Bubble Talk, JPM Earnings Reveal, and Fortress Credit Takes (EP. 22)

Capital Creek Partners - 3in10
18/10/2025 13 min

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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 discusses the market's current positioning in a potential bubble and how investors can position themselves. Additionally, he highlights J.P. Morgan's stellar earnings, strong growth, and revelations for credit markets. Lastly, Scott analyzes the Fortress Credit Conference and its implications for credit.

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