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

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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Walkner Condon Financial Advisors for U.S. Expats

73 episodes

3 days ago

For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

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

Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

29 minutes 37 seconds

3 days ago

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