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Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5



The keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson finishes up his five-part series of the Know What You Own and Why You Own It focusing on knowledge, alongside Chuck, Nepisis’ head of research. Mark lays out fundamentals of the Nepsis investment strategy, and explains how transparency among clients can make a big impact on their investments. He also details why the process of buying and selling is so important and how you can use that to your advantage. 

Mark discusses: 

  • How the Nepsis investment strategy has become so successful
  • What you need to know about buying and selling stocks 
  • Advantages of having a single account versus pooled assets  
  • The importance of the buying and selling process
  • And more

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