69 episodes

Mark believes that success in investing, as in life, is the result of absolute clarity. In this high-energy podcast, Mark will share stories and provide clarity around investments in a way that just makes sense.

The Invest With Clarity's Podcast Mark Pearson

    • Business

Mark believes that success in investing, as in life, is the result of absolute clarity. In this high-energy podcast, Mark will share stories and provide clarity around investments in a way that just makes sense.

    Episode 68. Innovation Overrides Fear In the Financial Services Business

    Episode 68. Innovation Overrides Fear In the Financial Services Business

    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

    How Mark evaluates a businesses innovation level

    And more


    Resources:


    Nepsis® 


    Connect with Mark Pearson: 


    Email Mark

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

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

    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:


     


    Email Chuck

    Episode 66 – Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler

    Episode 65 – Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler

    Episode 47 – Nepsis’ 2020 Market Forecast — with Chuck Etzweiler

    Episode 26 – Anchors Away—with Guest Chuck Etzweiler

    Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler

    Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc.


     


    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.

    • 34 min
    66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler

    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

    And more


    Resources: 


    Nepsis 


    Connect With Chuck Etzweiler:


    Email Chuck

    Episode 47 — Nepsis’ 2020 Market Forecast — with Chuck Etzweiler

    Episode 38 – How to Cut Through Mutual Fund Insanity

    Episode 26 – Anchors Away—with Guest Chuck Etzweiler

    Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler

    Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc.


    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.

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

    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: 


    Nepsis 


    Connect With Chuck Etzweiler:



    Email





    Episode 47 — Nepsis’ 2020 Market Forecast — with Chuck Etzweiler





    Episode 38 – How to Cut Through Mutual Fund Insanity





    Episode 26 – Anchors Away—with Guest Chuck Etzweiler





    Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler





    Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc.





    Connect with Mark Pearson: 


    Email


    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.

    • 29 min
    Episode 64 - Attacking the Idea of What Is Value

    Episode 64 - Attacking the Idea of What Is Value

    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

    • 35 min
    Episode 63 - The Cloud Around the Modern Portfolio Theory

    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

    • 30 min

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