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: https://twitter.com/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: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

Instagram: https://www.instagram.com/walknercondon/