Tag: Invest With Clarity

FEATURE IMAGE 2022
Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)

Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

To help you Invest With Clarity® and confidence, we have coined the acronym WAIT. Through following and identifying this set of factors you will find yourself one step closer in determining the current state of the financial market.

In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, as they discuss how each component of this acronym works together as a system to understand the type of market you are currently investing in. As year two of the president’s term is currently in full force, the president gets tested the most, making it historically the worst year on average, affecting the economy in many ways. 

Chuck discusses: 

  • How technological advancements affects inflation through the productivity created for businesses
  • How previous historical downturns in the economy are a good blueprint to understand bull markets
  • The projection of future developments in blockchain technology
  • 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.

OLD
Episode 53 — Achieving Ultimate Clarity with Active Investment Management

Episode 53 — Achieving Ultimate Clarity with Active Investment Management

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Mark Pearson believes a change is coming. 

He believes that, for the foreseeable future, investor mindsets will start to move away from cookie-cutter, static investing towards active investing.

Today, Mark expands on last episode’s focus of diamonds in the rough and explains how financial advisors can truly discover amazing things if they’re more active than others. Mark additionally outlines different kinds of investment management and how an active approach can bring you ultimate clarity around your investing.

In this episode, you’ll learn:

  • Why investors might be shifting towards more active management 
  • The difference between asset allocation and diversification
  • About modern portfolio theory
  • How the market has started to recover and what it means for the near future
  • And more!

Tune in now to learn more about diamonds in the rough and different types of investment management!

Resources:   Nepsis | Episode 52 – The Value of Volatility is Spotting Diamonds in the Rough

OLD
Episode 52 — The Value of Volatility is Spotting Diamonds in the Rough

Episode 52 — The Value of Volatility is Spotting Diamonds in the Rough

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Sometimes we are presented with amazing opportunities to invest in great businesses. 

During market downturns, how can you find those gems?

Today, Mark Pearson explains his philosophy behind “diamonds in the rough investing” and why he believes there are always investment opportunities available — no matter what the market is doing. Mark additionally shares a breakdown of his four keys for a successful investment process.

In this episode, you’ll learn:

  • Why there always “diamonds in the rough” 
  • The importance of knowing what you own and why you own it
  • How volatility creates great investment opportunities
  • The four keys to a successful investment process 
  • And more!

Tune in now to learn how you can invest to find your diamonds in the rough!

Resources:   Nepsis 

OLD
Episode 51 — The “LUV” Factor: Why do Smart Investors Focus on the Future?

Episode 51 — The “LUV” Factor: Why do Smart Investors Focus on the Future?

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

We are in the midst of the “coronavirus recession.” During this time, smart investors know that this moment in time will soon be a view in their rearview mirror — and that success lies in focusing on the future.

Today, Mark introduces the “LUV” factor and shares his view on how the economy might recover. Mark additionally warns investors against the dangers of consuming financial media and emphasizes the importance of looking ahead.

In this episode, you’ll learn:

  • What the “LUV” factor means
  • Why predictions lead to problems
  • Different types of market recoveries after recessions
  • Why investors should be investing in great businesses and not indexes
  • And more!

Tune in now to learn all about the “LUV” factor and where we could be heading with our next market recovery!

Resources:  Nepsis

OLD
Episode 50 – How The Power of Flexibility Can Help Investors During a Recession

Episode 50 – How The Power of Flexibility Can Help Investors During a Recession

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

The U.S. is currently in a recession — making it more crucial than ever for investors to invest with clarity.

In this episode, Mark Pearson discusses one of the cornerstones of investing with clarity; the power of flexibility. He discusses what the power of flexibility is, how it can help investors, and tips on how to remain successful during difficult times.

In this episode, you’ll learn:

  • Why flexibility is so important
  • How flexibility and transparency work together
  • The importance of sticking to the process
  • And more!

Tune in now to learn Mark’s tips for remaining calm in today’s market!

Resources:  Nepsis 

OLD
Episode 49 – What to Do When the Stock Market is Infected With Coronavirus

Episode 49 – What to Do When the Stock Market is Infected With Coronavirus

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Financial analysts claim that the stock market has recently seen the worst week of losses following the 2008 Financial Crisis. As an investor, do you know how to stay calm and make smart investment decisions throughout the calamity?

In this episode, Mark Pearson discusses how to NOT panic during these tumultuous times, shares statistics about market reactions to past viruses, and emphasizes the importance of knowing what you own and why you own it.

In this episode, you will learn:

  • What the insanity is and how to stop it
  • The impact of coronavirus on the stock market
  • What black swan events are
  • Why asset allocation is essential
  • The importance of knowing what is going on in your portfolio
  • And more!

Tune in now to learn what to do — and not do — during these tumultuous times in the market.!

Resources:  Nepsis 

OLD
SPECIAL UPDATE: COVID-19

SPECIAL UPDATE: COVID-19

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Nepsis

OLD
Episode 48 — Why Mark Pearson is Praying for a Pullback

Episode 48 — Why Mark Pearson is Praying for a Pullback

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Unlike many investors, Mark Pearson is praying for a market pullback.

Today, Mark shares why he welcomes pullbacks and why many investors could benefit from changing their perspective around investing and volatility. In this conversation, Mark explains his view of risk, the opportunities it can provide investors, and why all investors should always be prepared for a 20% pullback.

In this episode, you’ll learn:

  • Why investors should focus on keeping their emotions in check
  • How investing isn’t cookie-cutter, but rather a process and continuum
  • Why Mark believes that volatility is the greatest tool available to investors 
  • The problem with basing risk decisions on a snapshot in time
  • And more!

Tune in now to discover how investing with clarity can help you embrace a more positive outlook on market pullbacks!

Resources: Nepsis 

 

OLD
Episode 40 – How to Overcome the Dirty Dozen Investment Biases

Episode 40 – How to Overcome the Dirty Dozen Investment Biases

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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

OLD
Episode 39 – Often Wrong, But Never In Doubt

Episode 39 – Often Wrong, But Never In Doubt

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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