In today's episode, Dr. Walter Kemmsies and Mark Hall discuss winners and losers of the COVID pandemic, Trend Line and Quadratic Equation, Strong Dollar, Cheap Europe, US Export woes, Global emerging markets in distress and debt payment for developing nations. Latin America shifting to the left.
In the first episode of Season 2, Mark and Walter discuss details of the Infrastructure Bill. Walter also unpacks how we define infrastructure based...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the 2023 recession that never happen. Excerpt Walter: I said, I don't think there...
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...