
Dr. Walter and Mark Hall discuss inflation and break down the current landscape and markers to look for. They discuss the difference in producers inflation vs consumer inflation and the effects of variable costs such as labor costs, transportation costs and basic commodity costs. Tune in as Dr. Walter shares his predictions and why he considers himself a fan of inflation.
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Nov 22, 2021
9 min

Dr. Walter Kemmsies and Mark Hall discuss the ongoing shipping crisis. With unprecedented consumer demand and incongruently low inventory levels it is driving up costs across the supply chain in everything from real estate prices to labor. The question is, will consumers be willing to bear the burden of the necessary price increases?
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Nov 22, 2021
9 min

Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
For more information on North Point and The Kemmsies Group, visit:
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Nov 22, 2021
8 min

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 requires more industrial space than an equivalent $1 spent at a brick and mortar. Dr. Walter shares his projections on both demand and inventory and the importance Gateway leaders working together.
For more information on North Point and The Kemmsies Group, visit:
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Nov 22, 2021
9 min

Dr. Walter Kemmsies and Mark Hall talk again about the ongoing shipping crisis. With a mad rush to get goods in to meet the surge in pent up demand, is now the time to hedge your bets and be a contrarian?
For more information on North Point and The Kemmsies Group, visit:
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Nov 22, 2021
8 min

In the first episode of Season 2, Mark and Walter discuss details of the Infrastructure Bill. Walter also unpacks how we define infrastructure based on three categories: physical infrastructure, social infrastructure and conventions.
For more information on North Point and The Kemmsies Group, visit:
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Sep 7, 2021
10 min

In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP, money supply, growth rates, velocity and productivity.
For more information on North Point and The Kemmsies Group, visit:
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Aug 6, 2021
8 min

Bitcoin is good. Dr. Walter and Mark decode cryptocurrency. It answers the big three questions: Is it a store of value? Is it commonly acceptable? And is it transportable?
For more information on North Point and The Kemmsies Group, visit:
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Jul 26, 2021
10 min

In episode 17, Mark and Walter talk manufacturing mega trends and the desire to reduce the carbon footprint while adding to the bottom line.
For more information on North Point and The Kemmsies Group, visit:
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kemmsiesgroup.com
Jul 14, 2021
10 min

Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16.
For more information on North Point and The Kemmsies Group, visit:
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kemmsiesgroup.com
Jul 9, 2021
10 min
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