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Elevate Market Chat

Elevate Market Chat

Auteur(s): Elevate Capital Advisors
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À propos de cet audio

Elevate Market Chat is a monthly broadcast including conversations between Kyle Lottman CFA, CMT, CPA and Shane Fleury, CFA. They discuss the state of financial markets, risk management, trading and financial planning topics.

Kyle and Shane work with clients at Elevate Capital Advisors. 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.

Elevate Capital Advisors, 2024
Finances personnelles Économie
Épisodes
  • Episode 19: Fed's Rate Cut and AI Names Surging
    Sep 22 2025

    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 risk control, while questioning the Fed’s 25-basis-point rate cut to 4.15% amid rising inflation and a weak labor market, which fuels asset prices but hurts non-asset owners. Gold’s role as an inflation hedge is highlighted, alongside analysis of ORCL 36% surge and INTC's 30% rally, underscoring the importance of managing risk over chasing gains in an overvalued market ripe for a potential 50% correction.

    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 submit questions or topics to be covered in future episodes, please do so by submitting them to info@elevatecapitaladvisors.com.

    Always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any rates of return are historical or hypothetical in nature and are not a guarantee of future returns, which may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions and security positions, when sold, may be worth less or more than their original cost.

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    37 min
  • Episode 18: Exploring Alternative Investments with The S&P500 at ATH's
    Aug 18 2025

    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 latest episode!

    If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, please do so by submitting them to info@elevatecapitaladvisors.com.

    Always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any rates of return are historical or hypothetical in nature and are not a guarantee of future returns, which may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions and security positions, when sold, may be worth less or more than their original cost.

    Voir plus Voir moins
    39 min
  • Episode 17: Stock Market Valuation and Finding Opportunity
    Jul 18 2025

    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 episode!

    If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes, please do so by submitting them to info@elevatecapitaladvisors.com.

    Always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any rates of return are historical or hypothetical in nature and are not a guarantee of future returns, which may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions and security positions, when sold, may be worth less or more than their original cost.

    Voir plus Voir moins
    42 min
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