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 rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come.
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...
Mark and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030....
Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16. For more information on North Point and The Kemmsies...