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Capital Creek Partners - 3in10

Capital Creek Partners
Federal Reserve
Artificial Intelligence
Inflation
Iran
Oil
Credit Markets
Gold
China
S&P 500
United States
Coreweave
Micron Technology
Japan
Apollo Global Management
Dell
Macro Markets
ISM Manufacturing
Retail
U.S. Dollar
US Dollar

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. Each episode delivers clear and actionable insights in under 10 minutes, designed for investors, executives, and professionals who want timely, no-nonsense analysis that gets straight to the point. If y... more

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Latest Episodes

In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Tim Sloan, Vice Chairman and Global Head of Real Estate at Fortress and former CEO of Wells Fargo, to discuss today's cred... more

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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 Trump-Xi summit, noting that beyond the pageantry, Trump avoided trading geopolitical ground ... more

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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... more

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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 rec... more

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Recent Guests

Lu Zhang
Founder of Fusion Fund, venture capitalist
Fusion Fund
Episode: Special Edition: Fusion Fund's Lu Zhang on AI, SpaceX, and the New Fed Chair
Rich Hall
President, CEO, and CIO of Utimco
Utimco
Episode: Special Edition: Fireside Chat with Rich Hall, CEO of UTIMCO
Darren Woods
CEO of Exxon
Exxon Mobil
Episode: Inflation's Cyclical Upturn and Exxon's Turnaround
Britt Harris
Former CIO and head of pensions/endowments; proponent of the Seven Storms thesis
UTIMCO (former CIO)
Episode: Special Edition: Britt Harris, Former CIO of UTIMCO, The Seven Storms Facing Investors
Drew McKnight
Co-CEO, Fortress
Fortress
Episode: Special Edition: Drew McKnight, Co-CEO of Fortress, Discusses All Things Credit
William Inboden
Executive Vice President and Provost at UT Austin, historian and former national security advisor, founder of the Clements Center for National Security
University of Texas at Austin
Episode: Special Edition: Dr. William Inboden, Executive Vice President and Provost at UT Austin, Challenges facing American Academia, and the New World Order.
Doug Terreson
Former Head of Global Energy at Morgan Stanley
Morgan Stanley
Episode: Special Edition: Doug Terreson, Former Head of Global Energy at Morgan Stanley, A 2026 View on Oil and Markets
Torsten Slok
Partner and Chief Economist at Apollo
Apollo
Episode: Special Edition: Torsten Slok, Chief Economist at Apollo, A Forward Looking 2026 Macroeconomic View
Andy Xie
Independent economist based in Shanghai, former Morgan Stanley economist, frequent writer for South China Post
Independent economist, Shanghai
Episode: Special Edition: Andy Xie, Independent China Economist, A View From China

Host

Scott Slayton
Host of the show and Chief Strategist at Capital Creek Partners; leads macro briefings on policy, markets, and tech-driven growth.

Reviews

5.0 out of 5 stars from 18 ratings
  • Exceptional Content & Insight

    A super insightful Wall Street podcast from an astute Wall Street veteran. The content is thoughtful, well researched, and consistently goes to the heart of the key issues. Each episode offers a fresh perspective and covers topics that often prove to be ahead of the broader market conversation. It’s a genuinely value-added listen for those seeking a deeper understanding of the most important questions in global markets.

    Apple Podcasts
    5
    Toddt12
    United States3 months ago

Listeners Say

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Listeners describe the host as thoughtful and well-informed, delivering concise market insights.

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Talking Points

Recent interactions between the hosts and their guests.

Special Edition: Torsten Slok, Chief Economist at Apollo, A Forward Looking 2026 Macroeconomic View
Q: What is your outlook for US credit markets next year?
Credit markets look set to stay positive, with defaults and distressed exchanges trending lower, driven by improving credit conditions and selective underwriting in private markets, while public credit remains sensitive to inflation and rate expectations.
Special Edition: Torsten Slok, Chief Economist at Apollo, A Forward Looking 2026 Macroeconomic View
Q: What do you think we should be expecting from the Federal Reserve for 2026?
Expect the Fed to remain cautious, potentially on hold for several meetings, with a focus on data and the risk that a later shift could surprise markets if inflation accelerates or if labor markets tighten unexpectedly.
Special Edition: Torsten Slok, Chief Economist at Apollo, A Forward Looking 2026 Macroeconomic View
Q: Do you believe the Fed should have actually cut policy rates last week at the December 10th meeting?
The decision to cut was controversial; while some members favored it, the speakers agree that inflation remains sticky and growth could reaccelerate, so proceeding cautiously and avoiding premature cuts may be prudent given the risk of a future inflation surprise in 2026.
Special Edition: Andy Xie, Independent China Economist, A View From China
Q: What enabled China to become such a strong technology innovator in the past decade?
A combination of relentless investment in engineering talent, government support for infrastructure and key technologies, and exposure to global markets that pushed Chinese firms to scale and innovate, even amid restrictions on US technology access.
Special Edition: Andy Xie, Independent China Economist, A View From China
Q: What do you think about the historic trade deal between Trump and Xi, is it really historic or a bandaid?
It's a short-term truism that temporarily de-escalates certain tensions, but the longer arc is a move toward a broader decoupling where China seeks to reduce dependency on the US and build diversified markets and supply chains.

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Frequently Asked Questions About Capital Creek Partners

What is Capital Creek Partners about and what kind of topics does it cover?

A concise weekly brief focusing on the three most important macro developments shaping global markets, delivered in under 10 minutes. Episodes skew toward investors, executives, and professionals seeking clear, data-driven insights on monetary policy, inflation trends, and AI-driven earnings, with a practical lens on how these themes affect portfolios and business strategy. Notable is the host's habit of distilling complex macro dynamics into actionable takeaways, often tying together policy signals, corporate earnings, and technology trends like AI deployment. The show stands out for its single-host, fast-paced format and its emphasis on real-time market implications for decision-makers.

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Which podcasts are similar to Capital Creek Partners?

These podcasts share a similar audience with Capital Creek Partners:

1. Odd Lots
2. Exchanges
3. The Psychology of Money with Morgan Housel
4. All-In with Chamath, Jason, Sacks & Friedberg
5. The Markets

How many episodes of Capital Creek Partners are there?

Capital Creek Partners launched a year ago and published 73 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Capital Creek Partners?

Recent guests on Capital Creek Partners include:

1. Lu Zhang
2. Rich Hall
3. Darren Woods
4. Britt Harris
5. Drew McKnight
6. William Inboden
7. Doug Terreson
8. Torsten Slok

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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