Elevate Market Chat

Elevate Capital Advisors
  • 5.0 (3)
  • INVESTING
  • UPDATED MONTHLY

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.

  1. Episode 21: What does The Post-Earnings Move in NVDA Mean for The Markets?

    11/24/2025

    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 move from there to discussing capital efficient businesses and how they can do well over the long term. Thanks for tuning in! 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.

    33 min
  2. Episode 20: AI Isn't The Only Opportunity

    10/17/2025

    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 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 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.

    38 min
  3. Episode 19: Fed's Rate Cut and AI Names Surging

    09/22/2025

    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 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.

    37 min
  4. Episode 18: Exploring Alternative Investments with The S&P500 at ATH's

    08/18/2025

    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. 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.

    39 min
  5. Episode 17: Stock Market Valuation and Finding Opportunity

    07/18/2025

    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 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.

    42 min
  6. Episode 16: Turmoil in the Middle East and Markets Near ATH's

    06/24/2025

    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 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.

    38 min
  7. Episode 15: With Markets Recovering Most of Their Losses What's Next?

    05/20/2025

    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 here. 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.

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

    04/18/2025

    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 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.

    36 min
See All (21)

Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Elevate Capital Advisors
  • Years Active
    2024 - 2025
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © Elevate Capital Advisors, 2024
  • Show Website
    Elevate Market Chat