Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions.
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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 and Walter discuss the huge increase in construction and commodity prices. When will these prices pull back? For more information on North Point...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the state of the ports in the US. In August 2020, Top 10 port...