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Elevate Roundtable

Elevate Capital Advisors

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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Эпизоды

31 эпизод

  1. Episode 31: Getting into Portfolio Construction and Selecting the Correct Measuring Stick for Performance 1:03:56
  2. Episode 30: Government Debt Building & Market Breadth Deteriorating 1:04:56
  3. Episode 29: Moves in a Bearish Market and Where We Stand Today 59:33
  4. Episode 28: Rethinking Benchmarks, Gold, Quality Stocks & Client-First Investing 1:02:52
  5. Episode 27: SpaceX IPO & New Fed Chair 55:22
  6. Episode 26: Quality Stocks, Annuities & The SpaceX IPO 47:09
  7. Episode 25: Introducing a New Roundtable Format with The Elevate Team 54:02
  8. Episode 24: Conflict in Iran Pushing Oil Higher and Pressuring Equities 37:16
  9. Episode 23: Emerging Markets & Sector Rotation 39:22
  10. Episode 22: Will Sector Rotation Show up in 2026? 42:12
  11. Episode 21: What does The Post-Earnings Move in NVDA Mean for The Markets? 32:43
  12. Episode 20: AI Isn't The Only Opportunity 38:10
  13. Episode 19: Fed's Rate Cut and AI Names Surging 36:33
  14. Episode 18: Exploring Alternative Investments with The S&P500 at ATH's 39:25
  15. Episode 17: Stock Market Valuation and Finding Opportunity 42:24
  16. Episode 16: Turmoil in the Middle East and Markets Near ATH's 38:26
  17. Episode 15: With Markets Recovering Most of Their Losses What's Next? 38:56
  18. Episode 14: Record Daily Move in The S&P500, What's Next.... 35:31
  19. Episode 13: Evaluating the Latest Market Pullback and FOMC Meeting 34:02
  20. Episode 12: Equities Consolidating, Gold Strength Continues and Volatility 32:55
  21. Episode 11: Kicking off 2025! Market Expectations and The Fed 39:08
  22. Episode 10: The Trump Trade, Bitcoin, Buffet, NVDA and FED 38:23
  23. Episode 9 : Discussing Recent Interviews from Heavyweights Ackman, Jones & Druckenmiller 33:50
  24. Episode 8: The Fed Rate Cut and Alternatives to ST Treasuries for Yield 35:53
  25. Episode 7: Upcoming Fed Meeting, Tactical Portfolio Management and NVDA Earnings 35:04
  26. Episode 6: The Goldilocks Economy, TSLA Earnings and Consumer Debt 36:02
  27. Episode 5: Rate cuts, NVDA, Concentrated Stock Positions and CBO Numbers 34:44
  28. Episode 4: NVDA Earnings, Debt Markets and The Resurgence of the Meme Stocks 34:38
  29. Episode 3: Discussing Latest GDP Numbers, Bitcoin and the Mag7 34:50
  30. Episode 2: Post FOMC Rate Decision 45:35
  31. Episode 1: State of The Markets after NVDA Reported 47:38