North Point of View
North Point of View
A weekly podcast
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North Point of View
North Point of ViewEpisodes
North Point of View
North Point of View
A weekly podcast
Good podcast? Give it some love!
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Episodes of North Point of View
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In this episode, Mark Hall and Dr. Walter Kemmsies discuss the Panama and Suez Canal.Excerpt:Mark: Two months ago, it felt like we were in borderline panic. Panama canal dried up, and the Houthis have taken over the Suez Canal, and it was a m
In this episode, Mark Hall and Dr. Walter Kemmsies discuss Inflation Reduction Act (IRA) and the failure of a four year college degree and student loans.Excerpt: Walter: Some months ago on one of our podcasts, I'd said to you that I felt that
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the 2023 recession that never happen.ExcerptWalter: I said, I don't think there was a recession. In fact, I think the 2023 recession was everywhere but in the data. But we don't have
I've had a Roomba now for almost 15 years. Often times it gets stuck. You got to pick it up. You got to move it. You've got to give it a kick. Well, you know, it is kind of primitive software. But then I thought, you don't need very complicated
It's not just Evergrande who just blew up, but the number two and number three, they've also all crashed and burned. Then when you go down to the much smaller developers, it's a raging forest fire. People are trying to get their money back from
You and I talked about this a few years ago. One of the videos about the slowing population growth rate. And I was lucky during most of my career, the population growth rate for the US was one to 2%. It was 2% and it dropped towards 1.41%. But
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the fundamental structural pieces that are in place for 2024 and some weaknesses in the overall structure.Excerpt:The Department of Defense for decades has had a list of essential ind
2024 is still going to be very volatile. The Houthi attack in the Red Sea isn't going to be solved in the next few weeks, so it walks into 2024. The situation with Israel is not going to be resolved that quickly either. We've got at a minimum,
When COVID hit us, we flopped like a rock. We gave Americans five and a half trillion dollars. That boosted the economy way above the trend line and we've been trying to get back to that trend line since. In in 2019 we were at $500 billion a mo
A zero percent inflation rate may look elegant mathematically, but the mathematical model built represents no universe that any human being has ever lived in.Back then, Milton Friedman, the Nobel laureate, said that he thinks inflation target
Japan's recession during the 90's lasted over two decades and the stock market was flat for literally 20 plus years. It is considered one of the longest-running economic crises in recorded history. Mark Hall and Walter Kemmsies continue their d
A recent article in the Savannah paper reported the partnership between Hyundai and Georgia Tech on hydrogen technology. Even though E.V. just got here, could they be headed out already? The question is… is today's E.V. the Betamax of yesterday
The threat or the worry over recession has been the theme or a sub-theme for the last year. At the same time the stock market has been on a run. If we're so worried about a recession, why does the stock market continue to climb?A recession has
China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money to a lot of countries to build infrastructure. That infrastructure hasn’t really paid off. China also has a lot of infr
In this episode, Mark Hall and Dr. Walter Kemmsies discuss how circular economy works. The concept of recycling, renewables and repurposing can help increase profits. One case study on this podcast is Rivian Automotive. Their target for their p
A stock broker said to another stock broker: "We need chaos to make money. When is flat and predictable, nobody trades. We don't make money. What we need is turbulence." In this episode, Mark Hall and Dr. Walter Kemmsies discuss the $5 trillion
In this episode, Mark Hall and Dr. Walter Kemmsies continue their spirited discussion on biases. Sharing their personal experiences on how it affect business and personal decisions. "One in every ten people that looks at you, dislike you on sig
The Wall Street Journal wrote that, Ford electric vehicle owners will soon gain access to Tesla’s vast EV charging network, according to the CEOs of both companies. But Dr. Walter Kemmsies is still bias against electric vehicles. Mark Hall find
In this episode Mark Hall and Walter Kemmsies discuss Security vs Prosperity, market based system vs command system. A small group of people making all the decisions, deciding what you watch, what you wear and where to live. The constant tensio
In this episode, Mark Hall and Dr. Walter Kemmsies discuss how Vertical Integration work. In order to compete with big retailers like Amazon, Walmart and Target, mid size retailers combine resources to apply vertical integration in order to sav
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the state of the ports in the US. In August 2020, Top 10 port authorities around the country started to handle over 2 million imported containers (TUE) a month. That trend continue to 2
In this episode, Mark Hall and Dr. Walter Kemmsies discuss the convergence of missteps and mistakes this past year and a half. The firing and hiring of workers in the US. The $5 trillion fiscal and monetary stimuli. Political instability with R
In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock market does.northpointdev.comkemmsiesgroup.com
The present 2M alliance, Maersk and MSC to terminate their partnership effective January 2025. What impact will occur to the shipping industry when that happens?northpointdev.comkemmsiesgroup.com
In this episode, Mark Hall and Dr. Walter Kemmsies discuss Home Construction, affordable housing and infrastructure needed for the growing work force in the south east. Most communities want jobs and growth but the disconnect is in the will to
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