In this episode, Mark Hall and Dr. Walter Kemmsies discuss the convergence of missteps and mistakes this past year and a half. The firing and hiring of workers in the US. The $5 trillion fiscal and monetary stimuli. Political instability with Russia invading Ukraine, US provoking China over Taiwan. China’s reaction to COVID. Despite the errors, we're starting to see light at the end of the tunnel.
Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions. For more information on North Point...
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...
You and I talked about this a few years ago. One of the videos about the slowing population growth rate. And I was lucky...