Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions.
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In today's episode, Dr. Walter and Mark Hall discuss reliability issues in China/Eastern Europe and speculate on trade moving to Latin America. break their...
Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales...
Mark Hall and Dr. Walter Kemmsies discuss President Xi Jinping's Communist Party and the country's failed COVID policies, its near total control over its...