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.
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...
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...
China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money...
