built around SpaceX, breakthroughs in healthcare AI, and her take on new Fed Chair Kevin Warsh.
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