North Point of View: The Long and Winding Road

January 17, 2024 • 00:18:44
North Point of View: The Long and Winding Road
North Point of View
North Point of View: The Long and Winding Road

Jan 17 2024 | 00:18:44

/

Show Notes

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

Other Episodes

Episode 9

May 17, 2021 • 00:10:08
Episode Cover

Large Cargo Ships & Port Infrastructure

Walter and Mark discuss the cargo ship that was stuck in the Suez Canal in March 2021. It brought up the question of how...

Listen

Episode 29

July 22, 2022 • 00:09:01
Episode Cover

Latin America & the Trade

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...

Listen

Episode

March 01, 2023 • 00:09:29
Episode Cover

North Point of View: Ocean carriers Maersk and MSC to part ways

The present 2M alliance, Maersk and MSC to terminate their partnership effective January 2025. What impact will occur to the shipping industry when that...

Listen