North Point of View Castos https://northpointdev.com Mark Hall is a commercial real estate agent and land developer based in Savannah. His experience in the local market over the last 30 years gives him a unique level of expertise and knowledge. Mr. Hall’s approach to real estate is relationship-based. Throughout his career he has developed connections with community and municipal leaders which he harnesses for the benefit of his clients. Mr. Hall has helped acquire strategic tracts of land and get them entitled/rezoned for the large scale industrial warehousing and distribution centers. Collectively this represents over 3,200 acres of industrial development around the seaport. Dr. Walter Kemmsies is widely viewed as one of the foremost experts on ports, rail, and infrastructure in the U.S. His areas of expertise include demand forecasting, maritime and overall global trade regulatory issues, public and private port and infrastructure financing, and long term strategic planning and capital investment. Having worked in major cities all over the world, Walter has a global perspective which uniquely qualifies him as a global trade economist. Walter currently advises several major U.S. Port Authorities and is routinely asked to work on complex issues with various investment banks, private equity firms, and public regulatory agencies. Wed, 17 Dec 2025 13:23:43 +0000 en © 2021 US https://episodes.castos.com/60a2b93273f768-03818829/images/NPOV-Logo.jpg North Point of View https://northpointdev.com Mark Hall is a commercial real estate agent and land developer based in Savannah. His experience in the local market over the last 30 years gives him a unique level of expertise and knowledge. Mr. Hall’s approach to real estate is relationship-based. Throughout his career he has developed connections with community and municipal leaders which he harnesses for the benefit of his clients. Mr. Hall has helped acquire strategic tracts of land and get them entitled/rezoned for the large scale industrial warehousing and distribution centers. Collectively this represents over 3,200 acres of industrial development around the seaport. Dr. Walter Kemmsies is widely viewed as one of the foremost experts on ports, rail, and infrastructure in the U.S. His areas of expertise include demand forecasting, maritime and overall global trade regulatory issues, public and private port and infrastructure financing, and long term strategic planning and capital investment. Having worked in major cities all over the world, Walter has a global perspective which uniquely qualifies him as a global trade economist. Walter currently advises several major U.S. Port Authorities and is routinely asked to work on complex issues with various investment banks, private equity firms, and public regulatory agencies. North Point of View episodic Mark Hall is a commercial real estate agent and land developer based in Savannah. His experience in the local market over the last 30 years gives him a unique level of expertise and knowledge. Mr. Hall’s approach to real estate is relationship-based. Throughout his career he has developed connections with community and municipal leaders which he harnesses for the benefit of his clients. Mr. Hall has helped acquire strategic tracts of land and get them entitled/rezoned for the large scale industrial warehousing and distribution centers. Collectively this represents over 3,200 acres of industrial development around the seaport. Dr. Walter Kemmsies is widely viewed as one of the foremost experts on ports, rail, and infrastructure in the U.S. His areas of expertise include demand forecasting, maritime and overall global trade regulatory issues, public and private port and infrastructure financing, and long term strategic planning and capital investment. Having worked in major cities all over the world, Walter has a global perspective which uniquely qualifies him as a global trade economist. Walter currently advises several major U.S. Port Authorities and is routinely asked to work on complex issues with various investment banks, private equity firms, and public regulatory agencies. North Point of View northpointofview@gmail.com false https://feeds.castos.com/d5q4q yes <![CDATA[Disrupt or Die: Technology’s Takeover of Logistics]]> Wed, 17 Dec 2025 13:23:43 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2293123 https://northpointofview.castos.com/episodes/disrupt-or-die-technologys-takeover-of-logistics Technology is transforming logistics and supply chains at a pace few anticipated. From AI-driven forecasting to real-time visibility and automation, digital tools are reshaping how goods move across the globe. But as technology takes a larger role, critical questions emerge: Are supply chains becoming more resilient—or more dependent? In this episode, we explore how technology is redefining logistics, where it delivers real value, and where human judgment still matters most.

]]> false Technology is transforming logistics and supply chains at a pace few anticipated. From AI-driven forecasting to real-time visibility and automation, digital tools are reshaping how goods move across the globe. But as technology takes a larger role, critical questions emerge: Are supply chains becoming more resilient—or more dependent? In this episode, we explore how technology is redefining logistics, where it delivers real value, and where human judgment still matters most.

]]> 00:10:54 <![CDATA[Tariff Fallout: Protecting Your Supply Chain]]> Wed, 10 Dec 2025 13:16:06 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2282147 https://northpointofview.castos.com/episodes/tariff-fallout-protecting-your-supply-chain In this episode, Mark Hall and Dr. Walter Kemmsies discuss Tariff Risk Management by identifying and reducing the financial and operational impacts that arise from changes in import or export tariffs. The importance of monitoring trade policy, assessing cost exposure, and putting strategies in place—such as supplier diversification or tariff optimization—to keep costs stable and protect supply chain performance.

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss Tariff Risk Management by identifying and reducing the financial and operational impacts that arise from changes in import or export tariffs. The importance of monitoring trade policy, assessing cost exposure, and putting strategies in place—such as supplier diversification or tariff optimization—to keep costs stable and protect supply chain performance.

]]> 00:17:22 <![CDATA[The Truth About A.I. Nobody Wants to Admit]]> Wed, 03 Dec 2025 14:12:39 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2265903 https://northpointofview.castos.com/episodes/the-truth-about-ai-nobody-wants-to-admit In this episode, Mark Hall and Dr. Walter Kemmsies discuss how artificial intelligence is still in its infancy—impressive but early in its development. While A.I. can analyze patterns and generate creative ideas, it often lacks true understanding and common-sense reasoning. It’s evolving quickly and holds enormous potential, but it also requires careful guidance and responsible development.

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss how artificial intelligence is still in its infancy—impressive but early in its development. While A.I. can analyze patterns and generate creative ideas, it often lacks true understanding and common-sense reasoning. It’s evolving quickly and holds enormous potential, but it also requires careful guidance and responsible development.

]]> 00:18:02 <![CDATA[A Realistic Outlook on EVs]]> Fri, 21 Nov 2025 13:09:31 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2236068 https://northpointofview.castos.com/episodes/a-realistic-outlook-on-evs In this episode, Mark Hall and Dr. Walter Kemmsies discuss the current state of electric vehicles—highlighting that while they are cheaper to run, cleaner, and well-suited for daily driving, they still face challenges such as limited charging access, reduced range in cold weather, higher upfront costs, and slower long-distance charging, making them an important part of the future but not a perfect solution for everyone.

]]> full false In this episode, Mark Hall and Dr. Walter Kemmsies discuss the current state of electric vehicles—highlighting that while they are cheaper to run, cleaner, and well-suited for daily driving, they still face challenges such as limited charging access, reduced range in cold weather, higher upfront costs, and slower long-distance charging, making them an important part of the future but not a perfect solution for everyone.

]]> 00:15:35 <![CDATA[There's A Better Way: DOGE, Shipping & Government Interference]]> Wed, 23 Apr 2025 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2018064 https://northpointofview.castos.com/episodes/theres-a-better-way-doge-shipping-government-interference In this episode, Mark Hall and Dr. Walter Kemmsies critique both the Republican and Democratic administrations on A Better Way of doing things. From DOGE to Shipping and the importance of a Free Market Economy.

Email Gong Show host's name to: phillip@northpointdev.com

Please include the following:

Full name

Age

Mailing address

 

#doge #trump #shipping #china #xijinping #elonmusk #tariffs #socialsecurity

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies critique both the Republican and Democratic administrations on A Better Way of doing things. From DOGE to Shipping and the importance of a Free Market Economy.

Email Gong Show host's name to: phillip@northpointdev.com

Please include the following:

Full name

Age

Mailing address

 

#doge #trump #shipping #china #xijinping #elonmusk #tariffs #socialsecurity

]]> 00:15:36 <![CDATA[Its The Economy, STUPID! What To Expect From A Looming Recession]]> Wed, 16 Apr 2025 13:53:28 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2014291 https://northpointofview.castos.com/episodes/its-the-economy-stupid-what-to-expect-from-a-looming-recession As of April 2025, the U.S. economy presents a complex picture regarding the likelihood of a near-term recession. Economic indicators are mixed, with some suggesting potential challenges ahead, while others point to resilience.​ In this episode Mark Hall and Walter Kemmsies discuss about the economy and the likelihood of a recession.

 

#recession #recessionrisk #tariffs #economy #usforeignpolicy #investing #unemployment #stockmarket

]]> false As of April 2025, the U.S. economy presents a complex picture regarding the likelihood of a near-term recession. Economic indicators are mixed, with some suggesting potential challenges ahead, while others point to resilience.​ In this episode Mark Hall and Walter Kemmsies discuss about the economy and the likelihood of a recession.

 

#recession #recessionrisk #tariffs #economy #usforeignpolicy #investing #unemployment #stockmarket

]]> 00:14:52 <![CDATA[Trump Tariffs: Its Painful Now But Good For America In The Long Run?]]> Wed, 09 Apr 2025 12:55:10 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2010174 https://northpointofview.castos.com/episodes/tariffs-1 Some countries impose higher tariffs on U.S. goods compared to the tariffs the U.S. imposes on their products. This can hurt U.S. exporters because they face higher costs to access foreign markets. For example, China has historically imposed higher tariffs on some U.S. goods compared to the U.S. tariff rates on Chinese products.

Trump’s administration claimed that many countries, especially China, were engaging in unfair trade practices, such as intellectual property theft, forced technology transfers, and currency manipulation. The tariffs were seen as a tool to pressure China and other trading partners to address these issues and adhere to international trade rules.

]]> false Some countries impose higher tariffs on U.S. goods compared to the tariffs the U.S. imposes on their products. This can hurt U.S. exporters because they face higher costs to access foreign markets. For example, China has historically imposed higher tariffs on some U.S. goods compared to the U.S. tariff rates on Chinese products.

Trump’s administration claimed that many countries, especially China, were engaging in unfair trade practices, such as intellectual property theft, forced technology transfers, and currency manipulation. The tariffs were seen as a tool to pressure China and other trading partners to address these issues and adhere to international trade rules.

]]> 00:16:59 <![CDATA[The Truth About US Foreign Policy: The Story Behind The Story]]> Wed, 09 Apr 2025 12:46:37 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/2010172 https://northpointofview.castos.com/episodes/the-truth-about-us-foreign-policy-the-story-behind-the-story U.S. foreign policy has had a significant and lasting impact on the world in various ways. Its objectives are generally centered on promoting national security, economic prosperity, democratic values, and global stability. The strategies and policies pursued by the United States over time have shaped international relations, economies, and even the internal dynamics of other nations. In this episode, Mark Hall and Dr. Walter Kemmsies discuss the truth behind some of the policies.

To view the podcast on YouTube please click on the link:

The Truth About US Foreign Policy: The Story Behind The Story

]]> false U.S. foreign policy has had a significant and lasting impact on the world in various ways. Its objectives are generally centered on promoting national security, economic prosperity, democratic values, and global stability. The strategies and policies pursued by the United States over time have shaped international relations, economies, and even the internal dynamics of other nations. In this episode, Mark Hall and Dr. Walter Kemmsies discuss the truth behind some of the policies.

To view the podcast on YouTube please click on the link:

The Truth About US Foreign Policy: The Story Behind The Story

]]> 00:16:47 <![CDATA[Mergers and Acquisitions in the Auto Industry: Consolidate or Perish]]> Wed, 05 Mar 2025 13:10:38 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1986458 https://northpointofview.castos.com/episodes/mergers-and-acquisitions-in-the-auto-industry-consolidate-or-perish In this episode, Mark Hall and Dr. Walter Kemmsies discuss Mergers and Acquisitions (M&A) in the auto industry. Automakers are driven by various factors such as the transition to electric vehicles (EVs), new technological developments, global competition, and the need for economies of scale. Increasingly, they are looking to expand into emerging markets like China, India, and Southeast Asia, where the demand for automobiles is growing rapidly. This can lead to acquisitions of local players or partnerships with regional manufacturers.

 

#automaker #honda #nissan #tariffs #gm #tesla #realestate #automobile #mergersandacquisitions #mergers #consolidate #ev #electricvehicles

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss Mergers and Acquisitions (M&A) in the auto industry. Automakers are driven by various factors such as the transition to electric vehicles (EVs), new technological developments, global competition, and the need for economies of scale. Increasingly, they are looking to expand into emerging markets like China, India, and Southeast Asia, where the demand for automobiles is growing rapidly. This can lead to acquisitions of local players or partnerships with regional manufacturers.

 

#automaker #honda #nissan #tariffs #gm #tesla #realestate #automobile #mergersandacquisitions #mergers #consolidate #ev #electricvehicles

]]> 00:14:40 <![CDATA[Northpoint of View: Why is DeepSeek a big deal?]]> Wed, 26 Feb 2025 15:52:11 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1982398 https://northpointofview.castos.com/episodes/northpoint-of-view-why-is-deepseek-a-big-deal In this episode, Mark Hall and Dr. Walter Kemmsies discuss what is DeepSeek and how it shifted the balance of the A.I. arms race essentially ending US dominance.

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss what is DeepSeek and how it shifted the balance of the A.I. arms race essentially ending US dominance.

]]> 00:15:57 <![CDATA[Northpoint of View: Special Guest Bill Glass, National Home Builders Association Board Member]]> Wed, 19 Feb 2025 15:41:22 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1977036 https://northpointofview.castos.com/episodes/northpoint-of-view-special-guest-bill-glass-national-home-builders-association-board-member In this episode, Mark Hall chat with special guest Bill Glass, Legal Affairs Committee for the National Home Builders Association and Board Member. Mr. Glass is also an attorney at Weiner Shearouse Weitz Greenberg & Shawe, LLP and a long time friend and strategic ally for Northpoint.

]]> false In this episode, Mark Hall chat with special guest Bill Glass, Legal Affairs Committee for the National Home Builders Association and Board Member. Mr. Glass is also an attorney at Weiner Shearouse Weitz Greenberg & Shawe, LLP and a long time friend and strategic ally for Northpoint.

]]> 00:12:49 <![CDATA[Northpoint of View: Trump's Tariffs and How It Will Affect You]]> Wed, 12 Feb 2025 13:46:26 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1971371 https://northpointofview.castos.com/episodes/northpoint-of-view-trumps-tariffs-and-how-it-will-affect-you In this episode, Mark Hall and Dr. Walter Kemmsies discuss:

Seven questions we should be asking about the Trump’s Tariffs.

1. What will Trump do now and down the road.

2. What percentage of goods consumed in the U.S., can be manufactured entirely in the U.S.?

3. Will tariffs be across the board or selective?

4. How will foreign exchange rates move?

5. Even if U.S. imported goods volume decline, could there be winners and losers?


6. How will trading partners, who have had 4 years to prepare for a second trade war, react?
7. Will Chinese companies be able to continue using the Japanese companies’ Reagan/Bush era playbook?

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss:

Seven questions we should be asking about the Trump’s Tariffs.

1. What will Trump do now and down the road.

2. What percentage of goods consumed in the U.S., can be manufactured entirely in the U.S.?

3. Will tariffs be across the board or selective?

4. How will foreign exchange rates move?

5. Even if U.S. imported goods volume decline, could there be winners and losers?


6. How will trading partners, who have had 4 years to prepare for a second trade war, react?
7. Will Chinese companies be able to continue using the Japanese companies’ Reagan/Bush era playbook?

]]> 00:18:59 <![CDATA[North Point of View: Mark Hall on Developing Business Relationships]]> Wed, 15 Jan 2025 13:44:28 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1940958 https://northpointofview.castos.com/episodes/north-point-of-view-mark-hall-on-developing-business-relationships In this episode, Mark Hall and Dr. Walter Kemmsies discuss the importance of Developing Business Relationships.
Excerpt, Mark Hall: A lot of what we do is simply building relationships, and the one of the things that we've been talking a lot about lately is being relational rather than transactional. A lot of things, you just you can't hurry, and if you try to, then it really reveals the intent. That is just 'get on with the transaction'. Whatever it is, at the end of the day, a long term relationship with somebody and to have a business history with somebody, you just spent time with them.

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss the importance of Developing Business Relationships.
Excerpt, Mark Hall: A lot of what we do is simply building relationships, and the one of the things that we've been talking a lot about lately is being relational rather than transactional. A lot of things, you just you can't hurry, and if you try to, then it really reveals the intent. That is just 'get on with the transaction'. Whatever it is, at the end of the day, a long term relationship with somebody and to have a business history with somebody, you just spent time with them.

]]> 00:14:17 <![CDATA[North Point of View: 2025 Predictions]]> Wed, 08 Jan 2025 13:52:03 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1936606 https://northpointofview.castos.com/episodes/north-point-of-view-2025-predictions In this episode, Mark Hall and Dr. Walter Kemmsies discuss their predictions for 2025.

Excerpt: We as a market with 330 million people, but the real middle class is in Asia. It's in Africa and Latin America, other underdeveloped countries. That's where the 4 billion strong middle class is really centered. Apple is making phones in India. Tesla is also making cars in India. The future is India. India just opened a new container terminal to the south of Mama Shiva and they're improving the infrastructure, which was the other part of that Indian development. Folks don't bet against India.

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss their predictions for 2025.

Excerpt: We as a market with 330 million people, but the real middle class is in Asia. It's in Africa and Latin America, other underdeveloped countries. That's where the 4 billion strong middle class is really centered. Apple is making phones in India. Tesla is also making cars in India. The future is India. India just opened a new container terminal to the south of Mama Shiva and they're improving the infrastructure, which was the other part of that Indian development. Folks don't bet against India.

]]> 00:18:10 <![CDATA[North Point of View: Artificial Intelligence]]> Wed, 18 Dec 2024 12:39:10 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1923093 https://northpointofview.castos.com/episodes/north-point-of-view-artificial-intelligence-1 Excerpt:

Mark: About a month ago, we were investigating the context of some of the work we were doing in Africa with our with our nonprofit, I was talking with my daughter about a long range project of getting the background on every country on the continent of Africa in terms of political stability. I just threw it out there, let's gather this information maybe over the next couple of months. Well, the next morning, she sent me a report and she had used ChatGPT. Obviously there were gaps but the fact that we had a framework from which to work in a matter of minutes rather than months was amazing.

Walter: But here's the scary part. What was missing in that report? You don't know exactly. There were things that you could see, and then there were things you couldn't see. Then some of the information was just inaccurate. But to get you started, man it's a great tool in that sense.

]]> false Excerpt:

Mark: About a month ago, we were investigating the context of some of the work we were doing in Africa with our with our nonprofit, I was talking with my daughter about a long range project of getting the background on every country on the continent of Africa in terms of political stability. I just threw it out there, let's gather this information maybe over the next couple of months. Well, the next morning, she sent me a report and she had used ChatGPT. Obviously there were gaps but the fact that we had a framework from which to work in a matter of minutes rather than months was amazing.

Walter: But here's the scary part. What was missing in that report? You don't know exactly. There were things that you could see, and then there were things you couldn't see. Then some of the information was just inaccurate. But to get you started, man it's a great tool in that sense.

]]> 00:20:46 <![CDATA[North Point of View: 2024 Election]]> Tue, 10 Dec 2024 20:02:36 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1918485 https://northpointofview.castos.com/episodes/north-point-of-view-2024-election In this episode, Mark Hall and Dr. Walter Kemmsies discuss the 2024 Election.

Excerpts: Let's take a look at the Biden and we'll take a look at what it's likely to happen under Trump. Under Biden, we passed the IJA that was the Infrastructure Investment for Jobs Act, and then we passed the Inflation Reduction Act, which did the opposite. Under Biden, a lot of money got spent on infrastructure. Some of it was appropriately spent for national security reasons. This is not a pick on China, Russia, Iran, or North Korea. It just simply that during Covid, America was smacked in the head with the two by four with an important lesson. You cannot depend on the world economy to do what you want it to do. If Covid hits and you don't have enough masks and you don't have enough medical equipment, and the whole world has got Covid, if you snap your fingers, guess what the answer is? Get lost! And so we struggled.

He failed to convince the consumer. There were other things that should have been invested in for manufacturing in the U.S. that didn't get done. So 60% of all that boom in construction, spending, construction and manufacturing was for EV and EV related stuff. Some of it's good, some of it was too much, and then the rest should have been for medical equipment, pharmaceuticals, other things. When the proverbial crap hits the fan. You can, use the Defense Procurement Act and tell American companies to make these things that we need because of a national emergency.

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss the 2024 Election.

Excerpts: Let's take a look at the Biden and we'll take a look at what it's likely to happen under Trump. Under Biden, we passed the IJA that was the Infrastructure Investment for Jobs Act, and then we passed the Inflation Reduction Act, which did the opposite. Under Biden, a lot of money got spent on infrastructure. Some of it was appropriately spent for national security reasons. This is not a pick on China, Russia, Iran, or North Korea. It just simply that during Covid, America was smacked in the head with the two by four with an important lesson. You cannot depend on the world economy to do what you want it to do. If Covid hits and you don't have enough masks and you don't have enough medical equipment, and the whole world has got Covid, if you snap your fingers, guess what the answer is? Get lost! And so we struggled.

He failed to convince the consumer. There were other things that should have been invested in for manufacturing in the U.S. that didn't get done. So 60% of all that boom in construction, spending, construction and manufacturing was for EV and EV related stuff. Some of it's good, some of it was too much, and then the rest should have been for medical equipment, pharmaceuticals, other things. When the proverbial crap hits the fan. You can, use the Defense Procurement Act and tell American companies to make these things that we need because of a national emergency.

]]> 00:16:15 <![CDATA[North Point of View: 2024 Recap]]> Wed, 04 Dec 2024 16:52:40 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1914034 https://northpointofview.castos.com/episodes/north-point-of-view-2024-recap In this episode, Mark Hall and Dr. Walter Kemmsies did a recap for 2024.

Excerpt:

Mark:
The economy's slowing down and everybody completely obsessed with the election, nobody made any moves last year or are very few.

Walter:
That's right. They didn't, and part of it is because we've got an awful lot of young and inexperienced people telling us what's going to happen in capital markets and, putting together their interest rate predictions and, seemingly unable to read a chart. Yeah, I'm slamming the guys on Wall Street and I'm slamming the guys in real estate into capital markets because, you know, really, this wasn't the year for amateur hour.

 

#savannah #savannahrealestate #savannahga #wsj

]]> false In this episode, Mark Hall and Dr. Walter Kemmsies did a recap for 2024.

Excerpt:

Mark:
The economy's slowing down and everybody completely obsessed with the election, nobody made any moves last year or are very few.

Walter:
That's right. They didn't, and part of it is because we've got an awful lot of young and inexperienced people telling us what's going to happen in capital markets and, putting together their interest rate predictions and, seemingly unable to read a chart. Yeah, I'm slamming the guys on Wall Street and I'm slamming the guys in real estate into capital markets because, you know, really, this wasn't the year for amateur hour.

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:13:15 <![CDATA[North Point of View: The Story of Two Canals]]> Thu, 16 May 2024 14:07:51 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1743679 https://northpointofview.castos.com/episodes/north-point-of-view-the-story-of-two-canals 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 major threat to the East Coast.

Walter: The Houthi rebels received a lot of weaponry from Iran and they used the the weaponry to shoot at defenseless commercial ships. It's just an act of cowardice and stupidity. China made some kind of peace with the Houthis, and then the Houthis turned around and shot a Chinese container ship. They're pirates and they're not very smart pirates. In the very beginning, they shot a ship that had been leased by the Israelis. Then at the end of the of the year, it had been released to a Chinese entity. The Chinese were sailing it through the canal and the Houthis, took potshots at it. China is like, what the hell? We're not Israel, because the Houthis were only shooting at Israeli ships at the time. What happens is the database they were using on which ships are registered to whom you can read on the ship, the AIS signals. Well, there's AIS signals that come off the ships and you can go online to marinetraffic.com and you can see which ship it is. The problem is your ship registration database is old by about three months and so ooops.

#savannah #savannahrealestate #savannahga #wsj #panamacanal #suezcanal

]]> false 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 major threat to the East Coast.

Walter: The Houthi rebels received a lot of weaponry from Iran and they used the the weaponry to shoot at defenseless commercial ships. It's just an act of cowardice and stupidity. China made some kind of peace with the Houthis, and then the Houthis turned around and shot a Chinese container ship. They're pirates and they're not very smart pirates. In the very beginning, they shot a ship that had been leased by the Israelis. Then at the end of the of the year, it had been released to a Chinese entity. The Chinese were sailing it through the canal and the Houthis, took potshots at it. China is like, what the hell? We're not Israel, because the Houthis were only shooting at Israeli ships at the time. What happens is the database they were using on which ships are registered to whom you can read on the ship, the AIS signals. Well, there's AIS signals that come off the ships and you can go online to marinetraffic.com and you can see which ship it is. The problem is your ship registration database is old by about three months and so ooops.

#savannah #savannahrealestate #savannahga #wsj #panamacanal #suezcanal

]]> 00:09:03 <![CDATA[North Point of View: Student Loans and a Four Year College Degree]]> Tue, 27 Feb 2024 21:35:04 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1673262 https://northpointofview.castos.com/episodes/north-point-of-view-the-failure-of-a-four-year-college-degree-and-student-loans 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 the student debt for a lot of students, not every student, but for certain students, it should be forgiven. They borrowed money because the college education was going to give them a higher income so that they could pay off the debt. But I think the vast majority of students, they got this education and they can't use it to make enough money to pay off the debt that they have.

So the university system has effectively stolen money and wealth from kids who went to their colleges. It’s insidious the way universities and colleges do it. The students weren't properly trained. They weren't set up to have a career. The point of going to college was to get educated so you could do things. Now you go to college simply to get a diploma that says, I graduated from college.

#savannah #savannahrealestate #savannahga #wsj #studentloandebt #studentloanforgiveness #collegedegree

]]> false 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 the student debt for a lot of students, not every student, but for certain students, it should be forgiven. They borrowed money because the college education was going to give them a higher income so that they could pay off the debt. But I think the vast majority of students, they got this education and they can't use it to make enough money to pay off the debt that they have.

So the university system has effectively stolen money and wealth from kids who went to their colleges. It’s insidious the way universities and colleges do it. The students weren't properly trained. They weren't set up to have a career. The point of going to college was to get educated so you could do things. Now you go to college simply to get a diploma that says, I graduated from college.

#savannah #savannahrealestate #savannahga #wsj #studentloandebt #studentloanforgiveness #collegedegree

]]> 00:16:58 <![CDATA[North Point of View: The Apology Tour: What Recession?]]> Tue, 20 Feb 2024 21:25:34 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1666370 https://northpointofview.castos.com/episodes/north-point-of-view-the-apology-tour-what-recession 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 was a recession. In fact, I think the 2023 recession was everywhere but in the data. But we don't have the last bit of data for the last two months. Right. Let's get him to come on. So he got up and the first thing he did was we have to apologize as there was no recession. So during the Q&A, I referred to it to him as being on the apology tour. So now everybody say no recession for this year (2024). That's the consensus view.

Mark: The soft landing, which of course, when everybody says it, then that's when I get worried.

 

#savannah #savannahrealestate #savannahga #wsj #recession2023 #recession #transportation #houthi #yemen

]]> false 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 was a recession. In fact, I think the 2023 recession was everywhere but in the data. But we don't have the last bit of data for the last two months. Right. Let's get him to come on. So he got up and the first thing he did was we have to apologize as there was no recession. So during the Q&A, I referred to it to him as being on the apology tour. So now everybody say no recession for this year (2024). That's the consensus view.

Mark: The soft landing, which of course, when everybody says it, then that's when I get worried.

 

#savannah #savannahrealestate #savannahga #wsj #recession2023 #recession #transportation #houthi #yemen

]]> 00:12:32 <![CDATA[North Point of View: Artificial Intelligence]]> Tue, 13 Feb 2024 21:47:59 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1660765 https://northpointofview.castos.com/episodes/north-point-of-view-artificial-intelligence 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 software. You just got to make sure you've got enough sensors and the sensors, conveying location information, then we should be fine. To me, that's the problem with the robot. So the more sensors you put in there, I think the better it will operate because, they can't see. The technology is blind. Read The Singularity, a book by Ray Kurzweil. He basically says around 2040 we'll have machines that will be able to repair themselves, but also to invent themselves. This is also where you get a little worried about those, doomsday science fiction stories where the machines take over the world.

#raykurzweil #savannah #savannahrealestate #savannahga #wsj #ai #artificialintelligence

]]> false 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 software. You just got to make sure you've got enough sensors and the sensors, conveying location information, then we should be fine. To me, that's the problem with the robot. So the more sensors you put in there, I think the better it will operate because, they can't see. The technology is blind. Read The Singularity, a book by Ray Kurzweil. He basically says around 2040 we'll have machines that will be able to repair themselves, but also to invent themselves. This is also where you get a little worried about those, doomsday science fiction stories where the machines take over the world.

#raykurzweil #savannah #savannahrealestate #savannahga #wsj #ai #artificialintelligence

]]> 00:16:51 <![CDATA[North Point of View: China in Crisis]]> Wed, 07 Feb 2024 13:34:24 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1656543 https://northpointofview.castos.com/episodes/north-point-of-view-china-in-crisis 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 the bank because deposits they made for the construction of apartments or houses, it's not happening. These developers don't have the money and they can't proceed. When you go to the bank to get your money, you can't get your money. What we've seen in the last six, seven, eight months is actual protests outside the banks and in the streets. In China, that's a no no. The population is getting angry and picking up sticks and clubs and whatever they can, because, you know, this is how revolutions get started.

 

#savannah #savannahrealestate #savannahga #wsj #chinanews #china #evergrandecrisis #evergrande

]]> false 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 the bank because deposits they made for the construction of apartments or houses, it's not happening. These developers don't have the money and they can't proceed. When you go to the bank to get your money, you can't get your money. What we've seen in the last six, seven, eight months is actual protests outside the banks and in the streets. In China, that's a no no. The population is getting angry and picking up sticks and clubs and whatever they can, because, you know, this is how revolutions get started.

 

#savannah #savannahrealestate #savannahga #wsj #chinanews #china #evergrandecrisis #evergrande

]]> 00:10:20 <![CDATA[North Point of View: Post COVID and Labor Shortages]]> Wed, 24 Jan 2024 09:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1639581 https://northpointofview.castos.com/episodes/north-point-of-view-post-covid-and-labor-shortages 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 that was enough to sustain GDP growth of 2 to 3 and a half percent. And so I could do a lot of good calculations based off of demographic growth. Look at Japan, they have positive GDP growth, but they have negative population growth.

Negative workforce growth is still shrinking. Japan is what I've been looking at the most and all the adaptation that they've had to do. The simple example is in Japan, they don't have enough medical people. We don't either but you go online in Japan and you say, I'm sick, and then the A.I. comes and this is ten years ago.

It's not just recent, not this A.I. bullshit, that we're talking about these few years. This goes back then because doctors are viewed as encyclopedias. You list the symptoms, the symptoms are consistent with these diseases. Then you ask a few more questions to narrow it down. And these last two diseases get the same medical treatment. Then it's reviewed by a nurse. And if the nurse isn't sure, they check with the doctor. But basically the nurse clicks the box and prescription sent to the pharmacy, and then the pharmacy then deliver it to your house. That's where we need to go.

 

#savannah #savannahrealestate #savannahga #wsj

]]> full false 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 that was enough to sustain GDP growth of 2 to 3 and a half percent. And so I could do a lot of good calculations based off of demographic growth. Look at Japan, they have positive GDP growth, but they have negative population growth.

Negative workforce growth is still shrinking. Japan is what I've been looking at the most and all the adaptation that they've had to do. The simple example is in Japan, they don't have enough medical people. We don't either but you go online in Japan and you say, I'm sick, and then the A.I. comes and this is ten years ago.

It's not just recent, not this A.I. bullshit, that we're talking about these few years. This goes back then because doctors are viewed as encyclopedias. You list the symptoms, the symptoms are consistent with these diseases. Then you ask a few more questions to narrow it down. And these last two diseases get the same medical treatment. Then it's reviewed by a nurse. And if the nurse isn't sure, they check with the doctor. But basically the nurse clicks the box and prescription sent to the pharmacy, and then the pharmacy then deliver it to your house. That's where we need to go.

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:18:07 <![CDATA[North Point of View: The Long and Winding Road]]> Wed, 17 Jan 2024 14:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1635902 https://northpointofview.castos.com/episodes/north-point-of-view-the-long-and-winding-road 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 industries. I was on the government's corona virus task force in 2020, and we needed to know what really, really had to be protected. My contribution was included the DOD website.

We were extremely dependent on China for our supply of active pharmaceutical ingredients. That didn't make sense to be 95% dependent on a single country. That's stupid. What happened during COVID proved exactly the point that you shouldn't be so dependent. China shut down exports of a lot of things, and especially in the medical area. There's no judgment there on China, its just that and any country could have done that.

 

#savannah #savannahrealestate #savannahga #wsj

]]> false 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 industries. I was on the government's corona virus task force in 2020, and we needed to know what really, really had to be protected. My contribution was included the DOD website.

We were extremely dependent on China for our supply of active pharmaceutical ingredients. That didn't make sense to be 95% dependent on a single country. That's stupid. What happened during COVID proved exactly the point that you shouldn't be so dependent. China shut down exports of a lot of things, and especially in the medical area. There's no judgment there on China, its just that and any country could have done that.

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:18:44 <![CDATA[North Point of View: 2024 Projection]]> Wed, 10 Jan 2024 14:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1629974 https://northpointofview.castos.com/episodes/north-point-of-view-2024-projection 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, several months or could be years. So it's a very volatile year. Just looking at it from that perspective, no end in sight with Putin and the war in Ukraine. It’s also an election year and the politics in the U.S. are kind of ugly, but what do we tell people about the stock market during the election year? Buy stocks. They always did better in election years than almost any other years. So you've got these two forces against each other. I'm going to stay in the stocks and biting my nails and trying not to look at my 401k.

 

#savannah #savannahrealestate #savannahga #wsj

]]> false 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, several months or could be years. So it's a very volatile year. Just looking at it from that perspective, no end in sight with Putin and the war in Ukraine. It’s also an election year and the politics in the U.S. are kind of ugly, but what do we tell people about the stock market during the election year? Buy stocks. They always did better in election years than almost any other years. So you've got these two forces against each other. I'm going to stay in the stocks and biting my nails and trying not to look at my 401k.

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:16:00 <![CDATA[North Point of View: 2023 In Review]]> Sun, 31 Dec 2023 19:57:57 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1625180 https://northpointofview.castos.com/episodes/northpoint-of-view 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 month of retail sales. One would have said that by 2023 we're going to be maybe at $550 billion but we're currently at $600 billion a month and we've been there now for 18 months. Right now it's still nail biting territory for retails companies like Macy's, Walmart, Amazon or Target. The big fear is how do we converge back to the trend line? And if you do converge, is it by sales falling like a rock, recession or is it by over time where the difference begins to fade away?

Tune in to find out what grade Jerome Powell and the Federal Reserve get from Prof. Kemmsies.

 

#savannah #savannahrealestate #savannahga #wsj

]]> false 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 month of retail sales. One would have said that by 2023 we're going to be maybe at $550 billion but we're currently at $600 billion a month and we've been there now for 18 months. Right now it's still nail biting territory for retails companies like Macy's, Walmart, Amazon or Target. The big fear is how do we converge back to the trend line? And if you do converge, is it by sales falling like a rock, recession or is it by over time where the difference begins to fade away?

Tune in to find out what grade Jerome Powell and the Federal Reserve get from Prof. Kemmsies.

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:16:25 <![CDATA[North Point of View: Some Inflation is Good]]> Wed, 25 Oct 2023 12:50:05 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1583857 https://northpointofview.castos.com/episodes/north-point-of-view-some-inflation-is-good 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 should be two percent. He didn't say zero, and there were a lot of economic commentaries about this. If you target zero percent inflation, you're making it really, really hard for a new company to emerge and drive productivity growth through the economy and take us into the future.

In today's economy, two percent may not be the answer either. So how much inflation is good?

 

#savannah #savannahrealestate #savannahga #wsj

]]> false 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 should be two percent. He didn't say zero, and there were a lot of economic commentaries about this. If you target zero percent inflation, you're making it really, really hard for a new company to emerge and drive productivity growth through the economy and take us into the future.

In today's economy, two percent may not be the answer either. So how much inflation is good?

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:12:49 <![CDATA[North Point of View: Is Today's China Yesterday's Japan?]]> Wed, 18 Oct 2023 13:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1576796 https://northpointofview.castos.com/episodes/north-point-of-view-is-todays-china-yesterdays-japan 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 discussion from previous episode regarding China's current debt situation and what are the parallels with Japan of the 90's.

 

#savannah #savannahrealestate #savannahga #wsj

]]> false 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 discussion from previous episode regarding China's current debt situation and what are the parallels with Japan of the 90's.

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:11:31 <![CDATA[North Point of View: Is E.V. the Betamax of yesterday? Hydrogen is the answer?]]> Wed, 11 Oct 2023 16:11:33 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1572951 https://northpointofview.castos.com/episodes/north-point-of-view-is-ev-the-betamax-of-yesterday 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?

Hyundai announced in Savannah their big presentation, they mentioned hydrogen four times and E.V. twice. Is that a sign of what’s to come?

A year ago, an interview given by Mr. Toyoda (CEO of Toyota Motor Co.) said he had very serious doubts about the E.V.s. He wasn't buying in. He felt that it was dangerous not to also invest in hydrogen.

 

#savannah #savannahrealestate #savannahga #wsj #hyundai #geogiatech #hydrogencars

]]> false 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?

Hyundai announced in Savannah their big presentation, they mentioned hydrogen four times and E.V. twice. Is that a sign of what’s to come?

A year ago, an interview given by Mr. Toyoda (CEO of Toyota Motor Co.) said he had very serious doubts about the E.V.s. He wasn't buying in. He felt that it was dangerous not to also invest in hydrogen.

 

#savannah #savannahrealestate #savannahga #wsj #hyundai #geogiatech #hydrogencars

]]> 00:09:10 <![CDATA[North Point of View: If We Are Going Into A Recession, Why Has the Stock Market Been Going Up?]]> Wed, 04 Oct 2023 13:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1567106 https://northpointofview.castos.com/episodes/north-point-of-view-if-we-are-going-into-a-recession-why-has-the-stock-market-been-going-up 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 been predicted now for the last 12 months and the economy seems to be sort of chugging along pretty well. But why would you be concerned? One is the yield curve has been inverted. When the yield curve inverts, inevitably there's a recession soon after. But when you look at the history of this indicator, you don't get the recession until the yield curve un-inverts but currently it’s still inverted.

]]> false 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 been predicted now for the last 12 months and the economy seems to be sort of chugging along pretty well. But why would you be concerned? One is the yield curve has been inverted. When the yield curve inverts, inevitably there's a recession soon after. But when you look at the history of this indicator, you don't get the recession until the yield curve un-inverts but currently it’s still inverted.

]]> 00:17:24 <![CDATA[North Point of View: China's Debt]]> Wed, 27 Sep 2023 14:10:52 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1564344 https://northpointofview.castos.com/episodes/north-point-of-view-chinas-debt 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 infrastructure that’s not being used in some of the poorest cantons. High speed rails, multiple airports that have been empty they finally just shut it down. On the flip side, China is also the single largest owner of U.S. Government debt and it is making everyone nervous.

]]> false 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 infrastructure that’s not being used in some of the poorest cantons. High speed rails, multiple airports that have been empty they finally just shut it down. On the flip side, China is also the single largest owner of U.S. Government debt and it is making everyone nervous.

]]> 00:11:06 <![CDATA[North Point of View: Circular Economy]]> Wed, 12 Jul 2023 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1488392 https://northpointofview.castos.com/episodes/north-point-of-view-circular-economy 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 products is net zero. Both on the front end and back end. Tune in to find out how it's being done.

 

#savannah #savannahrealestate #savannahga #wsj #rivian #rivianstock

]]> false 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 products is net zero. Both on the front end and back end. Tune in to find out how it's being done.

 

#savannah #savannahrealestate #savannahga #wsj #rivian #rivianstock

]]> 00:13:21 <![CDATA[North Point of View: Confusion and Chaos]]> Wed, 05 Jul 2023 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1488390 https://northpointofview.castos.com/episodes/north-point-of-view-confusion-and-chaos 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 stimulus spending during the pandemic, supply chain issues. Are we going back to the trend line?

 

#savannah #savannahrealestate #savannahga #wsj

]]> false 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 stimulus spending during the pandemic, supply chain issues. Are we going back to the trend line?

 

#savannah #savannahrealestate #savannahga #wsj

]]> 00:13:48 <![CDATA[North Point of View: Communication Bias]]> Wed, 28 Jun 2023 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1488388 https://northpointofview.castos.com/episodes/north-point-of-view-communication-bias 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 sight for no know reason." Why is that? Tune in to find out. #malcolmgladwell #blink #savannah #savannahrealestate #savannahga #wsj

]]> false 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 sight for no know reason." Why is that? Tune in to find out. #malcolmgladwell #blink #savannah #savannahrealestate #savannahga #wsj

]]> 00:19:00 <![CDATA[North Point of View: Bias Against Electric Vehicles]]> Wed, 21 Jun 2023 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1486581 https://northpointofview.castos.com/episodes/north-point-of-view-bias-against-electric-vehicles 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 finds out why.

#wsj #savannah #savannahga #savannahrealestate #fordmotorcompany #tesla #teslastock #evcharging #evchargers

]]> false 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 finds out why.

#wsj #savannah #savannahga #savannahrealestate #fordmotorcompany #tesla #teslastock #evcharging #evchargers

]]> 00:14:13 <![CDATA[North Point of View: Security vs Prosperity]]> Wed, 14 Jun 2023 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1484948 https://northpointofview.castos.com/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 all the decisions, deciding what you watch, what you wear and where to live. The constant tension of open free market and monopolization of good and services. The discussion also delved into the topic of A.I. It's impact to an industry, advantages and concerns of this new technology.

]]> false 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 tension of open free market and monopolization of good and services. The discussion also delved into the topic of A.I. It's impact to an industry, advantages and concerns of this new technology.

]]> 00:18:40 <![CDATA[North Point of View: Going Vertical]]> Wed, 07 Jun 2023 10:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1484233 https://northpointofview.castos.com/episodes/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 and Target, mid size retailers combine resources to apply vertical integration in order to save time and money and gain an edge. Tune in to learn how to go vertical.

northpointdev.com

kemmsiesgroup.com

]]> false 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 save time and money and gain an edge. Tune in to learn how to go vertical.

northpointdev.com

kemmsiesgroup.com

]]> 00:11:52 <![CDATA[North Point of View: State of the Ports]]> Wed, 31 May 2023 11:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1483614 https://northpointofview.castos.com/episodes/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 authorities around the country started to handle over 2 million imported containers (TUE) a month. That trend continue to 25 consecutive months of peak season import volumes. The trucking industries and trains were stretched to the limit and unable to handle the volumes. Since August of 2022, we’re seeing a decline. Minus one percent in September. By March its down by 30 percent. Water’s been choppy but stabilization is on the horizon. A few months ago, for the first time in decades, New York and New Jersey surpass Long Beach volume. Tune in for more.

]]> full false 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 25 consecutive months of peak season import volumes. The trucking industries and trains were stretched to the limit and unable to handle the volumes. Since August of 2022, we’re seeing a decline. Minus one percent in September. By March its down by 30 percent. Water’s been choppy but stabilization is on the horizon. A few months ago, for the first time in decades, New York and New Jersey surpass Long Beach volume. Tune in for more.

]]> 00:14:13 <![CDATA[North Point of View: Comedy of Errors]]> Mon, 22 May 2023 12:57:45 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1483333 https://northpointofview.castos.com/episodes/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 and hiring of workers in the US. The $5 trillion fiscal and monetary stimuli. Political instability with Russia invading Ukraine, US provoking China over Taiwan. China’s reaction to COVID. Despite the errors, we're starting to see light at the end of the tunnel.

 

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]]> false 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 Russia invading Ukraine, US provoking China over Taiwan. China’s reaction to COVID. Despite the errors, we're starting to see light at the end of the tunnel.

 

northpointdev.com

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]]> 00:14:03 <![CDATA[North Point of View: Margin Compression]]> Wed, 08 Mar 2023 15:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1430645 https://northpointofview.castos.com/episodes/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 market does.

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]]> false 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.

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]]> 00:08:52 <![CDATA[North Point of View: Ocean carriers Maersk and MSC to part ways]]> Wed, 01 Mar 2023 18:57:26 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1427383 https://northpointofview.castos.com/episodes/ocean-carriers-maersk-and-msc-to-part-ways-in-2025 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?

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]]> false 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?

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]]> 00:09:29 <![CDATA[North Point of View: Home Construction]]> Wed, 22 Feb 2023 15:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1413096 https://northpointofview.castos.com/episodes/home-construction 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 provide the resources needed for it to happen.

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]]> false 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 provide the resources needed for it to happen.

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]]> 00:11:17 <![CDATA[North Point of View: Labor Force]]> Mon, 13 Feb 2023 17:46:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1410983 https://northpointofview.castos.com/episodes/labor-force Mark Hall and Dr. Walter Kemmsies discuss labor force. Unemployment fell to 3.4 percent. 517,000 new hire was shocking. Do we have an immigration policy in place? What is the Philips curve? Is our population shrinking? Tune in for clarity.

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]]> false Mark Hall and Dr. Walter Kemmsies discuss labor force. Unemployment fell to 3.4 percent. 517,000 new hire was shocking. Do we have an immigration policy in place? What is the Philips curve? Is our population shrinking? Tune in for clarity.

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]]> 00:10:32 <![CDATA[North Point of View: 2023: A year of UNCERTAINTY]]> Mon, 06 Feb 2023 16:56:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1403518 https://northpointofview.castos.com/episodes/2023-a-year-of-uncertainty In this episode, Mark Hall and Dr. Walter Kemmsies discuss the misconception of a recession, GDP contraction in the first three quarters and possible expansion on the fourth. Inflation has already peaked in July of last year and wage growth peaked in March of 2022.

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]]> false In this episode, Mark Hall and Dr. Walter Kemmsies discuss the misconception of a recession, GDP contraction in the first three quarters and possible expansion on the fourth. Inflation has already peaked in July of last year and wage growth peaked in March of 2022.

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]]> 00:09:24 <![CDATA[North Point of View: World Trade vs Globalization]]> Wed, 11 Jan 2023 13:16:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1374025 https://northpointofview.castos.com/episodes/world-trade-vs-globalization Mark Hall and Dr. Walter Kemmsies discuss the difference between World Trade and Globalization.

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]]> false Mark Hall and Dr. Walter Kemmsies discuss the difference between World Trade and Globalization.

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]]> 00:07:33 <![CDATA[North Point of View: 2023: Year in Preview]]> Wed, 04 Jan 2023 16:20:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1368959 https://northpointofview.castos.com/episodes/2023-year-in-preview-1 What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the first half of the year and what to expect on the second half.

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]]> false What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss Ukraine/Russia and China. Speculation if the Feds will cut rates in the first half of the year and what to expect on the second half.

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]]> 00:11:56 <![CDATA[North Point of View: 2022: Year in Review]]> Tue, 27 Dec 2022 12:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1359231 https://northpointofview.castos.com/episodes/2022-year-in-review The Feds' incredible interest rate error caused a recession in the consumer goods industry. Cost to ship a container from China dropped below the trend line. Seven months later, a transportation recession occurred. Food production within North America went down significantly. Grocery prices skyrocketed. Stay tuned for part two: Predictions for 2023.

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]]> false The Feds' incredible interest rate error caused a recession in the consumer goods industry. Cost to ship a container from China dropped below the trend line. Seven months later, a transportation recession occurred. Food production within North America went down significantly. Grocery prices skyrocketed. Stay tuned for part two: Predictions for 2023.

northpointdev.com

kemmsiesgroup.com

]]> 00:09:49 <![CDATA[North Point of View: FIFA World Cup]]> Wed, 21 Dec 2022 18:23:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1355211 https://northpointofview.castos.com/episodes/fifa-world-cup Soccer is the great equalizer, regardless of your skin tone, religion or country of origin. At the end of the day it's about fellowship and camaraderie but what does it teaches us about life and business?

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]]> false Soccer is the great equalizer, regardless of your skin tone, religion or country of origin. At the end of the day it's about fellowship and camaraderie but what does it teaches us about life and business?

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]]> 00:10:19 <![CDATA[North Point of View: China and President Xi Jinping's Communist Party]]> Wed, 16 Nov 2022 14:37:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1321247 https://northpointofview.castos.com/episodes/china-and-president-xi-jinping39s-communist-party-1 Mark Hall and Dr. Walter Kemmsies discuss President Xi Jinping's Communist Party and the country's failed COVID policies, its near total control over its people and the desire to be the number one global superpower.

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]]> false Mark Hall and Dr. Walter Kemmsies discuss President Xi Jinping's Communist Party and the country's failed COVID policies, its near total control over its people and the desire to be the number one global superpower.

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]]> 00:09:12 <![CDATA[North Point of View: Is Hydrogen fuel an alternative to EV?]]> Wed, 09 Nov 2022 13:45:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1315116 https://northpointofview.castos.com/episodes/is-hydrogen-fuel-an-alternative-to-ev Dr. Walter Kemmsies and Mark Hall discuss the pros and cons of hydrogen fuel as an alternative to EV. In the shipping industry Mearsk is exploring hydrogen as the primary fuel for their ships.

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]]> false Dr. Walter Kemmsies and Mark Hall discuss the pros and cons of hydrogen fuel as an alternative to EV. In the shipping industry Mearsk is exploring hydrogen as the primary fuel for their ships.

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]]> 00:08:49 <![CDATA[North Point of View: Shipping container volume between east coast and west coast]]> Wed, 02 Nov 2022 12:55:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1310311 https://northpointofview.castos.com/episodes/shipping-container-volume-between-east-coast-and-west-coast Dr. Walter Kemmsies and Mark Hall discuss the market share of shipping container volume between east coast and west coast and how the Staggers Rail Act of 1980 deregulated the American railroad industry.

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]]> false Dr. Walter Kemmsies and Mark Hall discuss the market share of shipping container volume between east coast and west coast and how the Staggers Rail Act of 1980 deregulated the American railroad industry.

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]]> 00:11:06 <![CDATA[North Point of View: Fed's Interest Rate Hike and its ripple effects. Do we need a recession to curb inflation?]]> Wed, 26 Oct 2022 18:10:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1305854 https://northpointofview.castos.com/episodes/fed39s-interest-rate-hike-and-its-ripple-effects-do-we-need-a-recession-to-curb-inflation-1 In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the Fed's Interest Rate Hike and its ripple effects. Do we need a recession to curb inflation?

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]]> false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the Fed's Interest Rate Hike and its ripple effects. Do we need a recession to curb inflation?

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]]> 00:08:46 <![CDATA[North Point of View: Megatrends]]> Fri, 30 Sep 2022 14:00:00 +0000 North Point of View https://permalink.castos.com/podcast/25989/episode/1284683 https://northpointofview.castos.com/episodes/megatrends In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Megatrends like Cryptocurrencies, Electric Vehicles and the hype it caused in the stock market.

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]]> false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Megatrends like Cryptocurrencies, Electric Vehicles and the hype it caused in the stock market.

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]]> 00:11:15 <![CDATA[North Point of View: Environmental, Social, and Governance (ESG)]]> Wed, 28 Sep 2022 16:04:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/environmental-social-and-governance-esg https://northpointofview.castos.com/episodes/environmental-social-and-governance-esg In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Environmental, Social, and Governance (ESG). Are we actually addressing the root issue or just plastering over it?

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]]> false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Environmental, Social, and Governance (ESG). Are we actually addressing the root issue or just plastering over it?

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]]> 00:09:53 <![CDATA[North Point of View: Computer Chip Shortage]]> Fri, 23 Sep 2022 12:38:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/computer-chip-shortage https://northpointofview.castos.com/episodes/computer-chip-shortage In today's episode, Dr. Walter Kemmsies and Mark Hall discuss our reliance on computer technology in our daily lives and why the computer chip shortage.

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]]> false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss our reliance on computer technology in our daily lives and why the computer chip shortage.

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]]> 00:09:47 <![CDATA[North Point of View: Electric Vehicles. More cons than pros?]]> Wed, 21 Sep 2022 12:29:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/electric-vehicles-more-cons-than-pros https://northpointofview.castos.com/episodes/electric-vehicles-more-cons-than-pros In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the rise of Electric Vehicles, the environmental cost of lithium mining, availability of charging stations and limited driving range.

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]]> false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the rise of Electric Vehicles, the environmental cost of lithium mining, availability of charging stations and limited driving range.

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]]> 00:09:50 <![CDATA[North Point of View: Clogged Ports]]> Fri, 16 Sep 2022 13:34:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/clogged-ports https://northpointofview.castos.com/episodes/clogged-ports In today's episode, Dr. Walter Kemmsies and Mark Hall discuss clogged ports, structural shifts and distribution network as well as solutions to supply chain management.

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]]> false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss clogged ports, structural shifts and distribution network as well as solutions to supply chain management.

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]]> 00:11:33 <![CDATA[North Point of View: Strong Dollar and its impact]]> Wed, 14 Sep 2022 13:49:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/strong-dollar-and-its-impact https://northpointofview.castos.com/episodes/strong-dollar-and-its-impact 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.

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]]> false 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.

northpointdev.com

kemmsiesgroup.com

]]> 00:08:41 <![CDATA[North Point of View: Winners and losers of the COVID pandemic, Trend Line and Quadratic Equation]]> Fri, 09 Sep 2022 14:30:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/winners-and-losers-of-the-covid-pandemic-trend-line-and-quadratic-equation https://northpointofview.castos.com/episodes/winners-and-losers-of-the-covid-pandemic-trend-line-and-quadratic-equation In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Winners and Losers of the COVID pandemic, Trend Line and Quadratic Equation.

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]]> full false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Winners and Losers of the COVID pandemic, Trend Line and Quadratic Equation.

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]]> 00:09:35 <![CDATA[North Point of View: Recession in 2023?]]> Tue, 06 Sep 2022 18:08:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/recession-in-2023 https://northpointofview.castos.com/episodes/recession-in-2023 In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023.

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]]> full false In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the possibility of recession in 2023.

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]]> 00:11:38 <![CDATA[Electric Vehicles & Their Limitations]]> Fri, 05 Aug 2022 21:25:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/electric-vehicles-their-limitations https://northpointofview.castos.com/episodes/electric-vehicles-their-limitations In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. 

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]]> full 30 false In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. 

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]]> 00:09:52 <![CDATA[Latin America & the Trade]]> Fri, 22 Jul 2022 17:55:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/latin-america-the-trade https://northpointofview.castos.com/episodes/latin-america-the-trade 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 rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come. 

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]]> full 29 false 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 rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come. 

northpointdev.com

kemmsiesgroup.com

]]> 00:09:01 <![CDATA[Risk Scenarios]]> Fri, 15 Jul 2022 16:15:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/risk-scenarios https://northpointofview.castos.com/episodes/risk-scenarios Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come. 

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]]> full 28 false Dr. Walter and Mark Hall break their rules a little bit to discuss risk scenarios involving China and Russia that may impact the globe for years to come. 

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]]> 00:08:12 <![CDATA[Inflation Is the Buzzword]]> Thu, 07 Jul 2022 16:45:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/inflation-is-the-buzzword https://northpointofview.castos.com/episodes/inflation-is-the-buzzword Dr. Walter and Mark Hall discuss the latest data on inflation and compare it to 2021. Dr. Walter also shares the currest status of international freight and his opinion on seasonal adjustment data. 

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

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]]> full 27 false Dr. Walter and Mark Hall discuss the latest data on inflation and compare it to 2021. Dr. Walter also shares the currest status of international freight and his opinion on seasonal adjustment data. 

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

]]> 00:09:58 <![CDATA[E-Commerce Trends]]> Fri, 01 Jul 2022 16:45:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/e-commerce-trends https://northpointofview.castos.com/episodes/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 The Kemmsies Group, visit:

northpointdev.com

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]]> full 26 false 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 The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

]]> 00:05:57 <![CDATA[Inflation]]> Mon, 22 Nov 2021 16:30:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/inflation https://northpointofview.castos.com/episodes/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 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.

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

]]> full 25 false 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.

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

]]> 00:09:52 <![CDATA[Consumer Demand & Low Inventory]]> Mon, 22 Nov 2021 15:45:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/consumer-demand-low-inventory https://northpointofview.castos.com/episodes/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 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?

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

]]> full 24 false 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?

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

]]> 00:09:06 <![CDATA[Evergrande...How fragile is the Chinese Economy?]]> Mon, 22 Nov 2021 15:30:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/evergrandehow-fragile-is-the-chinese-economy https://northpointofview.castos.com/episodes/evergrandehow-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 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:

northpointdev.com

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]]> full 23 false 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:

northpointdev.com

kemmsiesgroup.com

]]> 00:08:08 <![CDATA[Industrial Real Estate & E-Commerce]]> Mon, 22 Nov 2021 15:15:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/industrial-real-estate-e-commerce https://northpointofview.castos.com/episodes/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 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:

northpointdev.com

kemmsiesgroup.com

 

]]> full 22 false 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:

northpointdev.com

kemmsiesgroup.com

 

]]> 00:09:31 <![CDATA[Ongoing Shipping Crisis]]> Mon, 22 Nov 2021 14:58:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/ongoing-shipping-crisis https://northpointofview.castos.com/episodes/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 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:

northpointdev.com

kemmsiesgroup.com

 

]]> full 21 false 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:

northpointdev.com

kemmsiesgroup.com

 

]]> 00:08:42 <![CDATA[How To Define Infrastructure]]> Tue, 07 Sep 2021 18:59:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/how-to-define-infrastructure https://northpointofview.castos.com/episodes/how-to-define-infrastructure 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:

northpointdev.com

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]]> full 20 false 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:

northpointdev.com

kemmsiesgroup.com

]]> 00:10:49 <![CDATA[Inflation & Understanding FED Decisions]]> Fri, 06 Aug 2021 18:48:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/inflation-understanding-fed-decisions https://northpointofview.castos.com/episodes/inflation-understanding-fed-decisions 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.

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]]> full 19 false 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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]]> 00:08:31 <![CDATA[Bitcoin Is Good]]> Mon, 26 Jul 2021 14:15:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/bitcoin-is-good https://northpointofview.castos.com/episodes/bitcoin-is-good 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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]]> full 18 false 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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]]> 00:10:22 <![CDATA[Manufacturing Mega Trends & Carbon Footprint]]> Wed, 14 Jul 2021 20:35:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/manufacturing-mega-trends-carbon-footprint https://northpointofview.castos.com/episodes/manufacturing-mega-trends-carbon-footprint In episode 17, Mark and Walter talk manufacturing mega trends and the desire to reduce the carbon footprint while adding to the bottom line.

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]]> full 17 false 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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]]> 00:10:05 <![CDATA[Infrastructure Spending & Economic Growth]]> Fri, 09 Jul 2021 19:35:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/infrastructure-spending-economic-growth https://northpointofview.castos.com/episodes/infrastructure-spending-economic-growth Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16.

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]]> full 16 false 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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]]> 00:10:00 <![CDATA[Fastest Commercial Computer]]> Fri, 09 Jul 2021 19:20:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/fastest-commercial-computer https://northpointofview.castos.com/episodes/fastest-commercial-computer Did you know that when the Apollo mission went to the moon, they had less technology on board than we have in a handheld phone right now?...Does that make it harder or easiest to believe we're talking about a Commercial Computer being developed that's 10,000x faster than the fastest Commercial Computer right now?? The future is happening today. Check out this episode as Walter and Mark discuss more on this topic.

For more information on North Point and The Kemmsies Group, visit:

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]]> full 15 false Did you know that when the Apollo mission went to the moon, they had less technology on board than we have in a handheld phone right now?...Does that make it harder or easiest to believe we're talking about a Commercial Computer being developed that's 10,000x faster than the fastest Commercial Computer right now?? The future is happening today. Check out this episode as Walter and Mark discuss more on this topic.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:09:07 <![CDATA[Workarounds & the New Normal]]> Fri, 25 Jun 2021 19:20:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/workarounds-the-new-normal https://northpointofview.castos.com/episodes/workarounds-the-new-normal It seems like we're (hopefully) getting out of the pandemic ... so what will be our new normal? Walter and Mark discuss what new "workarounds" will stay and which will go in Episode 14.

For more information on North Point and The Kemmsies Group, visit:

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]]> full 14 false It seems like we're (hopefully) getting out of the pandemic ... so what will be our new normal? Walter and Mark discuss what new "workarounds" will stay and which will go in Episode 14.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:07:50 <![CDATA[Inflation & the Stock Market]]> Tue, 15 Jun 2021 13:57:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/inflation-the-stock-market https://northpointofview.castos.com/episodes/inflation-the-stock-market An article in the WSJ recently talked about inflation being at 4% right now, is that a tipping point for the stock market? Mark and Walter discuss this further in Episode 13.

For more information on North Point and The Kemmsies Group, visit:

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]]> full 13 false An article in the WSJ recently talked about inflation being at 4% right now, is that a tipping point for the stock market? Mark and Walter discuss this further in Episode 13.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:08:01 <![CDATA[Construction & Commodity Prices]]> Mon, 14 Jun 2021 10:24:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/construction-commodity-prices https://northpointofview.castos.com/episodes/construction-commodity-prices Mark and Walter discuss the huge increase in construction and commodity prices. When will these prices pull back?

For more information on North Point and The Kemmsies Group, visit:

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]]> full 12 false Mark and Walter discuss the huge increase in construction and commodity prices. When will these prices pull back?

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:07:27 <![CDATA[Carbon Credits ]]> Wed, 02 Jun 2021 09:30:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/carbon-credits https://northpointofview.castos.com/episodes/carbon-credits Mark and Walter discuss carbon credits 

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]]> full 11 false Mark and Walter discuss carbon credits 

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:00:00 <![CDATA[Delivery Delays]]> Mon, 17 May 2021 20:12:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/delivery-delays https://northpointofview.castos.com/episodes/delivery-delays Mark and Walter discuss the economy and why items are so delayed in delivery.

For more information on North Point and The Kemmsies Group, visit:

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]]> full 6 false Mark and Walter discuss the economy and why items are so delayed in delivery.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:08:57 <![CDATA[Electrical Vehicles and their Carbon Footprint]]> Mon, 17 May 2021 19:54:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/electrical-vehicles-and-their-carbon-footprint https://northpointofview.castos.com/episodes/electrical-vehicles-and-their-carbon-footprint Mark and Walter discuss electrical vehicles and their carbon footprint. What are L3 and L5 cars? Will the country actually be comfortable with cars driving themselves in 10 years? What makes AEVs better than regular cars?
 

For more information on North Point and The Kemmsies Group, visit:

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]]> full 4 false Mark and Walter discuss electrical vehicles and their carbon footprint. What are L3 and L5 cars? Will the country actually be comfortable with cars driving themselves in 10 years? What makes AEVs better than regular cars?
 

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:09:00 <![CDATA[How Fragile is the Supply Chain?]]> Mon, 17 May 2021 16:24:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/how-fragile-is-the-supply-chain https://northpointofview.castos.com/episodes/how-fragile-is-the-supply-chain Mark and Walter discuss what a fragile system the supply chain.

For more information on North Point and The Kemmsies Group, visit:

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]]> full 10 false Mark and Walter discuss what a fragile system the supply chain.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:08:18 <![CDATA[Large Cargo Ships & Port Infrastructure]]> Mon, 17 May 2021 16:21:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/large-cargo-ships-port-infrastructure https://northpointofview.castos.com/episodes/large-cargo-ships-port-infrastructure Walter and Mark discuss the cargo ship that was stuck in the Suez Canal in March 2021. It brought up the question of how can the infrastructure of ports keep up with these large ships?

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]]> full 9 false Walter and Mark discuss the cargo ship that was stuck in the Suez Canal in March 2021. It brought up the question of how can the infrastructure of ports keep up with these large ships?

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:10:08 <![CDATA[Online Retail Sales]]> Mon, 17 May 2021 16:20:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/online-retail-sales https://northpointofview.castos.com/episodes/online-retail-sales Mark and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030. What do you think of this projection?

For more information on North Point and The Kemmsies Group, visit:

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]]> full 8 false Mark and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030. What do you think of this projection?

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:09:20 <![CDATA[Economy & the Discrepancy of Goods]]> Mon, 17 May 2021 16:15:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/economy-the-discrepancy-of-goods https://northpointofview.castos.com/episodes/economy-the-discrepancy-of-goods Walter and Mark continue the discussion of the economy and the discrepancy of goods.

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]]> full 7 false Walter and Mark continue the discussion of the economy and the discrepancy of goods.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:10:17 <![CDATA[History of Recession Cycles]]> Mon, 17 May 2021 16:11:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/history-of-recession-cycles https://northpointofview.castos.com/episodes/history-of-recession-cycles Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions.

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]]> full 5 false Mark and Walter discuss the history of recession cycles and why does an oversupply of goods cause recessions.

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:07:54 <![CDATA[Robots, 5G & AI Coding]]> Mon, 17 May 2021 15:55:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/robots-5g-ai-coding https://northpointofview.castos.com/episodes/robots-5g-ai-coding Mark Hall and Dr. Kemmsies dive deeper into 5G. What industries will benefit the most from the roll-out of 5G? Will robots create a workforce that results in the haves and have nots? And… did Walter really start coding AI in the 1980s??

For more information on North Point and The Kemmsies Group, visit:

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]]> full 3 false Mark Hall and Dr. Kemmsies dive deeper into 5G. What industries will benefit the most from the roll-out of 5G? Will robots create a workforce that results in the haves and have nots? And… did Walter really start coding AI in the 1980s??

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:11:21 <![CDATA[5G and the Economy]]> Mon, 17 May 2021 15:12:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/5g-and-the-economy https://northpointofview.castos.com/episodes/5g-and-the-economy Mark Hall and Dr. Walter Kemmsies discuss 5G. What does it mean for businesses? How will it filter throughout the economy?

For more information on North Point and The Kemmsies Group, visit:

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]]> full 2 false Mark Hall and Dr. Walter Kemmsies discuss 5G. What does it mean for businesses? How will it filter throughout the economy?

For more information on North Point and The Kemmsies Group, visit:

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]]> 00:07:33 <![CDATA[2020 Drop in GDP]]> Mon, 17 May 2021 15:05:00 +0000 North Point of View https://northpointofview.castos.com/podcasts/25989/episodes/2020-drop-in-gdp https://northpointofview.castos.com/episodes/2020-drop-in-gdp In our first episode, Dr. Walter Kemmsies and Mark Hall discuss the 2020 drop in GDP. Was there a reason for this recession? Was it really a recession? Are we back to where we started before COVID-19?

For more information on North Point and The Kemmsies Group, visit:

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]]> full 1 false In our first episode, Dr. Walter Kemmsies and Mark Hall discuss the 2020 drop in GDP. Was there a reason for this recession? Was it really a recession? Are we back to where we started before COVID-19?

For more information on North Point and The Kemmsies Group, visit:

northpointdev.com

kemmsiesgroup.com

 

 

]]> 00:06:35