Paul Zimnisky Diamond Analytics Podcast Paul Zimnisky

Mystery novelist and JCK News Director Rob Bates returns to the show for a seventh time. The show begins with Paul analyzing whether the current diamond market softness is more cyclical or secular in nature. Next, Paul and Rob talk about how the retail segment of the trade is currently viewing lab-grown diamonds and whether a “pivot” back to natural diamonds is in the cards. The two then discuss what they got right and wrong about the evolution of LGD jewelry over the last decade. Next, Paul and Rob dissect a ruling by the U.K.’s Advertising Standards Agency pertaining to LGD producer Skydiamond and they share thoughts on news of for-profit gem-lab IGI reportedly considering a public offering. Finally, the two opine on the watch market and whether they would personally buy a Rolex.
 
Hosted by: Paul Zimnisky
Guest: Rob Bates
Guest plug: www.robbatesauthor.com
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
 
Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com.
 
Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

David Kellie, the CEO of the Natural Diamond Council (NDC), returns to the show for a third time. The conversation begins with David discussing the NDC’s recent marketing shoot in Canada’s Northwest Territories with actress Lily James. David then shares his cold-water plunge experience in minus 30-degree temperatures. Paul and David then go on to talk about the NDC’s process for selecting celebrity representatives. The two then discuss De Beers’ seeming return to a more generic focused diamond marketing strategy. Next, Paul shares his views on the pitfalls of price discounting of natural diamonds and why natural diamonds can’t compete with lab-grown diamonds (LGD) on price. Finally, the two discuss how the diamond trade is chasing the more attractive profit margins of LGDs to the detriment of natural diamonds –and what the natural diamond industry can do about it.
                                                                                                                   
Hosted by: Paul Zimnisky
Guest: David Kellie
Guest plug: www.naturaldiamonds.com
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
 
Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com.
 
Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

In this episode of the Paul Zimnisky Diamond Analytics Podcast, economic and financial market strategist Amelia Bourdeau joins the show to discuss an array of macro fundamental factors likely to impact the diamond trade. The conversation begins with Paul and Amelia discussing the Federal Reserve's impact on the U.S. economy and what this means for consumers. The discussion then moves to how de-globalization and technology, specifically the advent of AI, will impact the trajectory of inflation. The two then talk about how natural diamonds could provide allure in an increasing digital world. Finally, Paul and Amelia discuss the state of the Chinese economy and whether the U.S. dollar will remain the world’s reserve currency.
 
Hosted by: Paul Zimnisky
Guest: Amelia Bourdeau
Guest plug: www.intro.co/AmeliaBourdeau
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
A special thanks to this episode’s sponsor Nivoda. To book a demo of Nivoda’s innovative online diamond marketplace and sales solution please visit: www.nivoda.com/pzpodcast
 
Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com.
 
Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

In this episode of the Paul Zimnisky Diamond Analytics Podcast, Canadian polished diamond wholesaler Mel Moss returns. Paul and Mel begin by discussing whether the current market downturn is more cyclical or secular in nature. The two then talk about the latest developments in man-made diamonds and Mel shares why he thinks LGDs will end up being sold out of gumball machines. The conversation then switches to the pending G7 (Western) sanctions on Russian diamonds and what it means for the larger industry. Paul and Mel then discuss expectations for the 2023 holiday shopping season, and finally, Mel candidly shares his views on De Beers being the industry’s steward.
 
Hosted by: Paul Zimnisky
Guest: Mel Moss
Guest plug: www.regalimportsltd.com
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
 
Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com.
 
Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

In this episode of the Paul Zimnisky Diamond Analytics Podcast, world-renowned gemologist Guy Borenstein joins the show. The episode kicks off with Paul and Guy talking about how many undisclosed lab-diamonds are making their way through the natural diamond supply chain. The conversation then transitions to a discussion on future consumer demand for lab-diamonds relative to natural and how retailers will adapt their businesses. The two then discuss the nuances between HPHT and CVD lab-diamond production and the geographic source of most goods. Finally, Paul and Guy discuss the pending G7 sanctions on Russian diamonds and possible solutions for effectively tracing stones through the supply chain.  
 
Hosted by: Paul Zimnisky
Guest: Guy Borenstein
Guest plug: www.stuller.com
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
 
Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com.
 
Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.

In this episode of the Paul Zimnisky Diamond Analytics Podcast, Amish Shah of ALTR Created Diamonds and J’evar returns to the show. The conversation begins with Amish explaining how he is marketing and distributing his new lab-diamond jewelry brand. Next, Paul and Amish discuss U.S. jewelers’ relative hesitancy to stock inventory for the upcoming holiday season. Then the two discuss what declining lab-diamond prices, and thus margins, could mean for the downstream segment of the trade longer-term. Paul and Amish then have a more quantitative discussion on the economics of the mid-stream segment of the industry. Finally, Amish explains why Indian jewelry is different from what you typically find in North America.
 
Hosted by: Paul Zimnisky
Guest: Amish Shah
Guest plug: www.altr.nyc, www.jevar.co
 
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
 
Show contact: paul@paulzimnisky.com or visit www.paulzimnisky.com.
 
Please note that the contents of this podcast includes anecdotes, observations and opinions. The information should not be considered investment or financial advice. Consult your investment professional before making any investment decisions. Please read full disclosure at: www.paulzimnisky.com.