Mark and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030. What do you think of this projection?
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Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe...
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 this episode, Mark Hall and Dr. Walter Kemmsies discuss what is DeepSeek and how it shifted the balance of the A.I. arms race...
