Understanding Edge

About Understanding Edge

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, a First Eagle Investments company, 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.

Publisher

Diamond Hill Capital Mgmt

Category

business

Language

en

Explicit

No

First episode

28 Aug 2019

Latest episode

5 Jun 2026

Latest episodes

4 of 117 episodes have a transcript.

1. 

   5 Jun 2026TRANSCRIPT

   Rising Yields, Tight Spreads and Resilient Credit

   Douglas Gimple, a financial expert, discusses resilient credit markets and rising yields, offering insights into consumer outlook and investment opportunities in mortgages and asset-backed securities.

2. 

   26 Feb 2026TRANSCRIPT

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

   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 investors. (22 min podcast)

3. 

   24 Nov 2025TRANSCRIPT

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

   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 are shaping today’s fixed income landscape. (47 min podcast) DISCLOSURES Bloomberg US Aggregate Bond Index measures the performance of investment grade, fixed-rate taxable bond market and includes government and corporate bonds, agency mortgage-backed, asset-backed and commercial mortgage-backed securities (agency and non-agency). ABS – Asset-backed securities CLO – Collateralized loan obligations CRE CLO – Commercial real estate collateralized loan obligations CMBS – Commercial mortgage-backed securities Investment Grade is a Bond Quality Rating of AAA, AA, A or BBB. The views expressed are those of the speakers as of November 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.

Inside a recent episode

Rising Yields, Tight Spreads and Resilient Credit

Published 5 Jun 2026 · Transcript excerpt

[…] And that's part of the strength of this global economy, despite the stress that's been put on consumers. we continue to see these companies doing fairly well. You haven't had kind of a culling of the herd that you would maybe expect as rates moved higher. You know, we always talked about, you know, zombie companies that were just kind of staggering along, benefiting from these lower rates, but rates have gone higher and you still have not seen a massive wave of defaults. And I think that gets to the ongoing strength. Now, can we continue that really remains the question because we've always talked about the consumer drives the economy. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

27 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 25 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

17

Social presence

0

YouTube

0

Engagement

82