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PODCAST

Elevate Market Chat

Elevate Capital Advisors

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,

business investing

All Episodes

38:10

Episode 20: AI Isn't The Only Opportunity

Elevate Market Chat ·

2025/10/17

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 keep up with some measures of market internals, please check out the link

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36:33

Episode 19: Fed's Rate Cut and AI Names Surging

Elevate Market Chat ·

2025/09/22

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

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39:25

Episode 18: Exploring Alternative Investments with...

Elevate Market Chat ·

2025/08/18

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-performanceHope you enjoy the latest episode!If you would like to contact Elevate Capital Advisors and submit questions or topics to

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42:24

Episode 17: Stock Market Valuation and Finding...

Elevate Market Chat ·

2025/07/18

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-performanceHope you enjoy the latest episode!If you would like to contact Elevate Capital Advisors and submit questions or topics to be

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38:26

Episode 16: Turmoil in the Middle East and Markets...

Elevate Market Chat ·

2025/06/24

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-performanceHope 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

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38:56

Episode 15: With Markets Recovering Most of Their...

Elevate Market Chat ·

2025/05/20

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-performanceHope 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

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35:31

Episode 14: Record Daily Move in The S&P500, What's...

Elevate Market Chat ·

2025/04/18

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-performanceHope 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

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34:02

Episode 13: Evaluating the Latest Market Pullback and...

Elevate Market Chat ·

2025/03/23

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/stocks/market-performanceHope you enjoy the latest episode! If you would like to contact Elevate Capital

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32:55

Episode 12: Equities Consolidating, Gold Strength...

Elevate Market Chat ·

2025/02/24

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-performanceWe then get into the continued outperformance in gold and one of it's main catalysts; gold. If you would like to contact Elevate Capital Advisors and submit questions or topics to be covered in future episodes,

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39:08

Episode 11: Kicking off 2025! Market Expectations and...

Elevate Market Chat ·

2025/01/31

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 Fed meeting and some discussion of economics.If you would like to contact Elevate Capital Advisors and

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38:23

Episode 10: The Trump Trade, Bitcoin, Buffet, NVDA...

Elevate Market Chat ·

2024/11/25

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 submitting them to info@elevatecapitaladvisors.com.Always consult a financial, tax, or legal professional

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33:50

Episode 9 : Discussing Recent Interviews from...

Elevate Market Chat ·

2024/10/28

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 interviews are included below. If you would like to contact Elevate Capital Advisors and submit questions

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35:53

Episode 8: The Fed Rate Cut and Alternatives to ST...

Elevate Market Chat ·

2024/10/03

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 episode which was recorded with me on a mountain top and Shane weathering a hurricane. If you would like

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35:04

Episode 7: Upcoming Fed Meeting, Tactical Portfolio...

Elevate Market Chat ·

2024/08/23

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 trade or investment. If you would like to contact Elevate Capital Advisors and submit questions or topics

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36:02

Episode 6: The Goldilocks Economy, TSLA Earnings and...

Elevate Market Chat ·

2024/07/26

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, please do so by submitting them to info@elevatecapitaladvisors.com.

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34:44

Episode 5: Rate cuts, NVDA, Concentrated Stock...

Elevate Market Chat ·

2024/06/24

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 questions or topics to be covered in future episodes, please do so by submitting them to

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34:38

Episode 4: NVDA Earnings, Debt Markets and The...

Elevate Market Chat ·

2024/05/28

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 and submit questions or topics to be covered in future episodes, please do so by submitting them to

en

34:50

Episode 3: Discussing Latest GDP Numbers, Bitcoin and...

Elevate Market Chat ·

2024/05/07

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 them to info@elevatecapitaladvisors.com.

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45:35

Episode 2: Post FOMC Rate Decision

Elevate Market Chat ·

2024/03/27

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.

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47:38

Episode 1: State of The Markets after NVDA Reported

Elevate Market Chat ·

2024/02/25

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.

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