In this episode, Mark Hall and Dr. Walter Kemmsies discuss the misconception of a recession, GDP contraction in the first three quarters and possible expansion on the fourth. Inflation has already peaked in July of last year and wage growth peaked in March of 2022.
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023. northpointdev.com kemmsiesgroup.com
Walter and Mark discuss the cargo ship that was stuck in the Suez Canal in March 2021. It brought up the question of how...
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...