Description
In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. He discusses the struggling Chinese housing market and the rally in Chinese equities and bonds. Additionally, Scott analyzes D.R. Horton's Q3 2025 earnings beat and implications for the overall economy. Lastly, he explores the recent rally in commodities and the potential outperformance of silver, copper, and gold.