Elevate Market Chat
Claim This Podcastby Elevate Capital Advisors
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Podcast Overview
<p>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.</p><p>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.</p><p>To learn more about Elevate Capital Advisors visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://Elevatecapitaladvisors.com">Elevatecapitaladvisors.com</a></p><p>*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.</p>
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Publishing Since
2/25/2024
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Recent Episodes
July 21, 2026
Episode 28: Rethinking Benchmarks, Gold, Quality Stocks & Client-First Investing
<p>In this Elevate Roundtable discussion (recorded July 16th), Shane, Tom, Kyle, and Ken dive deep into how they manage client portfolios, measure success, and stay aligned with what individual investors can actually handle emotionally and financially. Hindsight builds regret but it can also fuel false optimism for spotting big wins in the market. The team discusses portfolio construction that increases investor success. They also get into macro themes, risk management and the use of an overlay strategy. </p><p>Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss.</p><p>Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.</p>
June 24, 2026
Episode 27: SpaceX IPO & New Fed Chair
<p>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, while noting that many clients who received IPO allocations plan to hold their positions for the long haul. The discussion also covers institutional lockup periods and the realities of managing concentrated stock positions. Shane delivers a detailed analysis of Chairman Warsh’s debut FOMC meeting, highlighting the bold decision to scrap forward guidance and refocus the policy statement solely on price stability. The move triggered an immediate market sell-off during the press conference—find out what this signals for future Fed policy and investor positioning. The team wraps up with practical portfolio strategies for clients holding sizable SpaceX stakes, including the smart use of options as portfolio insurance and the critical importance of having clear exit plans before entering high-conviction investments.</p><p>Whether you’re an advisor, investor, or simply want unfiltered insights on today’s most talked-about names and macro shifts, this roundtable delivers candid analysis you won’t want to miss.</p><p>Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.</p><p></p>
May 26, 2026
Episode 26: Quality Stocks, Annuities & The SpaceX IPO
<p>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. </p><p>The conversation opens up by addressing market index's and their latest valuations. The pros and cons of valuations are discussed along with any implications for the markets. Shane discusses Quality stocks and the criteria used to define them. Within this context, NOW is discussed. </p><p>There was a recent article by NBC out about an annuity holder with a bad outcome. Kyle and Ken review this story and how annuities can be used within a retirement plan and what may have taken place to result in the bad outcome highlighted. </p><p>Lastly, the SpaceX IPO is touched on but left for the next episode when the IPO hits. In this discussion, some financials are discussed and how the S-1 reads like a fantasy novel. Surely the IPO is going to provide some excitement and will provide for lively discussion in the next episode. </p><p>Whether you're a client, business owner, or independent investor, this episode delivers rare, behind-the-scenes insights from a highly credentialed team committed to fiduciary wealth stewardship. Educational, transparent, and refreshingly honest—no hype, just thoughtful analysis. </p><p>Next episode: Thursday, June 18, 2026 with a deeper look at SpaceX and more. </p><p>Views expressed are those of the speakers as of the recording date and subject to change. For educational purposes only. Investing involves risk of loss. Contact Elevate Capital Advisors for personalized advice.</p>
28 total episodes available
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Frequently asked questions
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- What is Elevate Market Chat?
<p>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.</p><p>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.</p><p>To learn more about Elevate Capital Advisors visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://Elevatecapitaladvisors.com">Elevatecapitaladvisors.com</a></p><p>*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.</p> - How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 2 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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