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

05/09/2025 10 min

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

Episode Synopsis

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.

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