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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 ... more

PublishesMonthlyEpisodes23Founded2 years ago
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Latest Episodes

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. Will this run be different than failed runs in the... more

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. This has not always been the case and brings up an... more

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 move from there to discussing capital efficient busine... more

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 othe... more

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... more

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. ... more

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 wit... more

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... more

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Elevate Market Chat launched 2 years ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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