Latest Episodes
26
E-Commerce Trends
In this episode Dr. Walter and Mark Hall discuss E-Commerce trends. Are E-Commerce sales increasing or decreasing? For more information on North Point and...
25
Inflation
Dr. Walter and Mark Hall discuss inflation and break down the current landscape and markers to look for. They discuss the difference in producers...
24
Consumer Demand & Low Inventory
Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up...
23
Evergrande...How fragile is the Chinese Economy?
Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and...
22
Industrial Real Estate & E-Commerce
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...
21
Ongoing Shipping Crisis
Dr. Walter Kemmsies and Mark Hall talk again about the ongoing shipping crisis. With a mad rush to get goods in to meet the...