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Mark believes that success in investing, as in life, is the result of absolute clarity. In this high-energy podcast, Mark will share stories and provide clarity around investments in a way that just makes sense.
Episodes
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
How do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals?
Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by examining diversification and why asset allocation could avoid over diversification. Plus, why tech, energy, and health care businesses do well in inflationary periods.
Mark and Chuck discuss:
- Why asset allocation is a component of diversification
- What constraint means
- How to know if your portfolio is doing well
- Why tech, energy, and health care businesses do well in inflationary periods
- And more
Connect with Mark Pearson:
Wednesday Jan 05, 2022
Wednesday Jan 05, 2022
Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson continues with part two of the successful investing mini-series, focusing on strategy. Mark lays out fundamentals of the Nepsis investment strategy, and explains their top down perspective. He also details their buy and sell strategy, plus the four sell disciplines.
Mark discusses:
- The fundamentals of the Nepsis investment strategy
- The buy and sell strategy
- The four sell disciplines
- Why your financial services professional should know the largest holding in your portfolio
- And more
Resources:
Connect with Mark Pearson:
Wednesday Dec 22, 2021
Wednesday Dec 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:
- Nepsis®
- Email Mark
Wednesday Dec 08, 2021
Wednesday Dec 08, 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:
Wednesday Nov 10, 2021
Wednesday Nov 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:
Wednesday Sep 15, 2021
Wednesday Sep 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:
- 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:
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.
Wednesday Sep 01, 2021
Wednesday Sep 01, 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:
- 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:
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.
Wednesday Jul 28, 2021
Wednesday Jul 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:
-
Episode 47 — Nepsis’ 2020 Market Forecast — with 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:
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.
Wednesday May 19, 2021
Wednesday 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
Wednesday Mar 31, 2021
Wednesday Mar 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