Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up costs across the supply chain in everything from real estate prices to labor. The question is, will consumers be willing to bear the burden of the necessary price increases?
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In today's episode, Dr. Walter Kemmsies and Mark Hall discuss winners and losers of the COVID pandemic, Trend Line and Quadratic Equation, Strong Dollar,...
Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
Excerpt: Mark: About a month ago, we were investigating the context of some of the work we were doing in Africa with our with...