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Elevate Roundtable is a monthly broadcast including conversations between Kyle Lottman CFA, CMT, CPA, Shane Fleury, CFA, Ken Armstrong CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC® and Tom Damon. They discuss the state of financial markets, risk management, trading and financial planning topics. Elevate is an SEC Registered Investment Advisor headquartered in Eagle, Colorado. The firm was founded in 2017 and manages nearly $150,000,000 for private individuals & families, corporations, family offices, charities, and others. Various topics related to financial planning and asset management are discussed in these episodes. To learn more about Elevate Capital Advisors visit Elevatecapitaladvisors.com *This show is created for educational and entertainment purposes only. Nothing in this show is to be considered investment advice. Opinions shared are those of Shane and Kyle alone and do not necessarily represent the views of Elevate.
Unknown Host hosts Elevate Roundtable.
In this episode of the Elevate Roundtable, the team dives deep into SpaceX’s much-anticipated IPO performance and the Federal Reserve’s first policy meeting under new Chairman Kevin Warsh. They break down SpaceX’s valuat
In this month's Elevate Monthly Roundtable, join hosts Tom Damon (Investment Operations Specialist and CFA Level 1 candidate), Shane Fleury (Chief Investment Officer), Ken Armstrong (Co-Founder and planning expert), and
In the launch episode of Elevate Roundtable, the seasoned team at Elevate Capital Advisors pulls back the curtain on the world of professional investing and holistic wealth management. Join hosts Tom Damon (Investment Op
In this episode Kyle Lottman, CFA, CMT, CPA and Shane Fleury, CFA address the move higher in oil prices with the conflict in Iran. This is in conjunction with equities continuing to feel heavy with deteriorating breadth.
In this episode of Elevate Market Chat, Shane and Kyle highlight emerging markets and their recent strength. They explore what it means to be invested in emerging markets and historical bullish runs. Will this run be dif
In this episode of Elevate Market Chat, Shane and Kyle look at the year ahead and discuss some of the themes that may play out. The SPY has been posting good returns and beating the equal weight SPY. This has not always
In this episode of Elevate Market Chat, Shane and Kyle start off with a recap of the major indices and the post-earnings move for NVDA. What is the price action telling us about the markets? They move from there to discu
In this episode of Elevate Market Chat, Shane and Kyle recap the major indices which continue to move up relentlessly. AI has been all the rage but there are other opportunities. Where will they power AI centers from? Co
In this episode of Elevate Market Chat, Shane and Kyle discuss the record highs of major indexes, cautioning about the market’s parabolic trajectory and a 101-day streak without a significant S&P drawdown, reminiscent of
Alternative investments have been a hot topic lately. With equities at all-time-highs, investors are looking for other ways to chase yield. We discuss options out there including structured notes. Who the involved player
The S&P500 hit new all time highs at the recording of this podcast on July 17th. Shane and I discuss market valuation metrics and how to find opportunity in this market. Other topics covered include interest rates and th
The S&P500 is within 2% of ATH's and there is Turmoil in the Middle East with Iran. Shane and I discuss the latest technicals. risk management and where markets may go from here. To keep up with some measures of market i
Markets are nearing their all-time highs after a 20% pullback while tariffs continue to dominate headlines. Shane and I discuss the latest technicals. risk management and where markets may go from here. To keep up with s
The S&P500 has been in correction territory and recently rebounded 10% in one day! Shane and I discuss this record move, market internals, The Fed and the Dollar. To keep up with some measures of market internals, please
The S&P500 has been in correction territory and many are questioning if this is the start of the next bear market. Shane and I discuss the latest levels to be aware of and some of our observations of the market internals
The general market has been in a consolidation pattern since the year started and there have been three attempts to break through the 610 level on SPY. Shane and I discuss this before getting into sector performance whic
2025 is here! Shane and I kick the year off by reviewing 2024 and market expectations for the upcoming year. Forecasting is not our game or how we make money but it is always fun to try. The S&P500 was up 23% in 2024 and
This month’s episode was recorded on November 21st 2024. We discuss the Trump Trade following the election. We also get into Bitcoin's latest run, Warren Buffet and his cash position. Then we wrap it up with discussion o
This month’s episode was recorded on October 24th 2024. Over the past few weeks there have been three key interviews with some of the market heavyweights. Stanley Druckenmiller, Paul Tudor Jones and Bill Ackman all share
This month’s episode was recorded on September 26th 2024. The Fed recently carried out a 50bp rate cut. The rate cut has been on the table for a while but what will the implications be? Will investors get what they hoped
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Elevate Roundtable is hosted by Unknown Host. The show is categorised under Business (investing) and has published 0 episodes.
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