December 22, 2021
Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson begins a new mini-series discussing the four keys to successful investing, beginning with philosophy. Mark explains the investing philosophy of Nepsis, and the commitment to achieving long-term investment goals. Plus, how the stock market is similar to a farmer’s market, and why the stock market is the greatest tool to bring buyers and sellers of businesses together.
Mark discusses:
- The Nepsis investing philosophy
- Why the stock market is the greatest tool to bring buyers and sellers of businesses together
- Why investors should think like business owners who own the market
- Looking at the stock market as a market, and not an investment
- And more
Connect with Mark Pearson:
December 8, 2021
Should you be thinking about inflation? How does inflation affect your buying decisions and your long-term financial goals?
In this episode, Mark Pearson tackles inflation and its growing presence on the market. Mark explains why you should be thinking about inflation and how it affects investors' emotional decisions. Finding clarity with inflation is so powerful, it can help you stay on track towards your long-term financial goals.
Mark discusses:
- Should inflation play a part in long term investing and asset allocation
- How buying power is more important than the actual rate of return
- What sectors benefit from inflation, and why it may be worth having asset allocation in those areas
- Why no one is talking about inflation and how it may affect a client’s long-term goals
- And more
Connect with Mark Pearson:
Connect with Mark Pearson:
November 10, 2021
Clarity in the financial service business is innovative. Why? Because people don't think about clarity or the power of clarity.
In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his displeasure for modern portfolio theory and how it has affected the financial services business.
Mark discusses:
- Why clarity in the financial services business is innovative
- The power of clarity
- How modern portfolio theory has affected the financial services business
- How Mark evaluates a businesses innovation level
- And more
Resources:
Connect with Mark Pearson:
![Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler]()
September 15, 2021
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®, 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:
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 experience, 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]()
September 1, 2021
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:
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.
![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.
May 19, 2021
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
March 31, 2021
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
March 17, 2021
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
January 20, 2021
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™
