Howard Marks' AI Bubble Piece, U.S. vs. China Tech, and Micron's Outstanding Earnings (EP. 30)

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 Howard Marks' piece on the potential of an AI bubble; Scott highlights the need to be selective especially given excessive capital expenditures. Additionally, he discusses a recent report from the Australian Strategic Policy Institute about China's dominance over the U.S. and the E.U. in technology. From the analysis, we learn that significant investments need to be made in the U.S. while investors in China might be concerned about potential returns. Lastly, Scott discusses Micron's Q1 2026 earnings; with tight memory supply, Micron solidly beat estimates while incorporating AI into workflows to increase productivity.