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

Описание: 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  

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