Elevate Capital Advisors

Elevate Roundtable

Business EN ↓ 31 episodes

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 discusse...

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Elevate Capital Advisors

Episodes

Episode 6: The Goldilocks Economy, TSLA Earnings and Consumer Debt 26.07.2024 36:02

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...

Episode 5: Rate cuts, NVDA, Concentrated Stock Positions and CBO Numbers 24.06.2024 34:44

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...

Episode 4: NVDA Earnings, Debt Markets and The Resurgence of the Meme Stocks 28.05.2024 34:38

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...

Episode 3: Discussing Latest GDP Numbers, Bitcoin and the Mag7 07.05.2024 34:50

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...

Episode 2: Post FOMC Rate Decision 27.03.2024 45:35

Join Shane and me as we discuss the latest FOMC meeting and what it means for financial markets. We then discuss whether opting out of social security in your working years if given the opportunity makes sense. Lastly, we cover questions around NVDA and whether it is too late to invest and how could investors have caught the trend early.

Episode 1: State of The Markets after NVDA Reported 25.02.2024 47:38

NVDA reported earnings this week played a large role in moving the markets higher. Shane and I discuss this, the Mag 7, market fundamentals and financial planning topics investors should be thinking about as the position into 2024.