In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP, money supply, growth rates, velocity and productivity.
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In this episode, Mark Hall and Dr. Walter Kemmsies discuss the fundamental structural pieces that are in place for 2024 and some weaknesses in...
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 episode 17, Mark and Walter talk manufacturing mega trends and the desire to reduce the carbon footprint while adding to the bottom line....
