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.

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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?

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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.

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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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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?

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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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Frick and Frack discuss infrastructure spending and the impact on economic growth in Episode 16.

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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.

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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.

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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.

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