North Point of View

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 logist...

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 cha...

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.

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...

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 #socialse...

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 #i...

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,...

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 episo...

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, w...

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.

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.

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, co...

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. T...

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. Ind...

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. Wel...

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. Som...

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...

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 commerc...

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 educatio...

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...

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 pr...

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...

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 Ja...

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 inclu...

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....