Equity Bubble Brewing, AI and Earnings, and UMichigan Consumer and Inflation Expectations - (EP. 17)

from Capital Creek Partners - 3in10 · host Capital Creek Partners

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 conditions such as momentum, banking deregulation, and AI that could be driving a new equity bubble. He then recounts Oracle, Synopsys, and Adobe earnings, noting the positive impact that AI continues to have for earnings growth and performance. Lastly, Scott summarizes his thoughts on the UMichigan Consumer Sentiment and Inflation Expectations for the coming years, noting structural reasons for higher inflation.

What this episode covers

NOW PLAYING

0:00 10:53

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Sacramento Crime Report — June 20, 2026

Jun 20, 2026 ·2m

Sacramento Crime Report — June 15, 2026

Jun 15, 2026 ·3m

Sacramento Crime Report — June 14, 2026

Jun 14, 2026 ·2m

Sacramento Crime Report — June 13, 2026

Jun 13, 2026 ·3m

Sacramento Crime Report — June 12, 2026

Jun 12, 2026 ·3m

Sacramento Crime Report — June 11, 2026

Jun 11, 2026 ·3m

Similar Podcasts

Hyperfluent Hypio Hyperfluent transmits straight from the heart of Hyperliquid, where culture, creativity, and capital converge. Anchored by the architects of Hypio—the decentralized cultural virus—each episode archives the minds engineering the blockchain built to house all finance. These conversations are traceable artifacts in HyperEVM’s evolution: not just what’s being built, but why it matters, how it mutates, and where it’s taking us next. Listen in for the blueprints, the blind spots, and the narrative weapons shaping tomorrow’s markets.Hyperfluent: learn the language, ride the wave, spread the strain. LE HAWKESBURY SOCIAL ’BACK TO LIFE’ ADAM STACEY Welcome to the ‘Le Hawkesbury Social’, 'Back to Life’ a space where we celebrate life in all its colors: happiness, joy, love, connection, and even the moments of sadness that make us human. A space where we celebrate life in all its colors: happiness, joy, love, connection, and even the moments of sadness that make us human. Hosted by a passionate mental health advocate, this show dives deep into the topics that truly matter to today’s culture and community. Each episode offers honest conversations, thoughtful reflections, and real stories that bring people together. Whether you’re here for mental health discussions, community connections, or just looking to feel seen and heard in a fast-paced world, you’re in the right place. Adam believes in building a diverse and inclusive community where voices from every background can come together, share, and support one another. That’s why every Wellness Podcast, we open the mic to local community partners, support services, and inspiring voi Dragnet Entertainment Radio The Dragnet radio show was a groundbreaking and influential police procedural drama that ran on NBC from 1949 to 1957. Here are some key things to know about it:Main Features:Focus: The show followed the cases of Sergeant Joe Friday and his partners, primarily in the Los Angeles Police Department. It depicted the real-life work of detectives, including the tedious investigation process, interviews, stakeouts, and occasional danger.Realism: Jack Webb, the show's creator and star, aimed for authenticity. Episodes were often based on real cases, with details changed to protect the innocent. The dialogue was direct and unvarnished, mimicking the way police officers actually spoke.Famous Intro: The show's opening sequence is iconic: the announcer's voice declaring "This is the city... Los Angeles... California..." followed by the signature "dun-dun-DUN" theme music.Impact:Pioneering Police Procedural: Dragnet is considered a pioneer of Capital Ideas Podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures.

Frequently Asked Questions

How long is this episode of Capital Creek Partners - 3in10?

This episode is 10 minutes long.

When was this Capital Creek Partners - 3in10 episode published?

This episode was published on September 12, 2025.

What is this episode about?

Can I download this Capital Creek Partners - 3in10 episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!