The Invest With Clarity’s Podcast

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

July 28, 2021

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: 

Connect With Chuck Etzweiler:

Connect with Mark Pearson: 

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.

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