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North Point of View
North Point of View episodes
- Electric Vehicles & Their Limitations
In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles.
northpointdev.com
kemmsiesgroup.com
10 min - 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.
northpointdev.com
kemmsiesgroup.com
10 min - 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.
northpointdev.com
kemmsiesgroup.com
9 min - 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
kemmsiesgroup.com
10 min - 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
kemmsiesgroup.com
6 min - 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
10 min - 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
10 min - Evergrande...How 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
kemmsiesgroup.com
9 min - 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
10 min - 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
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.
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.