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 Dr. Walter Kemmsies discuss the current state of electric vehicles—highlighting that while they are cheaper to run, cleaner,...
When COVID hit us, we flopped like a rock. We gave Americans five and a half trillion dollars. That boosted the economy way above...
Dr. Walter Kemmsies and Mark Hall discuss the pros and cons of hydrogen fuel as an alternative to EV. In the shipping industry Mearsk...
