The Practitioner's Brief with John Cervantes, CFA

📊 Full Interactive Brief: https://www.practitionersbrief.com/in... 👉 Need Help? Schedule a call: https://calendly.com/jcervantes-prime... :00 Intro and asset-light era recap 1:15 AI capex boom and IPO setup 2:32 Valuation, call-option framing, and portfolio fit 5:01 Float, manufactured scarcity, and index demand 7:04 How major indices will add SpaceX 8:08 Hyperscalers’ capital needs and AI winne...

👉 Need Help? Schedule a call: https://calendly.com/jcervantes-primefinancial/30min 📊 Full Interactive Brief: https://www.practitionersbrief.com/insights/what-your-portfolio-is-actually-made-of-part-2-the-capex-boom 0:00 Introduction and the big shift 1:22 Historical capital investment cycles 2:23 Size of the AI capex cycle 3:56 Hyperscaler spending and free cash flow 5:14 Semiconductor profit ex...

📊 Full Interactive Brief: https://www.practitionersbrief.com/insights/south-texas-real-estate-update 👉 Need Help? Schedule a call: https://calendly.com/jcervantes-primefinancial/30min0:00 San Antonio real estate 2026 overview 0:00 Intro — Meet Jaffar Chughtai 1:00 San Antonio housing market by the numbers 3:30 Duplex case study: why rentals don't cashflow 6:00 ARV mistakes and wholesaler tra...

📊 Full Interactive Brief: https://www.practitionersbrief.com/insights/what-your-investment-portfolio-is-actually-made-of 👉 Need Help? Schedule a call: https://calendly.com/jcervantes-primefinancial/30min 92% of the S&P 500 is built on things you cannot see, touch, or verify. In 1975 that number was 17%. Most investors never consciously chose this. The market just changed around them. This is...

📊 Full Interactive Brief: https://www.practitionersbrief.com/in... 👉 Need Help? Schedule a call: https://calendly.com/jcervantes-prime... Investing Through the Iran War: What History Actually Says About Military Conflict and MarketsThe US and Israel began joint air attacks on Iran on February 28, 2026. Equity markets dropped just 2% in the first week. Financial media is citing average post-confl...

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/interes...

The S&P 500 isn't diversified anymore—it's a concentrated bet on 7 tech stocks at historically high valuations. In this video, I break down why normalized P/E ratios suggest negative returns over the next decade, where the market rotation is heading, and how to think about positioning your portfolio for 2026.We'll cover: Why 35% of your "diversified" index sits in just 7...

Mary Lou Morrison, CFA, MBA with over 40 years of experience, shares her journey from managing mortgage-backed securities in 1983 during the Savings and Loan crisis to founding the prominent RIA, Crossvault Capital Management, in 1999. The conversation explores the evolution of the investment industry, the benefits of active equity management, and the strategic decision to partner with Prime Capit...

📊 JEREMY'S BACKGROUND:• Founder, Elite Strength & Conditioning (Elite CrossFit) - San Antonio, TX• 33rd Fittest 50-54 Year Old Worldwide (CrossFit Open)• 23+ years as fitness business owner• Father of 3 girls, husband, and community builder• Survived COVID gym closures and thrived🏋️ WHY THIS MATTERS FOR YOUR WEALTH:Your retirement plan assumes you'll live to 90+. But what's the po...