December Fed Rate Cut, Easing Bank Regulations, and ORCL's Earnings Punishment (EP. 29)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott dives into the Fed's December meeting where benchmark rates were cut by 25 basis points. Scott looks into the Fed's economic projections and gives his thoughts on the future. Additionally, he discusses the deregulation of bank lending, allowing larger banks to step into the private credit space. Scott comments that this may lead to spread compression as more players compete. Lastly, Scott analyzes Oracle's Q2 2026 earnings and the negative cash flow implications that have resulted from excessive AI capital expenditures. He believes that companies will learn from this excess.