In this episode, Mark Hall and Dr. Walter Kemmsies discuss their predictions for 2025.
Excerpt: We as a market with 330 million people, but the real middle class is in Asia. It's in Africa and Latin America, other underdeveloped countries. That's where the 4 billion strong middle class is really centered. Apple is making phones in India. Tesla is also making cars in India. The future is India. India just opened a new container terminal to the south of Mama Shiva and they're improving the infrastructure, which was the other part of that Indian development. Folks don't bet against India.
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...
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...
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...