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 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...

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. The conversation opens up by addressing market index's 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 Operations Specialist and CFA Level 1 candidate), Shane Fleury (Chief Investment Officer), Ken Armstrong (Co-Founder and planning expert), and Kyle Lotman (Wealth Management Advisor...

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. They discuss market fundamentals and how predicting markets is anything but easy, choosing instead to focus on risk management. To keep up with some measures of market internals,...

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 different than failed runs in the past? To keep up with some measures of market internals, please check out the link below. https://www.barchart.com/stocks/market-performance Hope you...

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 been the case and brings up an important market dynamic, sector rotation. What will 2026 hold? Thanks for tuning in! To keep up with some measures of market internals, please check...

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 discussing capital efficient businesses and how they can do well over the long term. Thanks for tuning in! To keep up with some measures of market internals, please check out the link b...

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? Could it be utilities? What other strong movers are being overlooked by the AI craze? There is more moving beneath the surface and they get into all of that. Thanks for tuning in! To...

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 2021’s mania. Shane advocates a bottom-up investment approach, focusing on high-quality businesses like CMG and UNH at fair prices, emphasizing long-term holdings and strict r...

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 players are and how to participate. To keep up with some measures of market internals, please check out the link below. https://www.barchart.com/stocks/market-performance Hope you enjoy...

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 the FED's impact. To keep up with some measures of market internals, please check out the link below. https://www.barchart.com/stocks/market-performance Hope you enjoy the latest...

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 internals, please check out the link below. https://www.barchart.com/stocks/market-performance Hope you enjoy the latest episode! If you would like to contact Elevate Capital Ad...

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 some measures of market internals, please check out the link below. https://www.barchart.com/stocks/market-performance Hope you enjoy the latest episode! If you would like to contac...

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 check out the link below. https://www.barchart.com/stocks/market-performance Hope you enjoy the latest episode! If you would like to contact Elevate Capital Advisors and submi...

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. Our meeting also fell on the heels of the latest FOMC meeting. To keep up with some measures of market internals, please check out the link below. https://www.barchart.com/st...

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 which can be viewed at: https://www.barchart.com/stocks/market-performance We then get into the continued outperformance in gold and one of it's main catalysts; gold. If you would like...

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 that would be a high mark to beat. We then get into earnings, including the latest news on Deep Seek that disrupted the markets. We wrap it all up with a summary of the latest...

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 of NVDA earnings and it's current valuation. If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, please do so by s...

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 shared their views on the market, Fed policy and the election. Given their track records and market experience, we had to include for discussion on our latest episode. Links to the inte...

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 for? This will also lower short term yields for those with money in short term treasuries. What alternatives exist for a reasonable yield? Shane and I discuss this in our latest e...

This month’s episode was recorded on August 22nd 2024. Shane and I kick discuss what investors might expect out of the Jackson Hole meeting and upcoming Fed Meeting. The S&P500 and individual stocks are showing signs of stretched valuations. We discuss market cycles and how to actively manage a portfolio. Lastly, we address the upcoming NVDA earnings and share some thoughts on whether it's a t...

This month’s episode was recorded on July 25th 2024. Shane and I kick off this episode by discussing the "Goldilocks Economy." We then turn to rate cut expectations, markets and TSLA earnings. We wrap it up with a discussion of consumer credit and emerging signs of a recession. If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, pl...

This month’s episode was recorded on June 20th 2024. Shane and I start this episode off with an update on rate cuts by some of the central banks and what that could mean for the Fed and equities. We then check in on NVDA and some risk management strategies to consider. We wrap it all up with a look at the latest CBO numbers. If you would like to contact Elevate Capital Advisors and submit question...

This month’s episode was recorded on May 23rd 2024. Shane and I kick off this episode with a discussion of inflation and adjusted rate expectations. We then dive into commercial and government debt. We’ll finish off by addressing the resurgence of some of the meme stocks including GME before getting into NVDA and their latest earnings release. If you would like to contact Elevate Capital Advisors...

This episode of Elevate Market Chat occurs the day after the latest GDP release. Shane Fleury, CFA and Kyle Lottman, CFA, CMT, CPA dive into the latest economics and what it might mean for markets. With all the buzz around crypto lately they felt it necessary to cover Bitcoin and ways to own it. Lastly, they check in on the Mag7. Please submit questions to be covered in future episodes by sending...