Podcast

Capital 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.…

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Latest episodes

  1. Special Edition: Fireside Chat with Rich Hall, CEO of UTIMCO7 Aug 2026
  2. 1. In defense of Chairman Warsh. 2. Why we are more tactically cautious on risk assets. 3. Why gold could be in trouble31 Jul 2026
  3. Real Interest Rates Rising, Fed Meeting on July 29: Will the Fed Hike? and What Q2 Earnings from Credit Card Companies Tell Us About the Health of the U.S. Consumer24 Jul 2026
  4. Special Edition: Doug Terreson Back by Popular Demand, Oil, Refining, and the Case for $80 Brent17 Jul 2026
  5. Ceasefire Collapse, Hawkish Fed Minutes, and Pepsi's Flat Pop10 Jul 2026
  6. 1. Thoughts on June Payroll Employment Report 2. Thinking About Real Rates and Fed Policy Path 3. the Shocking Performance of the DSA2 Jul 2026
  7. 1. Core PCE inflation data reveal a troubling trend. 2. Micron (MU) earnings indicate a durable shortage for memory. 3. The implications of an inflationary boom.26 Jun 2026
  8. 14 Point Plan, The Fed, and Retail Sales19 Jun 2026
  9. Following up the Punch Bowl: thoughts from the Morgan Stanley investor conference, Lennar earnings, perspective on the inflation data and the FED12 Jun 2026
  10. Removing the Punch Bowl, The Case For Tighter Monetary Policy5 Jun 2026