North Point of View

North Point of View

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North Point of View episodes

  • North Point of View: China's 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.

    12 min
  • 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

    14 min
  • 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

    14 min
  • 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

    19 min
  • 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

    15 min
  • 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.

    19 min
  • 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

    12 min
  • 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.

    15 min
  • 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.

     

    northpointdev.com

    kemmsiesgroup.com

    15 min
  • North Point of View: Margin Compression

    In this episode Dr. Walter Kemmsies and Mark Hall discuss how Margin Compression could feed into overall longterm profitability projection and what the stock market does.

    northpointdev.com

    kemmsiesgroup.com

    9 min

About North Point of View

From the publisher's feed

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.