Category: Finance

Episode 40 – How to Overcome the Dirty Dozen Investment Biases

Episode 40 – How to Overcome the Dirty Dozen Investment Biases

The “Dirty Dozen” refers to the 12 biases that buyers have when it comes to investing. 

In this episode, Mark Pearson highlights three of the biases and explains how you can overcome them. This fiery conversation is dedicated to helping you achieve absolute clarity in your investments.

In this episode, you will learn:

  • How hindsight bias causes investors to think that they can predict the future state of the market
  • How recent events in the market impact decisions about future purchases
  • What snakebite bias is and how it impacts investment decisions
  • How to overcome the biases and achieve absolute clarity in your investments
  • And more!

Tune in today to learn about investing biases and how to move past them!

Resources:  Nepsis

Episode 39 – Often Wrong, But Never In Doubt

Episode 39 – Often Wrong, But Never In Doubt

Mark Pearson has noticed that those who like to follow predictions around the stock market are often wrong, but never in doubt.

Today, Mark offers a different way to look at investing and establishing your portfolio that doesn’t revolve around predictions, but instead focuses on investing in good businesses so you can know what you own and why you own it.

In this episode, you will learn:

  • Why you invest in businesses, not the stock market
  • About the addiction to prediction
  • The problem with Wall Street’s linear communications with investors
  • Why investors should know where their capital gains come from
  • And more

Tune in now to learn more about prediction-based investing and how Nepsis can help you invest with clarity!

Resources:  Nepsis | The Bull Market That Was Never Loved

Episode 38 – How to Cut Through Mutual Fund Insanity

Episode 38 – How to Cut Through Mutual Fund Insanity

Albert Einstein once said, “Insanity is doing the same thing over and over again and expecting a different result.” 

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to choose the right mutual funds for your goals — all while keeping your sanity.

In this episode, you will learn:

  • The top factors that contribute to the decision to invest in a mutual fund
  • Which misguided action is causing investors to constantly underperform
  • Why Mark says that you should never feel “good” when you put your money to work
  • Why there’s a race to the bottom on fees and expenses
  • The reason you still need to invest with clarity with your mutual funds
  • And more!

Tune in to hear Mark’s insights about how to select the right mutual funds while keeping your sanity intact.

Resources:  Nepsis | Episode 14: The Falling Star | Comparison Is the Thief of All Joy

Episode 37 – You Get What You Pay For

Episode 37 – You Get What You Pay For

Advertisements everywhere try to entice customers with the prospect of paying as little as possible for a product or service. However, in most cases, you get what you pay for. 

In this episode of the Invest with Clarity Podcast, Mark Pearson explains why paying less in fees isn’t always a good thing, especially when it comes to your investments.

In this episode, you will learn:

  • Why you need to read advisory fees to understand why you should pay a little more
  • The importance of the Road to Absolute Clarity and ultimate transparency between advisor and investor
  • Why it’s important for an advisor to show their clients what the value of their money is and what they get for what they pay
  • Why Mark always asks clients, “Can you put a price on clarity?” to explain the cost of Nepsis’ fees
  • And more!

Tune in with Mark Pearson and discover a new way to think about fees!

Resources:  Nepsis | Nepsis Stress Test

Episode 36 – 4 Simple Steps to Investing Like a PRO: Part 3

Episode 36 – 4 Simple Steps to Investing Like a PRO: Part 3

Want to invest like a PRO? In this final episode of the three-part mini-series, Mark Pearson explains how to invest like a PRO — or more specifically, the do’s and don’ts of wise investing. 

Mark breaks down the O of the PRO acronym and shares his insight about investing with clarity. 

In this episode, you will learn: 

  • About the four O’s: owners, opportunistic, onerous, and own terms
  • Why you should view investing through the four O’s, not the four R’s
  • Why you can’t be opportunistic if you don’t know what you own and why you own it
  • And more!

Tune in now and learn the O’s of investing like a PRO!

Resources:  Nepsis | Episode 34 – 4 Simple Steps to Investing Like a PRO: Part 1 | Episode 35 – 4 Simple Steps to Start Investing Like a PRO: Part 2

Episode 35 – 4 Simple Steps to Start Investing Like a PRO: Part 2

Episode 35 – 4 Simple Steps to Start Investing Like a PRO: Part 2

To invest like a PRO, you have to start looking at your portfolio differently.

In part two of this mini-series, Mark Pearson discusses the 4 R’s of investing like a PRO: renters, risk, reliability, and return benchmarks.

In this episode, you will learn:

  • Why it’s important to view your holdings as a partial owner in a business instead of as a renter of commingled funds
  • Why you shouldn’t view volatility as a risk to your portfolio, but rather as an opportunity
  • How to make decisions based on reliable predictions instead of emotions
  • How to use historical return benchmarks to make decisions about future investments
  • And more!

Tune in and learn about the R’s of investing like a PRO!

Resources:  Nepsis | Episode 34 – 4 Simple Steps to Investing Like a PRO: Part 1

Episode 34 – 4 Simple Steps to Investing Like a PRO: Part 1

Episode 34 – 4 Simple Steps to Investing Like a PRO: Part 1

Who wouldn’t love to know how to invest like a professional? But in this case, PRO doesn’t stand for professional; it’s an acronym that defines a much different approach to the investing process.

In this episode, Mark Pearson begins a mini-series, explaining the “P” in the PRO acronym with four simple steps: portfolio holdings, price swings, predictions, and performance.

In this episode, you will learn:

  • The importance of knowing what you own and why you own it, especially when it comes to judging volatility
  • Why volatility shouldn’t be a bad thing if you are investing with clarity
  • How investors view and compare performance in the scope of the portfolio
  • Why it’s important to understand that you own a business, you don’t just invest in the stock market
  • And more!

Tune in for the first part of a three-part series about learning to invest like a PRO!

Resources:  Nepsis

Episode 33 – We Really Need to Talk About Active vs. Passive Investing Again

Episode 33 – We Really Need to Talk About Active vs. Passive Investing Again

When it comes to active vs. passive investing, there is a debate on Wall Street about which approach is most effective and which one will make you more money. But investing isn’t “cookie-cutter,” so can you really say that one option is better than the other?

In true invest-with-clarity fashion, Mark Pearson points out that “comparison is the thief of all joy.” In this episode, Mark revisits this topic to explain that in order to achieve full clarity in your investing, you must stop comparing dissimilar investing strategies.

In this episode, you will learn:

  • How you can be both an active and passive investor, contrary to popular opinion
  • What tax loss harvesting is and how to use it to your advantage
  • Why cost is not just a fee you pay
  • Why you need to understand that the movement of stocks up and down on a daily basis is entirely irrational
  • And more!

Tune in today to learn about active vs. passive investing and how to use them together to fully invest with clarity!

Resources:  Nepsis

 

Episode 32 – Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

Episode 32 – Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

In a world where nearly everything is done online, it was only a matter of time before financial advising went digital. Robo-advisors are gaining popularity, but how does this affect your portfolio and, more importantly, your ability to invest with clarity?

In this episode, Mark Pearson asks (and answers) this question: “Can not knowing what you own in your portfolio affect its performance?” In true invest-with-clarity fashion, the answer is yes, and Mark explains why.

In this episode, you will learn:

  • What robo-advisors are and how they function
  • How robo-advisors function more as fiduciaries than commissionable advisors
  • Why many investors are moving to algorithmic investing
  • What closet-indexing is and how it’s affecting your portfolio
  • And more!

Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.

Resources:  Invest with Clarity

Episode 31 – Start Investing Like a Business Owner

Episode 31 – Start Investing Like a Business Owner

As an investor, you’re not investing in the market — you’re investing in businesses. So isn’t it time to start investing like a business owner?

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to do just that while placing an uncompromising focus on what it means to invest with clarity.

In this episode, you will learn:

  • Three easy ways to start thinking like a business owner when it comes to investing
  • How having conviction and confidence in your investments will lend to your success
  • The importance of persistence and perseverance in clarity, instead of allowing emotions to make decisions for you
  • Why it’s essential to have a clear vision of your goals when working with investments
  • And more!

Tune in today to learn how to invest like a business owner — with clarity!

Resources:  Nepsis | The Power of Clarity