When looking at indexes, it is very hard to determine how returns are calculated. At Nepsis®, We have a very specific asset allocation strategy with a very specific buy and sell discipline.
In this episode, Mark Pearson and Chuck Etzweiler discuss common misconceptions about the investment market and how you can value stocks based on a number of different factors. They discuss the problems with passive investing and how you can take control in your own hands by educating yourself on the intricacies of the stock market.
Mark and Chuck discuss:
How active management can work
Strategic cost averaging®
Our investing strategy at Nepsis®
The power of asset allocation versus diversification
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
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
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.
Episode 66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler
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
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.
Episode 65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler
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
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.
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!
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.
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!
As the year comes to an end, Mark Pearson takes us back on a journey throughout 2020 and overviews investing losses and opportunities that have occurred during the pandemic. He shares his expertise and optimistic outlook with investors and advisors on how to make more successful market decisions.
In this episode, you’ll learn:
The shapes of market recovery
Why you should invest in business as opposed to stock markets or indexes
The importance of a buy/sell discipline
How to make non-emotional flexibility decisions
And more!
Join Mark Pearson as he takes a look back at 2020!
Mark Pearson believes that the more educated you are about your investments, the better your investment decisions will be.
To help you better understand key investing concepts, Mark Pearson explores two essential investing terms in today’s episode: alpha and beta. Join Mark as he walks you through these terms and how they correlate with risk so you can gain the clarity you need to accomplish your investing goals.
In this episode, you’ll learn:
What the alpha and the beta is
Why you shouldn’t use the S&P 500 as a benchmark
How an investment stress test can help your investing practices
Why many investments are too many investments
And more!
Tune in now to gain clarity around the true investing definition of alpha and beta!
