August Payrolls, Broadcom Boom, and China Concerns - (EP. 16)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes the recently released August payrolls numbers, noticing a stalling labor market and the opportunity for more rate cuts this year. Additionally, he summarizes the takeaways from a booming Broadcom and the success of the company in the light of AI. Lastly, Scott delves into the Shanghai Cooperation Organisation and the potential threat that China poses.