Description
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 a report on cybersecurity and the challenge this presents in the coming year as firms and democratic nations face the reality of increasing attacks. Scott then shifts to the ongoing housing recession with recent data indicating disinflation in 2025 for housing. Scott believes there might be a positive future in sight for this area of the economy. Lastly, Scott recounts 2025, noting benefits from diversifying into international markets, strong metals performance, and changes in the dollar, Brent oil, and Bitcoin.