Clarity with Diamond Standard
Clarity with Diamond Standard is a podcast that discusses investment themes that impact the diamond commodity and the wider precious metals market.
Our Host, Amelia Bourdeau, will be joined by leaders in financial markets that will share their unique perspectives on the market factors shaping precious metals investing, ALTS investing, and the macro landscape.
We are excited to bring you these in-depth conversations.
Episode 8 - Avi Krawitz, Independent Diamond Industry Thought Leader and Influencer
For Episode Eight, Managing Director Amelia Bourdeau is joined by Avi Kraxitz, an independent diamond industry thought leader and influencer to discuss the diamond industry's main topics currently. Starting out as a reporter on www.rapaport.com and Rapaport Magazine, Avi soon offered more in-depth analysis about diamond industry news, events, and market conditions. He ranks among the leading voices in the industry. Now, Avi is bringing that experience to the wider industry as an independent consultant, journalist, and content creator, using his unique voice to help others understand the diamond market, and experience the industry through creative storytelling.
Published on Fri, 06 Oct 2023 04:00:00 GMT
Episode 7 - Joseph Cavatoni, World Gold Council
In Episode Seven, host Managing Director Amelia Bourdeau is joined by Joseph (Joe) Cavatoni, Market Strategist North America, World Gold Council for an update on the gold market. Joseph (Joe) Cavatoni joined the World Gold Council in September 2016 to lead business strategy for the Americas which includes oversight of investor relationships, product solutions, research, and marketing as well as the global ETFs platform.
Published on Thu, 28 Sep 2023 04:00:00 GMT
Episode 6 - Chris Marsh, Exante Data
In this episode, we are joined by Chris Marsh of Exante Data for a conversation on inflation. Chris Marsh holds a PhD in international macroeconomics and has worked at the International Monetary Fund and in finance for 15 years. An expert on IMF financial programming, Chris started The General Theorist blog in 2017 which focuses on the intersection between money and the balance of payments.
Published on Fri, 28 Jul 2023 04:00:00 GMT
Episode 5 - Philip Newman, Metals Focus
In Episode Five, hosts Managing Director Amelia Bourdeau and Director Neshiva Chan are joined by Philip Newman, Managing Director - Metals Focus for a conversation on gold. Note: This episode was recorded June 15, 2023, the day after the Fed paused at the June FOMC, as referenced in our discussion. At that time, fed fund futures expected one more 25bp rate hike and was moving toward pricing out rate cuts for 2023. Currently, a 25bp rate hike is priced in for the July FOMC and approximately a 15% probability of an additional 25bp rate hike in for the September FOMC. Rate cuts have been priced out for 2023 and approximately 150bp of rate cuts are priced in for 2024. So, the expectations have shifted to be less hawkish ahead for 2024. Post the downside surprise for US June core CPI, which came in at 4.8% y/y this week, fed fund futures priced in more rate cuts for 2024 as reflected in the figure mentioned above.
Published on Fri, 14 Jul 2023 04:00:00 GMT
Episode 4 - Michael DiRienzo, The Silver Institute
Michael DiRienzo is the Executive Director and Secretary of The Silver Institute. We discuss findings from the Institute's recently released flagship publication the World Silver Survey 2023.
Published on Thu, 29 Jun 2023 04:00:00 GMT
Episode 3 - Paul Zimnisky Diamond Analytics
Paul Zimnisky, CFA is a leading global diamond industry analyst based in the New York City metro area specializing in global diamond supply/demand fundamentals and the companies operating within the industry.
Published on Sat, 24 Jun 2023 04:00:00 GMT
Episode 2 - Bill Kelly, President & CEO of CAIA Association
William (Bill) Kelly has been a frequent industry speaker, writer, and commentator on alternative investment topics globally since taking the CAIA Association’s leadership role in 2014.
Published on Thu, 15 Jun 2023 04:00:00 GMT
Episode 1 - John Reade, World Gold Council
John Reade, is the Market Strategist for the World Gold Council. John has over 30 years of experience in the gold industry and related fields.
Published on Fri, 09 Jun 2023 12:00:00 GMT
Clarity with Diamond Standard Podcast Introduction
Clarity with Diamond Standard is a podcast that discusses investment themes that impact the diamond commodity and the wider precious metals market. Each week, host Managing Director Amelia Bourdeau, will be joined by leaders in financial markets that will share their unique perspectives on the market factors shaping precious metals investing, ALTS investing, and the macro landscape.
Published on Mon, 05 Jun 2023 12:00:00 GMT