Winning With Natural Diamonds

In this 87th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul makes the case for why the natural diamond industry should limit the distribution of its product to an authorized group of retailers. Paul opines that an authorized natural diamond seller system would result in a source of pride for retailers that have the exclusive right to sell it thereby elevating the way the product is merchandised and sold. He then explains why such an initiative could be the final piece in a comprehensive natural diamond rebranding. Finally, Paul shares his views on the price of gold, including what he sees as a longer-term existential risk to holding gold.   Hosted by: Paul Zimnisky Guest: No guest Guest plug: N/A More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products A special thanks to this episode's sponsor A Diamond is Forever. This holiday introduce your clients to Desert Diamonds, iconic pieces as rare and special as they are. More information can be found here: www.adiamondisforever.com   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 86th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul outlines what he believes is a winning strategy to reignite demand and desire natural diamonds in an age of lab-grown alternatives. He then discusses Richemont's recent results and explains why the company's primary jewelry brands Cartier and Van Cleef & Arpels remain so formidable. Finally, Paul expresses concerns around high oil prices given the impact on diamond miners and consumer spending ability.   Hosted by: Paul Zimnisky Guest: No guest Guest plug: N/A 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 85th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul begins by talking about his recent trip to an Apple Store at a New Jersey mall to get a new MacBook. He shares his thoughts on the transformation of U.S. malls to more modern, higher-end shopping destinations that are attracting younger generations. Next, he reveals that he saw lab-grown diamonds being sold above the counter at JCPenney and he opines on what this could mean for the larger category. Then, Paul candidly explains why the natural and lab-grown industries can't "playing nice" and he bids his case for why physically "marking" natural diamonds is necessary. Finally, Paul discusses the current nuances of the semiconductor industry and what it could mean for the next generation of man-made diamonds.   Hosted by: Paul Zimnisky Guest: No guest Guest plug: N/A 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 84th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul discusses the current natural diamond supply situation while also sharing his views on technology stocks amidst the AI boom. The episode begins with Paul referencing a recent brief he wrote called "Diamond Supply is Precipitously Falling," where he cautions an underappreciation for how much lower natural diamond output will be this year after multiple major mines were shut, suspended and curtailed as rough prices remain weak. Paul then talks about the conundrum that the diamond mining industry is in as a rebound in prices could just drive consumers to LGD. Next, Paul describes what he refers to as "red flags" as technology stocks soar in anticipation of major AI driven profits which has led him to sell most of his personal equity portfolio.   Hosted by: Paul Zimnisky Guest: No guest Guest plug: N/A 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 83rd episode of the Paul Zimnisky Diamond Analytics Podcast, De Beers' iconic marketing executive Sally Morrison returns to the show. The episode begins with Paul ranting about the "word play" used by some in the industry to prop up LGD. The two then discuss whether reverting to referring to "natural diamonds" as just "diamonds" (without a qualifier) could be strategic from a marketing standpoint. Next, Sally shares the results of a recent consumer survey revealing, amongst other things, the latest customer preferences towards lab-grown versus natural diamonds –which in part led to Desert Diamonds, De Beers' newest "beacon" campaign. The two then analyze how financial temperament between women and men tends to differ when deciding on a budget for an engagement ring. Finally, the two talk about why large natural diamonds are outperforming, how the business of marketing diamonds has evolved and Sally's recent trip to Rwanda to observe gorillas in their native habitat.   Hosted by: Paul Zimnisky Guest: Sally Morrison Guest plug: www.adiamondisforever.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 82nd episode of the Paul Zimnisky Diamond Analytics Podcast, jewelry designer and sustainability consultant Danielle Keller Aviram joins the show from Berlin, Germany. The episode begins with Paul airing frustrations with the direction that the ESG movement has seemingly meandered. Danielle then shares her firsthand opinion on the state of sustainability as it pertains to the jewelry industry supply chain. The two then discuss how much consumers really care about sustainability and if consumer pressure or government regulation is a stronger force for change. They then opine on how the diamond industry in particular could benefit from being completely honest about the rate of progress towards sourcing transparency. Finally, Danielle shares her view on lab-grown diamonds, what she would do if she was in charge of the natural diamond industry and career paths that aspiring jewelry designers should consider.                                                                                                                     Hosted by: Paul Zimnisky Guest: Danielle Keller Aviram Guest plug: www.daniellekeller.net 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 81st episode of the Paul Zimnisky Diamond Analytics Podcast, Paul takes questions from listeners. The episode begins with Paul discussing his thoughts on the hyperbolic move in gold. Next, he provides his view on what needs to happen for a recovery in the natural diamond market. Paul then briefly shares his views on Bitcoin/cryptocurrency and explains why he remains committed to covering the diamond industry. Finally, he analyzes the macro-economy and the potential impacts of AI.     Hosted by: Paul Zimnisky Guest: No guest Guest plug: N/A 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 80th episode of the Paul Zimnisky Diamond Analytics Podcast, David Kellie, CEO of the Natural Diamond Council (NDC), joins for a final appearance on the eve of his retirement. The episode begins with Paul sharing a glimpse of diamond industry catalysts he is monitoring going into 2026. Next, Paul and David discuss the future of the marketing business amidst the advent of new technologies like AI and David provides advice for students aspiring to pursue a career in the field. Next, the two discuss the recent success of Ralph Lauren and how the company's business model can relate to category diamond marketing. Finally, David provides an update on the state of the NDC, Paul opines on how the diamond industry is still dealing with "post-monopoly" challenges, and the two share thoughts on when the impact of LGD on natural diamonds will moderate.                                                                                                                     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 79th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul is joined by Tobias Kormind of 77 Diamonds in London. The episode begins with Paul and Tobias discussing the "inventory light" business model of online diamond jewelers. Next, the two discuss the more mainstream emergence of jewelry customization and how consumers are responding to this new option. Tobais then explains why his company sells lab-grown diamonds and Paul goes on a soliloquy about the hazards of conflating LGD with natural diamonds. Finally, the two discuss the start to the 2025 holiday shopping season, the European jewelry market and why 77 Diamonds is expanding to Poland.   Hosted by: Paul Zimnisky Guest: Tobias Kormind Guest plug: www.77diamonds.com   More information on PZDA's State of the Diamond Market report: www.paulzimnisky.com/products A special thanks to this episode's sponsor A Diamond is Forever. This holiday A Diamond Is Forever is introducing Desert toned Diamonds, more information can be found here: www.adiamondisforever.com   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 78th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul is joined by Tony Carroll, a distinguished international trade advisor, lawyer and economist based in Washington DC that has consulted for the diamond industry. The episode begins with Tony sharing his experience serving in the Peace Corps in Botswana in the 1970's. Next, Paul and Tony speculate on the future of De Beers given that the company is up for sale. The conversation then transitions to more macro topics including the global economy, the deceleration in globalization, a rise in populism and political division in the U.S. Finally, the two discuss AI and robotics and the potential impacts of the technology on everyday life, especially for younger generations. The episode concludes with Tony briefly discussing boards that he sits on including a rare-earth element technology company and an anti-terror nonprofit.   Hosted by: Paul Zimnisky Guest: Tony Carroll Guest plug: www.manchestertrade.org   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.