Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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In this episode Mark Hall and Walter Kemmsies discuss Security vs Prosperity, market based system vs command system. A small group of people making...
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the Fed's Interest Rate Hike and its ripple effects. Do we need a recession...
Mark and Walter discuss the huge increase in construction and commodity prices. When will these prices pull back? For more information on North Point...