The Elevate Roundtable team sits down to unpack a market that’s flashing more warning lights than usual.

They discuss current market conditions, interest rates, and economic concerns. Shane shares his bearish outlook on US government debt, predicting that the country's reserve currency status may eventually end due to excessive debt levels, and voices caution against long-term treasuries. The group analyzes market breadth statistics showing only about half of S&P 500 stocks trading above their 200-day moving averages.

They discuss the impact of rising interest rates on various sectors, particularly property and casualty insurance companies that were being affected by the flattening yield curve. The conversation also covers the potential implications of Social Security Trust Fund running out of money around 2029-2032, and the group debates whether this will lead to significant benefit reductions or government default through inflation. They agree that rising interest rates are creating opportunities to adjust portfolio durations and increase exposure to hard assets like gold, while warning that traditional 60/40 stock-bond portfolios might not provide the expected diversification benefits in an environment of rising rates.

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.