Guest: Rob Bates (5th Appearance)

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: [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.

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: [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.

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: [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.

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: [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.

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: [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.

Paul welcomes Rob Bates back to the show to discuss the release of his third book in the Diamond District Mystery Series, "Slay it With a Diamond." The conversation begins with Paul asking Rob if he gets a “serotonin boost” upon the completion of a book. Next, the two delve into the question of whether there will be a specific cataclysmic moment that changes the trajectory of the lab-diamond industry as supply feverishly grows and prices fall. Next, Paul and Rob explain why they think natural diamonds will persevere in the midst of current challenges and Paul shares why he thinks Paris-based Fred Joaillier’s approach to lab-diamonds will be successful. The two then discuss what percentage of lab-diamond consumers want people to think it’s a natural and Rob’s talks about expressing emotion with a Cracker Jack ring. Finally, Paul and Rob analyze De Beers' strategy towards lab-diamonds and the resale of natural diamonds.   Hosted by: Paul Zimnisky Guest: Rob Bates Guest plug: Amazon link to buy Rob’s third book 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.

In this episode of the Paul Zimnisky Diamond Analytics Podcast, Hans Merket joins from Antwerp, Belgium. The conversation begins Paul and Hans discussing the Russian mercenary group Wagner and its link to diamond production, notably in the Central African Republic (CAR). The conversation then moves to the Democratic Republic of Congo (DRC) and the two talk about the work that Hans has done monitoring humans rights related to gold mining in the country. Paul and Hans then discuss Marange diamonds and Zimbabwe’s position as Kimberly Process Chair. Finally, the two talk about the recent agreement between the government of Botswana and De Beers and they analyze if other diamond mining countries can use it as a framework.   Hosted by: Paul Zimnisky Guest: Hans Merket Guest plug: www.ipisresearch.be 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.

In this episode of the Paul Zimnisky Diamond Analytics Podcast, De Beers’ Sightholder Molefi Letsiki joins from Johannesburg. The conversation begins with Molefi briefly sharing his story of being a second generation diamantaire in South Africa. Paul and Molefi then discuss the current state of the rough and polished diamond market and speculate on how the remainder of the year will play out. The two then delve a little bit deeper and discuss price performance of rough diamonds by size category. They then discuss the various impacts of the move towards more supply chain transparency in the industry and Molefi provides anecdotes of client demand for South African-origin goods. Finally, Paul and Molefi share their thoughts on man-made diamonds and the recent news of Lightbox offering engagement rings for the first time.   Hosted by: Paul Zimnisky Guest: Molefi Letsiki Guest plug: www.mldiamonds.com 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.

In this more technical episode of the Paul Zimnisky Diamond Analytics Podcast, globally respected gemologist Branko Deljanin joins the show to discuss the detection of lab-diamonds and the chemical traceability of natural diamonds. The conversation begins with Branko telling the story of the first time he saw a gem-quality CVD lab-diamond. Paul and Branko then discuss whether man-made diamond producers will ever get good enough that labs will not be able to distinguish them from natural diamonds. Next, the two discuss the technical ability to trace a diamond back to its source based on the chemical makeup. Finally, Branko shares his thoughts on the notion of using a lab-based approach to screen sanctioned Russian diamonds.                                                                                                                     Hosted by: Paul Zimnisky Guest: Branko Deljanin Guest plug: www.brankogems.com 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.

In this 51st episode of the Paul Zimnisky Diamond Analytics Podcast, Rob Bates, a favorite guest of the show, returns. The episode begins with Paul explaining why he is bullish on the Mexican economy. The conversation then moves to the rapid advancement of artificial intelligence as Paul and Rob share thoughts on what AI means for the diamond and jewelry industry –and on a more existential level. The two then discuss how the technological progression of humanity could be supportive of natural diamond demand. Next, Rob passionately shares his view on greenwashing by some participants in the lab-diamond industry. The episode closes out with Paul and Rob discussing the positioning of Signet Jewelers’ banners, the turn-around story at Pandora and the latest on the sanctioning of Russian diamonds.   Hosted by: Paul Zimnisky Guest: Rob Bates Guest plug: Amazon link to pre-order Rob’s third book 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.