In this episode, Mark Hall and Dr. Walter Kemmsies discuss the fundamental structural pieces that are in place for 2024 and some weaknesses in the overall structure.
Excerpt:
The Department of Defense for decades has had a list of essential industries. I was on the government's corona virus task force in 2020, and we needed to know what really, really had to be protected. My contribution was included the DOD website.
We were extremely dependent on China for our supply of active pharmaceutical ingredients. That didn't make sense to be 95% dependent on a single country. That's stupid. What happened during COVID proved exactly the point that you shouldn't be so dependent. China shut down exports of a lot of things, and especially in the medical area. There's no judgment there on China, its just that and any country could have done that.
#savannah #savannahrealestate #savannahga #wsj
In this episode Mark Hall and Walter Kemmsies discuss Security vs Prosperity, market based system vs command system. A small group of people making...
Dr. Walter and Mark Hall discuss inflation and break down the current landscape and markers to look for. They discuss the difference in producers...
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...