Tag Archives: MPT

FEATURE IMAGE 2020

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
  • 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.


FEATURE IMAGE 2020

Episode 64 – Attacking the Idea of What Is Value



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


FEATURE IMAGE 2020

Episode 63 – The Cloud Around the Modern Portfolio Theory



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