Podcasts by Understanding Edge

Examining the Fed, Inflation and Interest Rates: An Update for Fixed Income Investors from 2023-11-22T09:33:29

In our recent podcast, we unpack the latest from the Fed, inflation outlook, interest rate forecast, and more. Discover historical context on tightening cycles and fixed income returns over 3 ye...

Reading Between the Spreads: Corporate Debt Dynamics in Shifting Markets from 2023-10-03T12:46:08

In our latest podcast, we discussed Fed policy, corporate bonds, and our #fixedincome market outlook with Douglas Gimple. Listen as we break down market dynamics, risks and areas of opportunity....

Global Investment Expeditions, Part 2: A Journey Through Scandinavia, Canada and India from 2023-09-22T09:00

Our international analysts recount learnings and insights from recent travels to Scandinavia, Canada, India and other destinations. Hear their first-hand experiences exploring local markets, res...

Global Investment Expeditions – Part 1, Exploring Japanese Culture and the Stock Market from 2023-08-30T08:00

Our international analysts shared their insights from recent research trips around the world. In this two-part series, they explore Japan, Scandinavia, Canada and India. In Part 1, we focus on J...

Staying Strong or Showing Stress? An Update on the Consumer from 2023-06-26T13:16:21

The debt ceiling debate, ongoing tightening cycle and a banking crisis have created volatility in financial markets. How is the consumer faring amid this uncertainty? Listen to our recent podcas...

Bond Market Spotlight: Commercial Mortgage-Backed Securities from 2023-05-17T09:00

Catch up on the latest updates in the CMBS market and May’s Fed meeting in this recent podcast with Senior Portfolio Specialist Douglas Gimple.

Bloomberg US Financial Institutions Index m...

Leveling Up in the Video Game Market from 2023-05-03T09:00

Video game demand benefited from the stay-at-home days of the pandemic. Demand has waned, but the industry has been resilient in weaker economic environments. Learn what’s driving growth in this...

Long-Short Investing: A Straightforward Approach in a Complex Environment from 2023-04-17T09:00

Volatility in the tech space, meme stocks and a rising rate environment — Long-Short PM Nate Palmer, CFA, discusses these topics and more in our latest podcast.

Carefully consider the Fun...

Bond Markets – With Great Volatility Comes Great Opportunity from 2023-03-16T10:00

After a quick start to the year, fixed income markets slowed in February as a disconnect between markets and the Fed reintroduced volatility. Learn more in our recent podcast.

Bloomberg U...

Will 2023 Be a Turning Point for Fixed Income Markets? from 2023-02-15T08:00

It’s been a tumultuous two years for fixed income investors — given the market rebound since Q3 2022, are we starting to turn the corner in fixed income markets?

Bloomberg US Aggregate Bo...

The State of Real Estate from 2023-01-09T10:39:50

Real estate and housing markets have changed drastically in today's post-COVID, rising rate environment. Analyst Josh Barber, CFA, breaks down the health of different segments of these markets i...

Data Dependent – Understanding the Fed’s Strategy and What’s To Come from 2022-12-20T09:54:11

In our final podcast of 2022, get a brief update on the latest Fed meeting, insights on the potential benefits of investing in securitized debt and our latest thoughts about what’s to come in 20...

Leave Meat Alone – The Trend Toward Plant-Based Alternatives from 2022-12-06T09:00

Hear from analyst Tim Myers, CFA, as he discusses how changing consumer tastes— particularly among younger consumers — are driving growth for plant-based food and beverage companies.

As o...

Fixed Income: Is There a Light at the End of the Tunnel? from 2022-11-17T08:00

Hear from fixed income portfolio specialist Douglas Gimple as he shares a brief overview of the latest Fed meeting and what it means for investors.

Bloomberg US Aggregate Bond Index measu...

The Innovations Propelling Construction&Railroads from 2022-11-01T09:00

Construction, mining and railroads may sound a bit stodgy on the surface, but innovations in automation, energy efficiency and operational excellence are propelling these industries into the fut...

Tech Space Tests Investors’ Resolve, Rewards Patience from 2022-10-03T14:03:07

Analyst Scott Williams, CFA, discusses what’s happened in the tech space the last 18 months amid market turbulence and where we’re finding value as intrinsic value investors in a sector often do...

Bond Market Insights from 2022-09-21T13:42

This year has been particularly challenging for fixed income investors. In this podcast, senior portfolio specialist Douglas Gimple shares his insights on the effect it’s had on fixed income mar...

Rates and Recessions — Assessing Today’s Landscape from 2022-08-24T09:00

The rate at which the Fed has accelerated is unprecedented. In this podcast, we discuss actions the Fed has taken in response to inflation, recent performance of fixed income markets and the def...

FiftyFaces podcast with Heather from 2022-08-01T15:23:22

CEO Heather Brilliant, CFA, shares what drew her to investing, the future of asset management and more on The FiftyFaces podcast.

The views expressed are those of the speaker as ...

Rising to the Climate Change Challenge from 2022-08-01T15:22

Hear from analyst Harsh Acharya, CFA, as he discusses water scarcity and the innovations he is seeing from a particular industrials company to combat this and other ecological challenges.

Investing Overseas—More Similarities Than Differences, Part 2 from 2022-06-28T10:33:30

In this two-part series, the international equity research team shares their thoughts about investing in international markets, currency hedging, emerging markets and rising interest rates. In p...

Long-Short Investing: Enhancing Active Return&Mitigating Active Risk from 2022-06-06T14:59:46

Hear from portfolio manager Nate Palmer, CFA, as he shares his views on long-short investing and opportunities he’s finding in the market.

The portfolio uses short selling which ...

Assessing the Health of Health Care from 2022-05-26T15:38:06

The NASDAQ Biotechnology Index contains securities of NASDAQ-listed companies classified according to the industry classification benchmark as either biotechnology or pharmaceuticals which also ...

3-2-1 Liftoff – Rates Are Rising…What’s Next? from 2022-04-01T15:46:20

How is the steady climb in interest rates across the curve impacting various parts of the financial markets? Hear from our experts as they discuss fixed income markets, bank stocks and the effec...

Agricultural Impact from Putin’s War from 2022-03-28T13:32:40

Ukraine’s known as the breadbasket of Europe given its dominant presence in global agricultural commodities markets. So how does the war impact food prices, the spring planting season and the su...

Investing Overseas—More Similarities Than Differences, Part 1 from 2022-03-11T09:58:15

In this two-part series, the international equity research team shares their thoughts about investing in international markets, currency hedging, emerging markets and rising interest rates. In p...

Energy Update—The War’s Impact and Beyond from 2022-03-11T09:55:33

Hear from our energy analyst, Blake Haxton, JD, CFA, on the impact the war is having on the oil and gas industry and his insights on what to expect going forward.

As of 31 December 2021, ...

The 80/20 Principle, Kaizen&the Productivity Revolution from 2022-02-22T14:16:39

Many businesses take drastic measures to improve operational efficiency, but few achieve the desired outcome. Learn more about the 80/20 principle and the Kaizen philosophy and how some companie...

Network Effect — One of Technology’s Most Powerful Forces from 2022-02-04T15:07

Network effects are one of the most valuable – but difficult to maintain – advantages in the tech space. Analyst Varun Gupta, CFA, explains the benefits of these effects and why it’s so challeng...

International Markets: Valuations Now and Future Opportunities from 2021-12-20T10:39:49

Over the past two years, much has transpired in global markets and economies. As we consider what the market might have in store for 2022, portfolio manager Grady Burkett, CFA, shares his views ...

Inflation, Supply Chains&a Pandemic - How are Retailers Navigating an Uncertain Environment? from 2021-12-17T11:17:26

From consumer spending to inflationary pressures to supply chains, analyst Mitch Linhart, CFA, examines the state of retail today.

As of November 30, 2021, Diamond Hill owned shares of Ha...

Investment Roundtable - Inflation&Supply Chain Disruptions from 2021-12-01T10:29:50

From energy to consumer to technology to airlines, we examine the impacts that inflationary pressures and supply chain disruptions are having on companies around the world in our latest investme...

Beyond Returns - Building Alignment Through Capacity Discipline from 2021-11-30T10:25:23

How does capacity management help align our interests with those of our clients? Hear from Diamond Hill leaders on the importance of capacity management and the nuances in determining a specific...

Discover the Forest: Long-Term Opportunities in Timber REITs from 2021-11-16T08:00

Learn all about timber REITs, one of the many non-traditional property types that have become part of the REIT mainstream, as research analyst Josh Barber, CFA, discusses the pros and cons of ti...

The US Consumer—The Pandemic Effect from 2021-11-08T12:24:37

Spending during the pandemic has shifted from services to goods for many U.S. consumers.  International analyst Yiting Liu, CFA, shares how this trend has impacted luxury brands.

As of Ma...

DEI—Harnessing the Power of Cognitive Diversity from 2021-11-04T08:00

Heather Brilliant, CEO and President of Diamond Hill, joins us to discuss the progress of Diamond Hill's diversity, equity and inclusion initiatives, covering topics such as recruitment practice...

Investment Roundtable—Reexamining the Post-Pandemic Consumer from 2021-10-22T17:21:43

Our investment roundtable brings together various Diamond Hill investment professionals to discuss relevant and timely topics. Today, we’re joined by portfolio managers Grady Burkett, CFA, and H...

The Shift to Cage-Free Eggs: Will Companies Crack Under the Pressure? from 2021-08-27T09:43:41

The egg industry is in transition as the shift to cage-free accelerates. But are egg producers ready for the shift? Director of research Micah Martin, CFA, shares his perspective.

Listen

Global Luxury Brands – Resiliency in the Face of Adversity from 2021-08-18T08:00

How have global luxury goods companies fared during the pandemic and can they sustain growth through an inflationary environment? International analyst Yiting Liu, CFA, shares her perspectives o...

Diamond Hill’s Fixed Income Team Marks 5-Year Anniversary from 2021-08-05T08:00

Since joining Diamond Hill five years ago, Henry Song, CFA, and Mark Jackson, CFA, have remained focused on delivering the best possible outcomes for clients. Achieving those outcomes in the cur...

Global Consumption—Sidelined Firepower Ready to Spark? from 2021-07-07T08:00

Elevated savings rates suggest consumers are flush with cash. Will this spending power ignite growth in the global economy? International research analyst Chris Piel shares his perspectives on t...

Back to the Future—The Consumer Goods Industry from 2021-06-23T08:00

Packaged goods have been mainstays in American households for generations. But consumer staples companies are at a crossroads — should products prioritize convenience or promote healthy living? ...

Introducing the Large Cap Concentrated Fund from 2021-06-14T09:50:33

Portfolio managers Chuck Bath, CFA, and Austin Hawley, CFA, share their thoughts on Diamond Hill’s latest mutual fund offering.

from 2020-05-05T10:52

Consumer commodities analyst Micah Martin discusses how COVID-19 has disrupted the U.S. protein supply chain and how this could lead to protein shortages for consumers.

Colliding Disruptions—An Energy Market Update from 2020-04-27T10:42

Diamond Hill energy analyst Blake Haxton discusses the recent energy price rout, the collision of supply and demand disruptions, why geology matters in oil production and the impact on long-term...

It’s Not a Sprint … from 2020-04-22T10:03

Portfolio Manager John McClain discusses how the mental toughness and preparation required for running marathons helps make him a better, more balanced investor.

The views expres...

COVID-19&the Health Care Industry from 2020-04-13T09:35

Health care analysts Chendhore Veerappan and Laura O’Dell discuss treatments health care companies are developing for COVID-19, how they’re ramping testing capacity and what the virus means for ...

Business Continuity from 2020-03-31T14:16

CEO Heather Brilliant, Director of IT John Kroeger and CCO Gary Young discuss our business continuity and disaster recovery plans and how they have been put into action due to COVID-19.

T...

Discussing Market Volatility with Chuck Bath from 2020-03-31T13:59

Portfolio Manager Chuck Bath discusses how current market volatility compares to other periods of volatility he’s seen throughout his nearly 40-year career and how he maintains a long-term appro...

Volatility and Opportunity in High Yield from 2020-03-23T12:47

Fixed Income CIO Bill Zox and PM John McClain share their thoughts on recent activity in the high yield markets, the government’s response to market volatility and impacts of the ongoing oil pri...

March 2020 Oil Update from 2020-03-10T10:04

Energy Analyst Blake Haxton, CFA, and Portfolio Manager John McClain, CFA, discuss how Saudi Arabia and Russia sent oil prices tumbling after Friday’s OPEC meeting and what this means for equity...

How Is COVID-19 Impacting High Yield Markets? from 2020-03-02T16:43

Fixed Income CIO Bill Zox, CFA, breaks down the Fed’s reaction to market volatility caused by COVID-19 and discusses how our fixed income team is positioned to take advantage of ongoing volatili...

February 2020 International Market Update from 2020-02-27T14:31

Portfolio Manager Grady Burkett, CFA, and Analyst Yiting Liu, CFA, share how the market sell-off caused by COVID-19 is impacting our International Strategy and how they’re opportunistically addi...

February 2020 Fixed Income Market Update from 2020-02-27T14:31

Portfolio Manager John McClain, CFA, discusses how market instability caused by COVID-19 is impacting our fixed income portfolios and where he’s finding opportunities amid the chaos.

February 2020 Equity Market Update from 2020-02-27T14:30

CIO Austin Hawley, CFA, discusses how market volatility caused by COVID-19 is impacting our equity portfolios and the benefits of short-term volatility.

The views expressed are those of D...

Flying High: An Overview of the Aviation Infrastructure Industry from 2020-02-25T08:00

Market dislocations caused by macro events, such as coronavirus, can provide long-term investment opportunities for patient investors. Analyst Yiting Liu, CFA explains how this has held true for...

Small Cap Portfolio Managers Chris Welch, CFA&Aaron Monroe, CFA from 2020-02-18T09:46

Chris Welch, CFA and Aaron Monroe, CFA discuss their first year as co-portfolio managers for the Small Cap strategy, sharing their thoughts on decision making in the co-PM structure, cash levels...

Discussion with Portfolio Manager Chuck Bath, CFA from 2020-02-12T09:45

Large Cap Portfolio Manager Chuck Bath discusses what drew him to the investment industry, the variety of market environments he's invested in, and how he sources investment ideas from our resea...

The Importance of Capacity Discipline from 2020-02-03T08:59

Alignment of interests with our clients is a critical component of our mission, and capacity discipline is a key element of this alignment. Portfolio Manager Chris Welch, CFA and Fixed Income CI...

Finding Opportunities Amid Brexit Uncertainty from 2020-01-28T09:40

Research Analyst Nate Palmer, CFA, CPA sits down to discuss WNS Holdings, a business process management company with significant exposure to the United Kingdom, and why we believe the company is...

2019 Equity Market Recap from 2020-01-24T10:03

CIO Austin Hawley, CFA shares his thoughts on the strong equity market in 2019, the ongoing underperformance of value businesses, and how macroeconomic events, such as Fed policy and trade tensi...

2019 Fixed Income Market Recap from 2020-01-22T10:01

CIO – Fixed Income Bill Zox, CFA joins us to look back at 2019, discussing the trade war between the U.S. and China, Brexit, negative interest rates, the Federal Reserve, and the global economic...

2019 International Market Recap from 2020-01-17T12:25

Grady Burkett, CFA, portfolio manager for our Global and International strategies, sits down to share his views on geopolitical events and market trends we saw in 2019, such as the trade war wit...

Untouchable Value: The Importance of Intangible Assets from 2020-01-15T11:06

Portfolio Manager Grady Burkett, CFA joins us to discuss valuing intangible assets and why they play such a crucial role in a company’s competitive position and growth prospects.

The view...

Discussion with Bill Zox, CFA and John McClain, CFA from 2020-01-10T08:13

Portfolio Managers Bill Zox and John McClain join us to discuss the evolution of managing high-yield assets at Diamond Hill, the benefits of standing out by not fitting in, and share examples of...

Laura O’Dell, CFA Discusses Genomics from 2020-01-02T08:02

Genomics, or the study of all the genes in a person’s body, has experienced tremendous growth over the past two decades, growth which is poised to continue. Our health care analyst Laura O’Dell ...

Discussion With Portfolio Manager Chris Bingaman, CFA from 2019-12-16T08:54

Long-Short Fund Portfolio Manager Chris Bingaman joins us to discuss how the process for managing the Fund has been refined over its nearly 20-year history, the market environments we believe th...

Discussion with CEO Heather Brilliant, CFA from 2019-11-26T08:56

Our CEO Heather Brilliant sits down to discuss changes and trends she’s seen in the industry over the past few years, the importance of cognitive diversity, and her involvement with the CFA Inst...

Kavi Shelar, CFA discusses Disney+ from 2019-11-12T15:22

Disney+ has arrived. Our media analyst Kavi Shelar, CFA joins us to discuss consumer expectations for the service, its impact on other streaming services, and international growth opportunities....

Discussion with CIO Austin Hawley, CFA from 2019-11-04T09:24

CIO Austin Hawley joins us to discuss our research team, the benefits of our unique industry-specialist model, and why we view the analyst role as a career role at Diamond Hill.

This mate...

How Consistent is Your Core? from 2019-10-29T15:43

Portfolio Managers Henry Song and Mark Jackson join us to discuss their consistent approach, why they believe predictability and style purity is key in your core allocation, and to provide an up...

Examining Holdings with Chinese Exposure Amidst Market Turbulence from 2019-10-01T07:00

Despite negative headlines, we continue to find compelling investment opportunities in China. Research Analyst Yiting Liu explains the consumption power of China’s expanding urban middle class a...

African Swine Fever&the Protein Industry: What You Need to Know from 2019-09-24T10:49

African Swine Fever, a deadly disease that impacts pigs, is running rampant in the largest pork-producing region in the world, China. Douglas Gimple sits down with Micah Martin to discuss how th...

September 2019 Oil Update from 2019-09-18T13:16

Douglas Gimple sits down with Blake Haxton to discuss the current state of the Oil industry. Blake Haxton has been a member of the Diamond Hill team since 2016 and covers both energy and airline...

Henry Song, CFA Discusses the Mortgage Market's Evolution and Opportunities from 2019-08-28T14:16

Portfolio Manager Henry Song, CFA joins us to discuss the evolution of the mortgage market and how the wide variety of securities in this market can lead to opportunities.

This material i...

John McClain, CFA Discusses BBB Bond Opportunities from 2019-08-28T14:13

Portfolio Manager John McClain, CFA, joins us to discuss why we find the BBB segment of the fixed income market compelling and where opportunities lie in the space.

This material...

Recent Developments in the High Yield Market from 2019-08-28T14:06

Portfolio Manager John McClain, CFA, joins us to discuss recent developments in the high yield market and how volatility can provide opportunity for investors focused on security selection. Afte...

John Loesch, CFA Discusses Bank OZK from 2019-08-28T13:58

John Loesch, Banking analyst, Co-Director of Research and Portfolio Manager joins us for an in-depth discussion about Bank OZK, a high-quality bank that has demonstrated an unmatched ability to ...