Paul Zimnisky Diamond Analytics Podcast

Hosted by Paul Zimnisky

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Jun 2026

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About the show

The Paul Zimnisky Diamond Analytics Podcast provides a look into the global diamond industry with leading analyst Paul Zimnisky. Each episode features a full-length interview with a special guest to discuss the diamond industry and related topics while sharing interesting observations, thoughts and analysis. A wide range of guests from around the world have joined the show from all segments of the diamond supply chain and beyond, including: exploration geologists, jewelry designers, marketing experts, journalists, novelists, economists, consultants, technology experts and artists, from India, Brazil, Russia, South Africa, England, Canada and the U.S.

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60 recent

June 7, 202613 min

The Crash in Diamond Supply and AI Stocks

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: 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.

April 19, 202648 min

Guest: Sally Morrison Returns

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: 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.

March 21, 202631 min

Guest: Danielle Keller

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: 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.

January 17, 202628 min

Q&A

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: 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.

December 20, 202549 min

Guest: David Kellie (4th Appearance)

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: 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.

December 9, 202546 min

Guest: Tobias Kormind

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: 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.

December 1, 202554 min

Guest: Tony Carroll

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: 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.

November 10, 202554 min

Guest: Amish Shah (5th Appearance)

In this 77th episode of the Paul Zimnisky Diamond Analytics Podcast, Paul welcomes back lab-grown diamond entrepreneur Amish Shah –president of ALTR Created Diamonds and J'EVAR. The episode begins with Paul suggesting that autonomous driving technology should be stress tested in Surat, India. Next, Paul and Amish discuss when the diamond and jewelry industry will incorporate AI and robotics technologies. The two then opine on how LGD is evolving from a bridal to fashion jewelry product and Amish discusses the advantages of being a vertically integrated LGD jewelry producer. They then discuss the direct impact of U.S. tariffs on the industry and Amish shares his first-hand account of running his business in the current environment which has operations in India and the U.S. Finally, Paul and Amish speculate on how much LGD production volumes will grow and the two discuss the man-made diamond industry's seemingly inevitable transition from primarily jewelry to mainstream technological applications. 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. 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.

October 27, 20251 hr 9 min

Guest: Rob Bates (9th Appearance)

In this 76th episode of the Paul Zimnisky Diamond Analytics Podcast, novelist and jewelry industry journalist Rob Bates returns. The conversation begins with Rob addressing some of the feedback that his new novel "Making A Killing In Diamonds" received. Next, Paul discusses his recent keynote presentation at the Dubai Multi Commodities Centre Lab-grown Diamond Symposium. The two then share their views on De Beers' new Desert Diamonds "Beacon" and whether the marketing push will yield success. Paul then analyzes the hyperbolic move in gold prices. Finally, Paul and Rob debate the sale of De Beers, the impact of LGD on Botswana and Trump tariffs. 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 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: 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.

October 11, 202543 min

Guest: David McKay

In this 75th episode of the Paul Zimnisky Diamond Analytics Podcast, independent mining journalist David McKay joins the show from Johannesburg, South Africa. The conversation begins with Paul recounting a multi-week journey he took through South Africa in 2023 and David sharing his views on the current economic and political state of the nation. Next, the two discuss the surge in gold prices and how this is impacting the gold mining industry. They then analyze the recent news of CEO departures from two of the top three largest gold miners, Newmont and Barrick, and then briefly touch on the platinum market. Finally, the conversation switches to Anglo American's restructuring aim to be more copper focused and the recent news of its merger of equals with Tech Resources. Paul and David finish with a deep dive on the current ongoing sales process of De Beers. Hosted by: Paul Zimnisky Guest: David McKay Guest plug: www.miningmx.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: 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.