
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats
Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management
Montag, 10. November 2025 · 30 min
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Shownotes
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
– Introduction & Guest Overview
– Understanding Section 351 Funds
– Meb Faber’s Experience and Insights
– Use Cases and Fund Mechanics
– Diversification & Portfolio Structure
– Real-World Context & Applications
– Broader Market Perspectives
– Closing Thoughts & Disclaimers
🎙️ Connect with Meb Faber
Website (Cambria Investment Management): cambriafunds.com (cambriafunds.com)
Podcast – The Meb Faber Show: mebfaber.com/podcast (mebfaber.com/podcast)
Twitter/X: twitter.com/MebFaber (twitter.com/MebFaber)
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