Publishing Details
Contact & Outreach
About This Podcast
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 and do not necessarily represent the views of Elevate.
Podcasting 2.0 Features
Explore Statistics
Recent Episodes
S2E1 Episode 25: Introducing a New Roundtable Format with The Elevate Team
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…
S1E24 Episode 24: Conflict in Iran Pushing Oil Higher and Pressuring Equities
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…
S1E23 Episode 23: Emerging Markets & Sector Rotation
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.…
S1E22 Episode 22: Will Sector Rotation Show up in 2026?
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.…
S1E21 Episode 21: What does The Post-Earnings Move in NVDA Mean for The Markets?
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…
S1E20 Episode 20: AI Isn't The Only Opportunity
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…
S1E19 Episode 19: Fed's Rate Cut and AI Names Surging
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…
S1E18 Episode 18: Exploring Alternative Investments with The S&P500 at ATH's
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.…
S1E17 Episode 17: Stock Market Valuation and Finding Opportunity
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…
S1E16 Episode 16: Turmoil in the Middle East and Markets Near ATH's
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…
S1E15 Episode 15: With Markets Recovering Most of Their Losses What's Next?
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…
S1E14 Episode 14: Record Daily Move in The S&P500, What's Next....
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…
S1E13 Episode 13: Evaluating the Latest Market Pullback and FOMC Meeting
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…
S1E12 Episode 12: Equities Consolidating, Gold Strength Continues and Volatility
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…
S1E11 Episode 11: Kicking off 2025! Market Expectations and The Fed
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…
S1E10 Episode 10: The Trump Trade, Bitcoin, Buffet, NVDA and FED
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…
S1E9 Episode 9 : Discussing Recent Interviews from Heavyweights Ackman, Jones & Druckenmiller
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…
S1E8 Episode 8: The Fed Rate Cut and Alternatives to ST Treasuries for Yield
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…
S1E7 Episode 7: Upcoming Fed Meeting, Tactical Portfolio Management and NVDA Earnings
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…
S1E6 Episode 6: The Goldilocks Economy, TSLA Earnings and Consumer Debt
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…
Frequently Asked Questions
Elevate Roundtable has published 25 episodes since February 2024, covering topics in Business, Investing.
Elevate Roundtable is currently highly active with new episodes monthly. Average episode length is 37m.
Sign up on Grep.FM to access contact details for Elevate Roundtable, including email and social media links.
Similar Podcasts
The Ramsey Show
Ramsey Network
180 episodes
BiggerPockets Real Estate Podcast
BiggerPockets
1,317 episodes
Earn Your Leisure
iHeartPodcasts
1,482 episodes
The Peter Schiff Show Podcast
Peter Schiff
1,124 episodes
The Clark Howard Podcast
Clark Howard
2,294 episodes
ChooseFI | Financial Independence Podcast
ChooseFI
593 episodes