Latest Episodes
North Point of View: Security vs Prosperity
In this episode Mark Hall and Walter Kemmsies discuss Security vs Prosperity, market based system vs command system. A small group of people making...
North Point of View: Going Vertical
In this episode, Mark Hall and Dr. Walter Kemmsies discuss how Vertical Integration work. In order to compete with big retailers like Amazon, Walmart...
North Point of View: State of the Ports
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the state of the ports in the US. In August 2020, Top 10 port...
North Point of View: Comedy of Errors
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the convergence of missteps and mistakes this past year and a half. The firing...
North Point of View: Margin Compression
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock...
North Point of View: Ocean carriers Maersk and MSC to part ways
The present 2M alliance, Maersk and MSC to terminate their partnership effective January 2025. What impact will occur to the shipping industry when that...