Understanding Edge

Diamond Hill Capital Mgmt

English Business Investing

Apple Podcasts Website RSS

Episodes 100

Avg. Duration 22m

Activity Active

Apple Rating ★ 5.0 (27)

Since Feb 2020

Latest Episode Feb 2026

Outreach Signals

Has Video

Publishing Details

Schedule

Every 2 Months

Format

Episodic

Consistency

72%

Hosting

feed.podbean.com

About This Podcast

Markets are constantly evolving. Are you maintaining your edge? Join us as we discuss recent market events, challenges and opportunities in the current environment, and more with our investment team. At Diamond Hill, our primary purpose is to improve our clients’ lives through better financial outcomes. Strategies include long-only equity, fixed income and alternative long-short equity.

Explore Statistics

English Podcasts Report Business Report Investing Report English Business Report

Recent Episodes

Inside Today’s Bond Market: Policy Proposals and Credit Crosscurrents

Feb 26, 2026 25m

From proposed housing and credit card reforms to expanding securitized issuance, Fixed Income Portfolio Specialist Douglas Gimple breaks down what’s new in bond markets — and what it means for…

Inside the Securitized Market: Consumer Strength, Credit Risk and Hidden Opportunities

Nov 24, 2025 47m

From auto loans to home equity lines, Douglas Gimple explains why the securitized market remains a fertile ground for active managers — and how consumer trends, credit enhancements and benchmark gaps…

Reflections on Core Plus at One Year

Sep 26, 2025 18m

Portfolio Manager Arthur Cheng joins the Understanding Edge podcast to share his career journey, discuss dynamics in the high-yield market and reflect on the first year of Diamond Hill’s Core Plus…

Bonds, Yields and Shifting Tides: Mid-Year Market Update

Aug 18, 2025 30m

Join us for a timely mid-year webinar where we examine the evolving landscape of interest rates, credit spreads and macroeconomic indicators shaping the bond markets in 2025. With central banks…

Fiscal Headwinds and Fed Signals: Decoding the Bond Market

Jun 24, 2025 25m

Tariffs, Fed shifts and a newly normalized yield curve — Doug Gimple breaks down what fixed income investors need to know heading into the second half of 2025.

Understanding the Impact of Tariffs and Inflation on Fixed Income Markets

May 22, 2025 24m

Dive into the recent events impacting fixed income markets with Douglas Gimple. Explore topics including the Fed, tariffs and inflation. (24 min podcast)

Unlocking Value in High-Yield Markets: Live Insights with Arthur Cheng

May 12, 2025 16m

Explore insights from portfolio manager Arthur Cheng, CFA, on high-yield markets and their role in the Core Plus strategy. He also discusses what risks investors should be watching for and where…

Inflation and Tariffs: How Market Volatility Impacts Fixed Income Investors

Mar 31, 2025 23m

Explore how tariffs and inflation are shaping 2025's market volatility. Hear from Douglas Gimple as he discusses fixed income strategies to manage risks and seize opportunities in an evolving market…

Diving into the Fed’s Balancing Act

Feb 28, 2025 18m

The Federal Reserve is navigating inflation, political pressures and shifting market expectations. Dive into how they are making data-driven decisions and what this means for fixed income…

Diamond Hill's Song on Credit Outlook, Landscape

Jan 21, 2025 1h 1m

Henry Song, CFA, joined Bloomberg’s FICC Focus podcast to discuss his team’s approach to credit investing, the current market landscape, why a focus on securitized assets can be beneficial, and more.…

Bond Market Dynamics and Home Equity Securitization Trends

Nov 26, 2024 24m

From golden handcuffs to home equity innovations: Discover how today's unique housing market is reshaping fixed income opportunities. Join us for an insightful discussion on rate dynamics,…

Decoding the Fed's 50 Basis Point Cut: Implications for Fixed Income

Sep 25, 2024 23m

The Fed has made its first rate cut. What does it mean for fixed income markets? Listen to our latest podcast with Douglas Gimple as he breaks down the implications for mortgages, ABS, and investment…

Jackson Hole Takeaways: A Fixed Income Perspective

Aug 30, 2024 24m

Fed signals rate cuts ahead: What does it mean for fixed income? Explore Jackson Hole takeaways, market volatility, and investment opportunities in our latest podcast with fixed income expert Douglas…

Uncovering Opportunities in Commercial Real Estate: The Power of Location

Jun 26, 2024 21m

In this episode of Understanding Edge, senior portfolio specialist Douglas Gimple discusses the latest from the fed. He also shares his current insight into the commercial real estate market, and why…

Exploring Health Care's Frontier: Biotech, GLP-1s and Global Pricing Dynamics

May 21, 2024 30m

From biotech's rebound to the next frontier for GLP-1 drugmakers, Chendhore Veerappan, PhD, CFA, our health care research analyst, delves into the trends and investment opportunities unfolding in…

April Fixed Income Insights: Understanding Market Dynamics

May 15, 2024 18m

In this episode of Understanding Edge, we discuss the Fed's recent meeting and the latest outlook on inflation and rates. We also explore the recent performance of various sectors within the fixed…

The JRo Show: Interview With Win Murray

Apr 01, 2024 1h 17m

Our director of research, Win Murray, discusses identifying investment talent, how a research team should operate, what makes a great analyst and more. (78 min podcast) Diamond Hill’s total assets…

It Ain’t Over Until It’s Over: A Look at the Fixed Income Markets in 2024

Mar 28, 2024 27m

Senior Portfolio Specialist Douglas Gimple shares his insights on the fixed income markets. Tune in to hear about the latest from the Fed, market expectations, CMBS, and more. Bonds rated AAA, AA, A…

The Fed vs. the Market: Decoding Mixed Signals

Feb 26, 2024 19m

Senior portfolio specialist Douglas Gimple discusses the market's ongoing desire to fight the Fed on rate cuts. Get insights into the latest from the FOMC, inflation and opportunities in fixed income…

Making Sense of the Bond Market Rally and What Comes Next

Dec 19, 2023 24m

Tune into our podcast with senior portfolio specialist Douglas Gimple, as he discusses the latest from the Fed, what drove the November fixed income rally, and opportunities that await investors…

Frequently Asked Questions

How many episodes does Understanding Edge have?

Understanding Edge has published 100 episodes since February 2020, covering topics in Business, Investing.

Is Understanding Edge still active?

Understanding Edge is currently active with new episodes every 2 months. Average episode length is 22m.