In this episode, Mark Hall and Dr. Walter Kemmsies discuss what is DeepSeek and how it shifted the balance of the A.I. arms race essentially ending US dominance.
In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Megatrends like Cryptocurrencies, Electric Vehicles and the hype it caused in the stock market....
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...
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...
