Process – Invest With Clarity®

Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

By investwithclarity | June 8, 2022

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When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors.

In this episode, Mark Pearson and Chuck Etzweiler discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments.

Mark and Chuck discuss:

The long route that Nepsis® contains in their investment strategy
How owning stocks can be similar to owning a business
Why it is important to understand the investment process before taking a stab at investing
The ultimate goal you should strive to achieve when investing in businesses
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler

By investwithclarity | September 15, 2021

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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
And more

Resources:

Nepsis

Connect With Chuck Etzweiler:

Connect with Mark Pearson:

Email Mark

About Our Guest:

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

By investwithclarity | September 1, 2021

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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
And more

Resources:

Nepsis

Connect With Chuck Etzweiler:

Connect with Mark Pearson:

Email Mark

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.

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

By investwithclarity | July 28, 2021

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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:

Nepsis

Connect With Chuck Etzweiler:

Connect with Mark Pearson:

About Our Guest:

Episode 64 – Attacking the Idea of What Is Value

By investwithclarity | May 19, 2021

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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

Episode 63 – The Cloud Around the Modern Portfolio Theory

By investwithclarity | March 31, 2021

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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

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

By investwithclarity | March 17, 2021

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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

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

By investwithclarity | January 20, 2021

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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™

Episode 60 — A Look Back At 2020

By investwithclarity | December 30, 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

Episode 58 – What is the Secret Behind Progress?

By investwithclarity | September 9, 2020

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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