Guest: Jon Phillips Returns, Again
Paul Zimnisky Diamond Analytics Podcast
In this episode of the Paul Zimnisky Diamond Analytics Podcast, well respected Canadian diamond industry veteran Jon Phillips returns. The conversation begins with Paul and Jon analyzing the current state of the natural diamond market. They then discuss the “elephant in the room,” i.e. lab-grown diamonds, and the impact that the product is having on natural diamonds. Finally, the two talk about De Beers’ DIamondProof machine, Botswana marketing its diamonds and the potential impact of U.S. tariffs on the diamond and jewelry industry. Hosted by: Paul Zimnisky Guest: Jon Phillips...
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Guest: Rob Bates (8th Appearance)
Paul Zimnisky Diamond Analytics Podcast
Author and industry expert Rob Bates joins Paul for the 8th time in episode #69 of the Paul Zimnisky Diamond Analytics Podcast. The episode begins with Paul airing his frustration over how some retailers are selling lab-grown diamonds. The two then discuss the current state of the larger diamond industry and the evolution of natural and LGD coexisting. Next, Rob shares what he sees as an analog between the debut of online diamond retailers in the 2000’s, such as Blue Nile, and the more recent mainstream introduction of LGD. The two go on to discuss treated natural diamonds, the global...
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Guest: Amelia Bourdeau Returns
Paul Zimnisky Diamond Analytics Podcast
In this 68th episode of the Paul Zimnisky Diamond Analytics Podcast, Amelia Bourdeau returns for a macro-themed episode. The conversation begins with Paul and Amelia discussing the upcoming U.S. presidential election and the impact that it can have on the economy, financial markets and diamond demand. Next the two discuss the Federal Reserve’s latest move to cut interest rates and how it relates to inflation and employment in the U.S. Amelia then shares her views on the residential real estate market, especially as it pertains to her home state of Florida. Next, Paul analyzes the root of the...
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Guest: Erez Rivlin Returns
Paul Zimnisky Diamond Analytics Podcast
In this 67th episode of the Paul Zimnisky Diamond Analytics Podcast, long-time industry expert Erez Rivlin returns to the show. The conversation begins with Paul and Erez analyzing the severity of the current industry downturn. Next, the two share thoughts on the longer-term implications of lab-grown diamonds on the legacy diamond industry. Then, they talk about Western sanctions on Russian diamonds and Erez shares a story of when he was in Moscow in the midst of the dissolution of the Soviet Union in the early 1990’s. Finally, Paul and Erez talk about the future of diamond mining in Angola...
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Guest: Charles Stanley
Paul Zimnisky Diamond Analytics Podcast
In this 66th episode of the Paul Zimnisky Diamond Analytics Podcast, now-retired, long-time De Beers executive Charles Stanley joins the show. The episode begins with Charles recounting his earlier days at De Beers in the 1990’s, especially as it pertains to the marketing side of the business and the “A Diamond Is Forever” campaign. Next, Paul shares his view on De Beers’ execution of the company’s Lightbox lab-grown diamond strategy. The two then share thoughts on the impact that LGDs have had on the natural diamond business while envisioning what the future could look like....
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Guest: Maarten de Witte
Paul Zimnisky Diamond Analytics Podcast
U.S.-based “master diamond cutter” Maarten de Witte joins Paul to discuss an array of industry topics. The episode begins with Maarten explaining what it’s like being an independent diamond manufacturer in American given that the large majority of this work is now done in India and China. Next, the two discuss the process of creating a proprietary diamond cut and Maarten tells the story of Hearts on Fire’s success. They then analyze the state of the lab-grown diamond market and share thoughts on how the larger diamond industry should approach marketing and branding. Finally, Maarten...
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Guest: Andrew Rickard
Paul Zimnisky Diamond Analytics Podcast
In this 64th episode of the Paul Zimnisky Diamond Analytics Podcast, Andrew Rickard from RDI Diamonds, a large diamond and jewelry wholesaler in Upstate New York, joins the show. The episode begins with Paul and Andrew talking about Oak Hill Country Club of which Andrew is a member. Next, the two analyze the state of diamond inventory in the supply chain and how currently volatile diamond prices are impacting the trade. Then they share their intermediate and longer-term views on lab-grown diamonds and the impact on natural diamonds. Next, they discuss falling consumer engagement ring budgets,...
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Guest: Anthony Tsang Returns
Paul Zimnisky Diamond Analytics Podcast
In this episode of the Paul Zimnisky Diamond Analytics Podcast, Anthony Tsang, CEO of The Future Rocks, returns. The conversation begins with Anthony giving an update on the company and the two discuss Chinese consumers’ acceptance of lab-grown diamonds. Paul and Anthony then discuss the background of the company’s proprietary “The Ring II,” a lab-grown diamond solitaire ring with a created sapphire shank. Then, the two talk about how falling LGD prices are impacting the retail business and what the downstream can do to maintain margins. Finally, Paul and Anthony discuss the...
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Guest: Amish Shah (4th Appearance)
Paul Zimnisky Diamond Analytics Podcast
In this 62nd episode of the Paul Zimnisky Diamond Analytics Podcast, good friend of the show Amish Shah returns. The conversation begins with Paul and Amish analyzing the current “tornado” of factors impacting the global diamond industry: supply hangover, Russian sanctions, LGDs and a possible sale of De Beers. Next, Amish explains the sentiment of diamond manufactures in India and whether they will “give up” on natural diamonds. The two then discuss the future of the lab-diamond business and the macroeconomic effect of China and India on diamond demand. The recent Lightbox price cut...
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Guest: Rob Bates (7th Appearance)
Paul Zimnisky Diamond Analytics Podcast
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...
info_outlineWell respected South African geologist and geochemist, Dr. John Bristow, joins the show from his home in Hermanus. The conversation begins with Paul and John reviewing the trend of declining global natural diamond supply and discussing what will keep natural diamonds relevant going into the future. The two then have a discussion on each of the primary diamond producing nations in southern Africa including: Angola, Botswana, the DRC and Namibia. Next, John gives his general view on the current state of South Africa as a mining jurisdiction. The conversation then transitions to Paul and John talking about Anglo American, the large diversified South African miner, and whether or not diamonds (via De Beers) will continue to play a core role for the company in the future. Finally, the episode concludes with Paul and John discussing opportunities for the next generation of diamond geologists.
Hosted by: Paul Zimnisky
Guest: Dr. John Bristow
Guest plug: John’s LinkedIn page
More information on PZDA’s State of the Diamond Market report: www.paulzimnisky.com/products
Show contact: [email protected] 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.