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Elevate Market Chat

Elevate Market Chat

Written by: Elevate Capital Advisors
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About this listen

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.

Elevate Capital Advisors, 2024
Economics Personal Finance
Episodes
  • Episode 22: Will Sector Rotation Show up in 2026?
    Jan 22 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.

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    42 mins
  • Episode 21: What does The Post-Earnings Move in NVDA Mean for The Markets?
    Nov 24 2025

    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.

    Show More Show Less
    33 mins
  • Episode 20: AI Isn't The Only Opportunity
    Oct 17 2025

    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.

    Show More Show Less
    38 mins
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