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Back to Basics: Bonds +AI Disruption
Markets are in the middle of an “AI disruption repricing” – with agents, automation, and new workflows hitting legal, finance, logistics, and more in real time. In this Back to Basics episode, I connect that volatility to what’s changed in bonds since the 2022 bear market and how to actually use fixed income in 2026 and beyond. We’ll look at barbell portfolio construction, two long-term AI/interest rate scenarios, and practical ways to ladder bonds around real-life cash needs.
📋 Full Brief: https://www.practitionersbrief.com/in...
0:00 – AI disruption repricing and recent market volatility3:20 – Building a barbell portfolio: AI‑driven growth plus durable legacy businesses4:50 – What’s changed in bonds: roles, rates, and the post‑2022 bear market6:20 – Two long‑term scenarios for AI, growth, inflation, and interest rates9:35 – When and why to own bonds today (laddering, time horizons, and retirement cash needs)©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
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By John Cervantes, CFAMarkets are in the middle of an “AI disruption repricing” – with agents, automation, and new workflows hitting legal, finance, logistics, and more in real time. In this Back to Basics episode, I connect that volatility to what’s changed in bonds since the 2022 bear market and how to actually use fixed income in 2026 and beyond. We’ll look at barbell portfolio construction, two long-term AI/interest rate scenarios, and practical ways to ladder bonds around real-life cash needs.
📋 Full Brief: https://www.practitionersbrief.com/in...
0:00 – AI disruption repricing and recent market volatility3:20 – Building a barbell portfolio: AI‑driven growth plus durable legacy businesses4:50 – What’s changed in bonds: roles, rates, and the post‑2022 bear market6:20 – Two long‑term scenarios for AI, growth, inflation, and interest rates9:35 – When and why to own bonds today (laddering, time horizons, and retirement cash needs)©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results.No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.