Elevate Roundtable | Podcast en RSS.com

Elevate Roundtable

Elevate Roundtable

por Elevate Capital Advisors

Temporada 2

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 Damon (Investment Operations Specialist and CFA Level 1 candidate), Shane Fleury (Chief Investment Officer), Ken Armstrong (Co-Founder and planning expert), and Kyle Lotman (Wealth Management Advisor and CFA charter holder) for a candid, real-time discussion recorded live on April 15, 2026. The conversation opens with a lively market update amid geopolitical tensions in the Middle East. The S&P 500 surges toward (and nearly hits) its all-time high, even as a fragile ceasefire with Iran hangs in the balance and the Strait of Hormuz remains largely closed, keeping oil prices elevated. The team explores what the market's resilience may be signaling, the risks of short-covering rallies, potential double tops, and why historical data favors buying at new highs over the 3-, 6-, and 12-month horizons, while cautioning against over-optimism given ongoing private credit concerns, AI disruption, and a possible "SaaS apocalypse." The core of the episode dives deep into Elevate's portfolio philosophy: an internally hedged, all-weather-style approach inspired by Ray Dalio's Bridgewater All-Weather and Harry Browne's Permanent Portfolio. The advisors break down their four-bucket framework (stocks, bonds, gold, cash), with a strong emphasis on high-quality businesses purchased at fair prices rather than deep value. They explain why they favor elite property & casualty insurance stocks (like WR Berkley, Travelers, and Chubb) as a superior, inflation-resilient alternative to traditional corporate bonds—highlighting built-in inflation protection from mandatory premiums and the challenges of navigating hard vs. soft insurance pricing cycles. Additional highlights include: The resilience of "forever" quality holdings (Coca-Cola, McDonald's, Hershey, Waste Management) in inflationary environments. Behavioral investing lessons: avoiding "resulting," sunk-cost fallacies, and emotional decisions when trimming speculative names or redeploying cash. Sector rotation signals, opportunities in energy (ExxonMobil, Venture Global LNG), and concerns around pressured SaaS/tech names (Adobe, Intuit, Microsoft, ServiceNow). Closing thoughts on client patience during volatility and the importance of process-driven discipline over short-term noise. 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. Next episode: Thursday, May 21, 2026, with a deeper look at quality stocks and more. 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.

Temporada 1

Episode 28: Rethinking Benchmarks, Gold, Quality Stocks & Client-First Investing

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. 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. 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.

Episode 27: SpaceX IPO & New Fed Chair

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. 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. 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.

Episode 26: Quality Stocks, Annuities & The SpaceX IPO

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. 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. 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. 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. 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. Next episode: Thursday, June 18, 2026 with a deeper look at SpaceX and more. 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.

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 deteriorating breadth. They discuss market fundamentals and how predicting markets is anything but easy, choosing instead to focus on risk management. 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.

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. Will this run be different than failed runs in the past? 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.

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. This has not always been the case and brings up an important market dynamic, sector rotation. What will 2026 hold? 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.

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.

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.

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.

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