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 this episode, Mark Hall and Dr. Walter Kemmsies discuss the Panama and Suez Canal. Excerpt: Mark: Two months ago, it felt like we...
Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions. For more information on North Point...
It's not just Evergrande who just blew up, but the number two and number three, they've also all crashed and burned. Then when you...
