Investing with clarity is all about mastering the 3 Cs: Confidence, Conviction, and Consistency. In part three of this five-part miniseries, Mark Pearson is back with Chuck Etzweiler, senior vice president of Nepsis, Inc, to challenge different investment dogmas that distract most investors from their long-term financial goals. They also share Nepsis’s unconventional, but powerful, investment approach to help you invest with clarity. Mark Pearson and Chuck Etzweiler discuss:  How to avoid “over-diversification” of an investment portfolio Why you should not overly fixate on benchmarks to measure performance The incredible flexibility that separately managed accounts (SMAs) can provide Tips to overcome the four key barriers to investing with conviction and clarity And more Resources:  Nepsis  Connect With Chuck Etzweiler: Email Chuck Episode 66 – Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler Episode 65 – Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler Episode 47 – Nepsis’ 2020 Market Forecast — with Chuck Etzweiler Episode 26 – Anchors Away—with Guest Chuck Etzweiler Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc. Connect with Mark Pearson:  Email Mark About Our Guest:  Chuck Etzweiler is Nepsis' senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm's ongoing research activities, much of which helps advisors and clients truly understand Nepsis' philosophy and strategy. Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.

The Invest With Clarity's Podcast

Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler

Fear is the antithesis of clarity.  An emotion that one should not have in the investment process.  In part two of this five-part miniseries, Mark Pearson speaks with Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors and business owners understand the emotion of fear and how to overcome it with optimal clarity.  Mark Pearson and Chuck Etzweiler discuss:  The two components of fear How to eradicate or overcome fear The Hopes and Fears: the Conflicting Effects of Risk Ambiguity Study  The three components of a successful business owner when investing And more Resources:  Nepsis  Connect With Chuck Etzweiler: Email Chuck Episode 47 — Nepsis’ 2020 Market Forecast — with Chuck Etzweiler Episode 38 – How to Cut Through Mutual Fund Insanity Episode 26 – Anchors Away—with Guest Chuck Etzweiler Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc. Connect with Mark Pearson:  Email Mark About Our Guest:  Chuck Etzweiler is Nepsis' senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm's ongoing research activities, much of which helps advisors and clients truly understand Nepsis' philosophy and strategy. Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.

66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler

Knowing what you own and why you own it is an ideal that helps investors to avoid acting emotionally and irrationally.  You don't have to get deep into the weeds to grasp what you own and why you own it, but there is a framework to use and understand. There are also psychological components to investing with clarity that revolve around understanding what you own and why you own it. In this five-part miniseries, Mark Pearson is joined by returning guest Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors understand that while knowing what you own and why you own it is important, understanding the behavioural characteristics of an investor is equally important. And that at the end of the day, it is always process before progress.  Mark Pearson and Chuck Etzweiler discuss: :  The significance of the DALBAR Quantitative Analysis of Investor Behavior (QAIB) research study, and how investors may incorporate some of these variables into their daily life and portfolio. The Four Step Claritology Process The importance of investing like a business owner and not a gambler The four key principles to Investing Like a Pro And more Resources:  Nepsis  Connect With Chuck Etzweiler: Email Episode 47 — Nepsis’ 2020 Market Forecast — with Chuck Etzweiler Episode 38 – How to Cut Through Mutual Fund Insanity Episode 26 – Anchors Away—with Guest Chuck Etzweiler Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc. Connect with Mark Pearson:  Email About Our Guest:  Chuck Etzweiler is Nepsis' senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm's ongoing research activities, much of which helps advisors and clients truly understand Nepsis' philosophy and strategy. Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.

65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler

What is value? In this episode, Mark Pearson explores the concept of value, sharing his thoughts and educating us on the two distinct meanings of value and how they apply and impact our economy. In this episode, you’ll learn: The two different meanings of value Why we are seeing a dichotomy between performance and the NASDAQ The difference between cyclical shifts and secular shifts in the market Why is V.A.L.U.E the Nepsis theme for 2021, and what does it represent And more! Tune in now to learn more from Mark on attacking the idea of value!  Resources: Nepsis

Episode 64 - Attacking the Idea of What Is Value

Will the modern portfolio theory fail present-day investors?  Find out in this episode as Mark Pearson explains the foundations of the modern portfolio theory (MPT) and why much of what he believes conflicts with the majority of investors! In this episode, you’ll learn: The definition of modern portfolio theory Why you want to have an asset allocated portfolio with growth and value stocks Why bonds are not good investments Why volatility is not risk And more! Tune in now to hear Mark explain how the modern portfolio theory clouds clarity.  Resources: Nepsis 

Episode 63 - The Cloud Around the Modern Portfolio Theory

Like all people, investors tend to be drawn to predictions — especially those that play into our natural fear of the unknown.  How might Mark Pearson’s predictions help shine a light on the unknown that lays ahead of us in the coming decade? Find out in this episode, as Mark continues his list of stock market predictions for the 2020s in hopes to provide you with clarity and common sense around your investment decisions!  In this episode, you’ll learn: Ten more stock market predictions Why short-term thinkers tend to be emotional thinkers  The importance of investing with conviction  Why investors are losing out on enjoying many of life’s blessings  And more! Listen in for Mark’s last ten stock market predictions for the upcoming decade! Resources: Nepsis | Blog |  Addiction to Prediction™ | 20 Stock Market Predictions for the 2020s, Part 1

Episode 62 - 20 Stock Market Predictions for the 2020s, Part 2

The time for our annual market predictions has come once again!  This year, we’re not only covering what we might see this year, but also sharing predictions for the entire coming decade. In this episode, join Mark Pearson as he shares the first ten of his twenty top stock market predictions for the coming decade. With these tips, Mark hopes to give you the clarity and common sense that will allow you to enhance your investment process over this decade! In this episode, you’ll learn: Mark’s top market predictions Why it’s important to stick to process before progress The four keys to successful investing How to assess your investment portfolio  And more! Tune in now to discover the first ten predictions Mark has for the coming decade! Resources: Nepsis | Blog |  Addiction to Prediction™

Episode 61 - 20 Stock Market Predictions for the 2020s, Part 1

As the year comes to an end, Mark Pearson takes us back on a journey throughout 2020 and overviews investing losses and opportunities that have occurred during the pandemic. He shares his expertise and optimistic outlook with investors and advisors on how to make more successful market decisions.    In this episode, you’ll learn:   The shapes of market recovery  Why you should invest in business as opposed to stock markets or indexes  The importance of a buy/sell discipline   How to make non-emotional flexibility decisions   And more!   Join Mark Pearson as he takes a look back at 2020!    Resources: Nepsis 

Episode 60 — A Look Back At 2020

Mark Pearson believes that the more educated you are about your investments, the better your investment decisions will be.   To help you better understand key investing concepts, Mark Pearson explores two essential investing terms in today’s episode: alpha and beta. Join Mark as he walks you through these terms and how they correlate with risk so you can gain the clarity you need to accomplish your investing goals.   In this episode, you’ll learn: What the alpha and the beta is Why you shouldn’t use the S&P 500 as a benchmark How an investment stress test can help your investing practices Why many investments are too many investments And more!   Tune in now to gain clarity around the true investing definition of alpha and beta!   Resources: Nepsis 

Episode 59 — The Alpha and The Beta

Investors, you have heard Mark Pearson emphasise the importance of investing with clarity. But do you know the secret behind attaining progress with your investments? It all comes down to one thing: your process. In this episode, Mark unpacks his trademarked phrase, “process before progress.” He explains how investing with clarity helps you stick to the process and the benefits that come with having a process to guide you. In this episode, you will learn: About NEPSIS’ investing process How your process ties in with investing with clarity Ways your portfolio can benefit from volatility The importance of picking the right businesses to invest in And more! Tune in now to hear all about the secret behind successful investing! Resources:  Nepsis 

Episode 58 - What is the Secret Behind Progress?

When it comes to your money, ignorance is never bliss.   That’s why, as an investor, you need to know what you own and why you own it. To do so, you need to ask the right questions. Today, Mark explains how you can ask questions that will benefit you — and why many investors have been trained to ask the wrong questions. Mark additionally shares tips on what questions to ask and the significance of being aware of your own behavioral biases.   In this episode, you’ll learn: The difference between a financial advisor and a money manager How to consider whether your portfolio structured for your best interest Why SMAs (separately managed accounts) are an efficient way to manage your investment funds Whether the historical performance of a fund indicative of its future performance And more! Tune in now to discover how investing with clarity can help you gain more knowledge and awareness on your journey to becoming a successful investor!   Resources:  Nepsis 

Episode 57 — Ignorance is not Bliss

When it comes to investing, there are 10 key things Mark Pearson wants you to remember. From what to consider during election season to market drivers and investing time horizons, in this episode, Mark breaks down the 10 investing ideas that will help you invest with clarity.  In this episode, you will learn: How the stock market indicates what’s to come  Two ways investors make money The difference between behavioral and empirical investing  What separates diversification from asset allocation  And more! Join Mark now and discover some top investing mindsets to help you on your journey towards ultimate clarity! Resources:  Nepsis: (952) 746-2003

Episode 56 – What's up Doc? — Part 2

Everyone needs expert advice, even if you’re an accomplished investor.   However, when seeking expert advice, investors shouldn’t be looking towards the news media. Instead, they should seek insight from investment professionals like the team at NEPSIS.   In this episode, get Mark Pearson’s insight and investing expertise about the current state of the markets so you can make the right investment decisions for you.   In this episode, you will learn:   What determines the value of the market Four keys to successful investing   How volatility impacts the stock market  Two issues investors face  And more!   Tune in now and learn how to be an efficient long-term investor!     Resources:  Nepsis | Investing for Success White Paper

Episode 55 – What's up Doc?

Investors are continually getting fooled. Why? Because they don’t have a sound process for making investment decisions and instead rely on business news for the latest and greatest investments — which often end up being wrong. Mark Pearson doesn’t want you to be fooled again. Today, Mark breaks down the importance of understanding that investing is not about what you hear on television. Instead, it’s a process that requires clarity and discipline.  In this episode, you‘ll learn: How to avoid getting fooled by investment decisions  Why timing is so important when making an investment agreement Ways to use volatility when buying and selling  How to effectively use stocks as a long-term investment  And more! Investing is a straightforward process. Tune in now and learn why it all comes down to investing in great businesses at the right time! Resources:  Nepsis | Blog: Won’t Get Fooled Again

Episode 54 – Don’t Get Fooled Again

Mark Pearson believes a change is coming.  He believes that, for the foreseeable future, investor mindsets will start to move away from cookie-cutter, static investing towards active investing. Today, Mark expands on last episode’s focus of diamonds in the rough and explains how financial advisors can truly discover amazing things if they’re more active than others. Mark additionally outlines different kinds of investment management and how an active approach can bring you ultimate clarity around your investing. In this episode, you’ll learn: Why investors might be shifting towards more active management  The difference between asset allocation and diversification About modern portfolio theory How the market has started to recover and what it means for the near future And more! Tune in now to learn more about diamonds in the rough and different types of investment management! Resources:   Nepsis | Episode 52 - The Value of Volatility is Spotting Diamonds in the Rough

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The Invest With Clarity's Podcast

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