This episode of The Meb Faber Show features Brian Jacobs of Aptus Capital Advisors. They discuss the historical underperformance of bonds after accounting for inflation and taxes, Aptus's options-oriented ETFs designed to improve returns and mitigate risk, and various investment strategies including trend following and the use of options. The conversation also touches upon the housing market, tax optimization, and critiques of valuation metrics like the CAPE ratio.