Dr. Walter Kemmsies and Mark Hall discuss the market share of shipping container volume between east coast and west coast and how the Staggers Rail Act of 1980 deregulated the American railroad industry.
Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and...
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...