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.
2024 is still going to be very volatile. The Houthi attack in the Red Sea isn't going to be solved in the next few...
Mark and Walter discuss what a fragile system the supply chain. For more information on North Point and The Kemmsies Group, visit: northpointdev.com kemmsiesgroup.com
What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the...
