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
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Elevate Roundtable is a business podcast hosted by Elevate Capital Advisors, with 28 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
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Elevate Capital Advisors hosts Elevate Roundtable, a business show with 28 episodes published.
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.
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
May 26, 202647 minS1
<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...
Episode 25: Introducing a New Roundtable Format with The Elevate Team
Apr 16, 202654 minS2
<p>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.</p><p>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...
Episode 24: Conflict in Iran Pushing Oil Higher and Pressuring Equities
Mar 20, 202637 minS1
<p>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. </p><p>To keep up with some measures of market internals, please check out the link below.</p><p>https://www.barchart.com/stocks/market-performance</p><p>Hope you enjoy the latest episode!</p><p>If you would like to contact Elevate Capital...
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