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
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Episode #30
Episode 30: Government Debt Building & Market Breadth Deteriorating
Sep 27, 20261h 5mS1
The Elevate Roundtable team sits down to unpack a market that’s flashing more warning lights than usual. They discuss current market conditions, interest rates, and economic concerns. Shane shares his bearish outlook on US government debt, predicting that the country's reserve currency status may eventually end due to excessive debt levels, and voices caution against long-term treasuries. The group analyzes market breadth statistics showing only about half of S&P 500 stocks trading above their 200-day moving averages. They discuss the impact of rising interest rates on various sectors, particularly property and casualty insurance companies that were being affected by the flattening yield curve. The conversation also covers the potential implications of Social Security Trust Fund running out of money around 2029-2032, and the group debates whether this will lead to significant benefit reductions or government default through inflation. They agree that rising interest rates are creating opportunities to adjust portfolio durations and increase exposure to hard assets like gold, while warning that traditional 60/40 stock-bond portfolios might not provide the expected diversification benefits in an environment of rising rates. Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss. Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.
Episode 29: Moves in a Bearish Market and Where We Stand Today
Aug 22, 20261 hourS1
In this episode of the Elevate Roundtable, the team opens up with a discussion of recent bear sightings in Ken's neighborhood. They then review strong year-to-date equity gains alongside gold’s recovery, discussing preparation for US debt pressures after limited Treasury purchases of long-term bonds. Shane outlines the group’s defensive posture, adding gold to passive strategies and questioning whether economic growth alone can resolve the expanding debt burden. The conversation continues with proposed bond adjustments, favoring shorter-duration holdings amid rising rates, and a cautious stance on further Bitcoin additions given its tech-like correlation. Attention then shifts to hyperscalers’ transition from capital-light software models to capital-intensive data-center and GPU operations, which Shane warns could compress margins and echo risks seen in companies reliant on external financing. Ken highlights a regulatory ruling on data-center securities that raises 2008-style concerns, yet the episode closes on a note of long-term optimism for US markets, underscoring how Elevate’s awareness of these issues helps clients navigate the current landscape more effectively. Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss. Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.
In this Elevate Roundtable discussion (recorded July 16th), Shane, Tom, Kyle, and Ken dive deep into how they manage client portfolios, measure success, and stay aligned with what individual investors can actually handle emotionally and financially. Hindsight builds regret but it can also fuel false optimism for spotting big wins in the market. The team discusses portfolio construction that increases investor success. They also get into macro themes, risk management and the use of an overlay strategy. Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss. Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.
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 valuation, revealing why shares trading around $177 appear significantly overvalued at roughly 100 times revenue. They describe it as “play money” rather than a core long-term investment, while noting that many clients who received IPO allocations plan to hold their positions for the long haul. The discussion also covers institutional lockup periods and the realities of managing concentrated stock positions. Shane delivers a detailed analysis of Chairman Warsh’s debut FOMC meeting, highlighting the bold decision to scrap forward guidance and refocus the policy statement solely on price stability. The move triggered an immediate market sell-off during the press conference—find out what this signals for future Fed policy and investor positioning. The team wraps up with practical portfolio strategies for clients holding sizable SpaceX stakes, including the smart use of options as portfolio insurance and the critical importance of having clear exit plans before entering high-conviction investments. Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss. Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.
Episode 26: Quality Stocks, Annuities & The SpaceX IPO
May 26, 202647 minS1
<p>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 Kyle Lottman (Wealth Management Advisor and CFA charter holder) for a real-time discussion recorded live on May 21, 2026. </p><p>The conversation opens up by addressing market index's and their latest valuations. The pros and cons of valuations are discussed along with any implications for the markets. Shane discusses Quality stocks and the criteria used to define them. Within this context, NOW is discussed. </p><p>There was a recent article...
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