Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
The Meb Faber Show - Better Investing
The Idea Farm
4.8 • 978 Ratings
🗓️ 2 January 2026
⏱️ 67 minutes
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| 0:00.0 | Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth. |
| 0:10.9 | Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. |
| 0:16.9 | Better investing starts here. |
| 0:19.5 | Metfabor is the co-founder and chief investment officer at Cambria Investment Management. |
| 0:22.5 | Did it industry regulations, he will not discuss any of Cambria's funds on this podcast. |
| 0:25.8 | All opinions expressed by podcast participants are solely their own opinions and do not reflect |
| 0:28.9 | the opinion of Cambria Investment Management or its affiliates. |
| 0:31.2 | For more information, visit camriainvestments.com. |
| 0:35.0 | Today's episode is sponsored by Alpha Architect. Will bonds diversify like they have historically? |
| 0:41.0 | If you're tired of explaining why this time was different, consider the Alpha Architect |
| 0:45.5 | Tail Risk ETF, ticker symbol C-A-O-S, or Chaos. Chaos is a buy-and-hold solution that seeks to diversify fast market crashes like 2020, |
| 0:57.0 | and also historically has featured positive returns in normal market conditions. |
| 1:02.1 | So prepare for tomorrow today with chaos. That's CAOS chaos. If you're exploring a bond |
| 1:07.8 | replacement or a diversifier with low correlation, check out the link in the show notes. Disclamer, we are not affiliated with Alpha Architect. This information does not constitute advice or recommendation or offer to sell or a solicitation to deal in any security or financial product. Certain information contained herein has been obtained from third-party sources and such information has not been independently verified by the Idea Farm. No representation, warranty, or undertaking, expressed or implied is given to the accuracy or completeness of such information by the idea farm or any other person. While such sources are believed to be reliable, the idea farm does not assume any responsibility for the accuracy or completeness of such information. The idea farm does not undertake any obligation to update the information contained herein as of any future date. Welcome back, everybody. Happy New Year's. Today we have a great returning guest. We're joined by |
| 1:45.1 | Cullen Roach, founder and CIO at Discipline Funds, a financial planning firm that focused on |
| 1:50.4 | holistic advice and has three defined duration ETFs. Big news, his latest book is out, your perfect |
| 1:58.4 | portfolio, the ultimate guide to using the world's most powerful investing |
| 2:03.5 | strategies, Colin, welcome back to show. Medb, what's up? It's great to be back. |
| 2:08.7 | Congrats on the book, man. You just figured you got young kids and diapers, good time to do it. |
| 2:13.8 | Is that the inspiration? What was the, they're growing up now? What's the story? Yeah. No, I figured that if I, if I launched a whole bunch of ETS this year and wrote a book, I could, that was going to be my excuse to get away from the kids full time. So, no, I actually, weirdly, it's the opposite. I feel like kids, uh, the kids lit a fire under my butt where I felt like I had to start thinking about, |
| 2:35.7 | you know, how am I going to pay for these little munchkins? And so I, in the last few years, |
| 2:40.0 | I've actually started to get re-energized about a lot of stuff. The book is really fun. It's a mix |
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