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. 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 you found today’s insights useful and want to dive deeper, head over to capitalcreek.com for my latest market perspectives and monthly market updates.

Capital Creek Partners - 3in10 is a business podcast hosted by Capital Creek Partners, with 66 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Capital Creek Partners hosts Capital Creek Partners - 3in10, a business show with 66 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Capital Creek Partners - 3in10

  The Global Treasury Bear Market, CoreWeave's 20% Gap-Up, and Iran's October Deadline

  Aug 14, 202611 min

  In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with the global Treasury bear market, where softer data hasn't stopped yields from rising and September rate cut odds have fallen to 28%. Additionally, he highlights CoreWeave's smaller-than-expected loss and raised CapEx guidance, which sent the stock up 20% on evidence AI demand keeps broadening. Lastly, Scott delves into the Iran oil conflict, warning that shrinking inventories could turn dire by early October.

  ListenShow Notes
• 

  Capital Creek Partners - 3in10

  Special Edition: Fireside Chat with Rich Hall, CEO of UTIMCO

  Aug 7, 202644 min

  In this special edition of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, sits down with Rich Hall, President, CEO, and CIO of UTIMCO, marking his three years leading one of the nation's largest endowments. Rich explains why UTIMCO's biggest challenge is scale, not staffing, and how its Permian Basin land gives it a cash flow edge that lets it take less risk than peers. He also details UTIMCO's PATS framework for selecting managers and the changes he has driven since becoming CEO, including a new Strategic Holdings program and an in-house platform called Dockside. Rich closes by reflecting on how his years as a Naval intelligence officer shaped his focus on contingency planning.

  ListenShow Notes
• 

  Capital Creek Partners - 3in10

  1. In defense of Chairman Warsh. 2. Why we are more tactically cautious on risk assets. 3. Why gold could be in trouble

  Jul 31, 202610 min

  In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with a defense of Fed Chairman Kevin Warsh, expecting the Fed to resume tightening in September and December. Additionally, he explains Capital Creek's tactically cautious stance on risk assets, citing weakening liquidity, toppy mega-cap tech, and an escalating Iran conflict. Lastly, Scott delves into why gold likely has 15 to 25% more downside to around $3,300.

  ListenShow Notes
• 

  Capital Creek Partners - 3in10

  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. Consumer

  Jul 24, 202611 min

  In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott begins with rising real interest rates, driven by sticky inflation and AI-capex demand, and the higher cost of capital it implies for markets. Additionally, he previews the July 29th Fed decision, expecting Warsh to hold off until September despite having the votes. Lastly, Scott ties Capital One, Synchrony, and Amex earnings to a resilient consumer, citing falling delinquencies and 11% spend growth.

  ListenShow Notes
• 

  Capital Creek Partners - 3in10

  Special Edition: Doug Terreson Back by Popular Demand, Oil, Refining, and the Case for $80 Brent

  Jul 17, 202629 min

  In this special edition episode of 3in10, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, welcomes back Doug Terreson, former head of global energy at Morgan Stanley and Evercore, for a return conversation on how the US-Iran conflict is reshaping oil markets. Scott and Doug begin with the Strait of Hormuz and the broken ceasefire, as Doug explains why collapsing inventories forced Washington's hand even as prices fell. Doug then lays out his refining thesis, highlighting record crack spreads and Russian and Gulf supply losses that make refined products the real bottleneck, and weighs the super majors' improved capital discipline. Lastly, Doug reiterates his call for $80 Brent by year-end, arguing record refining margins will keep a bid under crude even if the Strait reopens.

  ListenShow Notes

Recent guests on Capital Creek Partners - 3in10. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.