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North Point of View
North Point of View 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
kemmsiesgroup.com
11 min - 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.
For more information on North Point and The Kemmsies Group, visit:
northpointdev.com
kemmsiesgroup.com
9 min - 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:
northpointdev.com
kemmsiesgroup.com
11 min - 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.
For more information on North Point and The Kemmsies Group, visit:
northpointdev.com
kemmsiesgroup.com
11 min - Infrastructure Spending & Economic Growth
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:
northpointdev.com
kemmsiesgroup.com
10 min - 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:
northpointdev.com
kemmsiesgroup.com
10 min - 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:
northpointdev.com
kemmsiesgroup.com
8 min - 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:
northpointdev.com
kemmsiesgroup.com
9 min - 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:
northpointdev.com
kemmsiesgroup.com
8 min - Carbon Credits
Mark and Walter discuss carbon credits
For more information on North Point and The Kemmsies Group, visit:
northpointdev.com
kemmsiesgroup.com
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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.