Macro Market Thoughts, NFIB Small Business Report, and CoreWeave's AI Play (EP. 26)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes November markets, noting how artificial intelligence hopes have turned into fears. Job concerns, rate cut bets, tariffs, deficits, and affordability are creating a "Mount Everest of worry." Additionally, he recaps the NFIB Small Business report and discusses how small businesses are less optimistic than before. Lastly, Scott delves into CoreWeave's earnings report, highlighting the company's leveraged play on AI. With large backlogs and aggressive expansion, Scott believes CoreWeave will continue to be volatile.