Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions. The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape. 🕒 Episode Chapters 00:00 – Introduction & Guest Overview 01:03 – Understanding Section 351 Funds 01:50 – Meb Faber’s Experience and Insights 03:45 – Use Cases and Fund Mechanics 06:21 – Diversification & Portfolio Structure 09:24 – Real-World Context & Applications 14:25 – Broader Market Perspectives 28:02 – Closing Thoughts & Disclaimers 🎙️ Connect with Meb Faber Website (Cambria Investment Management): https://cambriafunds.com Podcast – The Meb Faber Show: https://mebfaber.com/podcast Twitter/X:   / mebfaber   🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn:   / walknercondon   Facebook:   / walknercondon   Instagram:   / walknercondon