Tag: Asset Allocation

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Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)

Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)

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When it comes to media hype and its influences on investments – can you separate facts from fear?

In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by it. Drawing parallels between media tendencies and the saying “disasters come in threes,” Mark and Chuck critically examine how fear-based reporting can skew perceptions and decision-making.

Throughout this episode, Mark and Chuck discuss:

  • The widely discussed concern of National Debt and its perceived impact on individual investments
  • The “Recession Obsession” and the misconceptions surrounding its real implications
  • Bank failures: separating media speculations from the broader market and business potential
  • Key observations that despite ongoing media frenzy, several indexes remain near their peaks
  • The critical distinction between investing in the market vs. in businesses
  • And more!

Resources: 

Connect With Chuck Etzweiler:

Connect with Mark Pearson: 

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. 

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

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Episode 65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler

Episode 65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler

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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.

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Episode 64 – Attacking the Idea of What Is Value

Episode 64 – Attacking the Idea of What Is Value

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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

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Episode 63 – The Cloud Around the Modern Portfolio Theory

Episode 63 – The Cloud Around the Modern Portfolio Theory

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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

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Episode 62 – 20 Stock Market Predictions for the 2020s, Part 2

Episode 62 – 20 Stock Market Predictions for the 2020s, Part 2

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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

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Episode 61 – 20 Stock Market Predictions for the 2020s, Part 1

Episode 61 – 20 Stock Market Predictions for the 2020s, Part 1

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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™

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Episode 60 — A Look Back At 2020

Episode 60 — A Look Back At 2020

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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! 

Resources: Nepsis 

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Episode 58 – What is the Secret Behind Progress?

Episode 58 – What is the Secret Behind Progress?

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Investors, you have heard Mark Pearson emphasise the importance of investing with clarity. But do you know the secret behind attaining progress with your investments? It all comes down to one thing: your process.

In this episode, Mark unpacks his trademarked phrase, “process before progress.” He explains how investing with clarity helps you stick to the process and the benefits that come with having a process to guide you.

In this episode, you will learn:

  • About NEPSIS’ investing process
  • How your process ties in with investing with clarity
  • Ways your portfolio can benefit from volatility
  • The importance of picking the right businesses to invest in
  • And more!

Tune in now to hear all about the secret behind successful investing!

Resources:  Nepsis 

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Episode 57 — Ignorance is not Bliss

Episode 57 — Ignorance is not Bliss

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When it comes to your money, ignorance is never bliss.

That’s why, as an investor, you need to know what you own and why you own it. To do so, you need to ask the right questions.

Today, Mark explains how you can ask questions that will benefit you — and why many investors have been trained to ask the wrong questions. Mark additionally shares tips on what questions to ask and the significance of being aware of your own behavioral biases.

In this episode, you’ll learn:

  • The difference between a financial advisor and a money manager
  • How to consider whether your portfolio structured for your best interest
  • Why SMAs (separately managed accounts) are an efficient way to manage your investment funds
  • Whether the historical performance of a fund indicative of its future performance
  • And more!

Tune in now to discover how investing with clarity can help you gain more knowledge and awareness on your journey to becoming a successful investor!

Resources:   Nepsis 

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Episode 56 – What’s up Doc? — Part 2

Episode 56 – What’s up Doc? — Part 2

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When it comes to investing, there are 10 key things Mark Pearson wants you to remember.

From what to consider during election season to market drivers and investing time horizons, in this episode, Mark breaks down the 10 investing ideas that will help you invest with clarity. 

In this episode, you will learn:

  • How the stock market indicates what’s to come 
  • Two ways investors make money
  • The difference between behavioral and empirical investing 
  • What separates diversification from asset allocation 
  • And more!

Join Mark now and discover some top investing mindsets to help you on your journey towards ultimate clarity!

Resources:  Nepsis: (952) 746-2003