All Episodes
Understanding Edge — 101 episodes
Rising Yields, Tight Spreads and Resilient Credit
Inside Today’s Bond Market: Policy Proposals and Credit Crosscurrents
Inside the Securitized Market: Consumer Strength, Credit Risk and Hidden Opportunities
Reflections on Core Plus at One Year
Bonds, Yields and Shifting Tides: Mid-Year Market Update
Fiscal Headwinds and Fed Signals: Decoding the Bond Market
Understanding the Impact of Tariffs and Inflation on Fixed Income Markets
Unlocking Value in High-Yield Markets: Live Insights with Arthur Cheng
Inflation and Tariffs: How Market Volatility Impacts Fixed Income Investors
Diving into the Fed’s Balancing Act
Diamond Hill's Song on Credit Outlook, Landscape
Bond Market Dynamics and Home Equity Securitization Trends
Decoding the Fed's 50 Basis Point Cut: Implications for Fixed Income
Jackson Hole Takeaways: A Fixed Income Perspective
Uncovering Opportunities in Commercial Real Estate: The Power of Location
Exploring Health Care's Frontier: Biotech, GLP-1s and Global Pricing Dynamics
April Fixed Income Insights: Understanding Market Dynamics
The JRo Show: Interview With Win Murray
It Ain’t Over Until It’s Over: A Look at the Fixed Income Markets in 2024
The Fed vs. the Market: Decoding Mixed Signals
Making Sense of the Bond Market Rally and What Comes Next
Examining the Fed, Inflation and Interest Rates: An Update for Fixed Income Investors
Reading Between the Spreads: Corporate Debt Dynamics in Shifting Markets
Global Investment Expeditions, Part 2: A Journey Through Scandinavia, Canada and India
Global Investment Expeditions – Part 1, Exploring Japanese Culture and the Stock Market
Staying Strong or Showing Stress? An Update on the Consumer
Bond Market Spotlight: Commercial Mortgage-Backed Securities
Leveling Up in the Video Game Market
Long-Short Investing: A Straightforward Approach in a Complex Environment
Bond Markets – With Great Volatility Comes Great Opportunity
Will 2023 Be a Turning Point for Fixed Income Markets?
The State of Real Estate
Data Dependent – Understanding the Fed’s Strategy and What’s To Come
Leave Meat Alone – The Trend Toward Plant-Based Alternatives
Fixed Income: Is There a Light at the End of the Tunnel?
The Innovations Propelling Construction & Railroads
Tech Space Tests Investors’ Resolve, Rewards Patience
Bond Market Insights
Rates and Recessions — Assessing Today’s Landscape
FiftyFaces podcast with Heather
Rising to the Climate Change Challenge
Investing Overseas—More Similarities Than Differences, Part 2
Long-Short Investing: Enhancing Active Return & Mitigating Active Risk
Assessing the Health of Health Care
3-2-1 Liftoff – Rates Are Rising…What’s Next?
Agricultural Impact from Putin’s War
Investing Overseas—More Similarities Than Differences, Part 1
Energy Update—The War’s Impact and Beyond
The 80/20 Principle, Kaizen & the Productivity Revolution
Network Effect — One of Technology’s Most Powerful Forces
International Markets: Valuations Now and Future Opportunities
Inflation, Supply Chains & a Pandemic - How are Retailers Navigating an Uncertain Environment?
Investment Roundtable - Inflation & Supply Chain Disruptions
Beyond Returns - Building Alignment Through Capacity Discipline
Discover the Forest: Long-Term Opportunities in Timber REITs
The US Consumer—The Pandemic Effect
DEI—Harnessing the Power of Cognitive Diversity
Investment Roundtable—Reexamining the Post-Pandemic Consumer
The Shift to Cage-Free Eggs: Will Companies Crack Under the Pressure?
Global Luxury Brands – Resiliency in the Face of Adversity
Diamond Hill’s Fixed Income Team Marks 5-Year Anniversary
Global Consumption—Sidelined Firepower Ready to Spark?
Back to the Future—The Consumer Goods Industry
Introducing the Large Cap Concentrated Fund
Autonomous Vehicles, Part III: Waymo – Google’s Foray Into Self-Driving Vehicles
Lumber & Housing: An Update
Harvesting Value: John Deere & Precision Agriculture
Autonomous Vehicles, Part II: The Evolution of BlackBerry
Technology M&A: Can This Buying Frenzy Continue?
Autonomous Vehicles, Part I: The Path to the Future
Lions and Tigers and…Wildebeests?
Shifting to a Zero Emission Economy
After the Dust Settles
Online Brokerage and the Rise of Robinhood
COVID-19 — Help or Hindrance for the Health Care Sector?
A Conversation with CEO Heather Brilliant
The Basics & Benefits of Securitization
Banking in the Time of a Global Pandemic
A Research Process Deep Dive
Ready for Takeoff or Grounded Indefinitely? – An Airlines Update
Breaking Up With Old Habits
A Discussion With Chief Client Officer Jo Ann Quinif
Is Pharma Reentering a Golden Age of Innovation?
Energy & Airlines: An Update
Can Smart Buildings Curb COVID-19?
Through the Eye of the Storm—a Structured Market Recap
Value Investing, Evolved
How Machine Learning Is Creating Value for Google and Facebook
Goodbye Offices? How Remote Working May Impact Commercial Real Estate
Has the High Yield Opportunity Already Passed?
Financials Update
Where's the Beef?
Colliding Disruptions—An Energy Market Update
COVID-19 & the Health Care Industry
Business Continuity
Discussing Market Volatility with Chuck Bath
February 2020 International Market Update
February 2020 Equity Market Update
Flying High: An Overview of the Aviation Infrastructure Industry
Small Cap Portfolio Managers Chris Welch, CFA & Aaron Monroe, CFA
Discussion with Portfolio Manager Chuck Bath, CFA