Elevate Roundtable

2025 is here! Shane and I kick the year off by reviewing 2024 and market expectations for the upcoming year. Forecasting is not our game or how we make money but it is always fun to try. The S&P500 was up 23% in 2024 and that would be a high mark to beat. We then get into earnings, including the latest news on Deep Seek that disrupted the markets. We wrap it all up with a summary of the latest Fed meeting and some discussion of economics.

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 [email protected].

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.

This month’s episode was recorded on November 21st 2024. We discuss the Trump Trade following the election. We also get into Bitcoin's latest run, Warren Buffet and his cash position. Then we wrap it up with discussion of NVDA earnings and it's current valuation.

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 [email protected].

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.

This month’s episode was recorded on October 24th 2024. Over the past few weeks there have been three key interviews with some of the market heavyweights. Stanley Druckenmiller, Paul Tudor Jones and Bill Ackman all shared their views on the market, Fed policy and the election. Given their track records and market experience, we had to include for discussion on our latest episode. Links to the interviews are included below. 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 [email protected].

Bill Ackman Interview on CNBC: https://www.youtube.com/watch?v=bPdsN_YmP60&t=5s

Paul Tudor Jones Interview on CNBC: https://www.youtube.com/watch?v=sLuii2eFsIc

Stanley Druckenmiller Interview on Bloomberg TV: https://www.youtube.com/watch?v=-4NuOAfZjHo

This month’s episode was recorded on September 26th 2024. The Fed recently carried out a 50bp rate cut. The rate cut has been on the table for a while but what will the implications be? Will investors get what they hoped for? This will also lower short term yields for those with money in short term treasuries. What alternatives exist for a reasonable yield? Shane and I discuss this in our latest episode which was recorded with me on a mountain top and Shane weathering a hurricane. 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 [email protected].

This month’s episode was recorded on August 22nd 2024. Shane and I kick discuss what investors might expect out of the Jackson Hole meeting and upcoming Fed Meeting. The S&P500 and individual stocks are showing signs of stretched valuations. We discuss market cycles and how to actively manage a portfolio. Lastly, we address the upcoming NVDA earnings and share some thoughts on whether it's a trade or investment. 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 [email protected].

This month’s episode was recorded on July 25th 2024. Shane and I kick off this episode by discussing the "Goldilocks Economy." We then turn to rate cut expectations, markets and TSLA earnings. We wrap it up with a discussion of consumer credit and emerging signs of a recession. 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 [email protected].

This month’s episode was recorded on June 20th 2024. Shane and I start this episode off with an update on rate cuts by some of the central banks and what that could mean for the Fed and equities. We then check in on NVDA and some risk management strategies to consider. We wrap it all up with a look at the latest CBO numbers. 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 [email protected].

This month’s episode was recorded on May 23rd 2024. Shane and I kick off this episode with a discussion of inflation and adjusted rate expectations. We then dive into commercial and government debt. We’ll finish off by addressing the resurgence of some of the meme stocks including GME before getting into NVDA and their latest earnings release. 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 [email protected].

If you would like to read some of the source material for topics covered in this episode please do so by following the links below:

Commercial Real Estate

https://fortune.com/2024/03/07/jerome-powell-commercial-real-estate-bank-failures-problem-for-years/

https://www.elevatecapitaladvisors.com/news/2023/5/10/market-commentary

NY Fed

https://www.newyorkfed.org/microeconomics/hhdc

Student Debt Forgiveness

https://www.cnbc.com/2024/05/20/student-loan-forgiveness-nears-160b-what-to-know-about-relief-options.html

This episode of Elevate Market Chat occurs the day after the latest GDP release. Shane Fleury, CFA and Kyle Lottman, CFA, CMT, CPA dive into the latest economics and what it might mean for markets. With all the buzz around crypto lately they felt it necessary to cover Bitcoin and ways to own it. Lastly, they check in on the Mag7. Please submit questions to be covered in future episodes by sending them to [email protected].

Join Shane and me as we discuss the latest FOMC meeting and what it means for financial markets. We then discuss whether opting out of social security in your working years if given the opportunity makes sense. Lastly, we cover questions around NVDA and whether it is too late to invest and how could investors have caught the trend early.