North Point of View

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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.

North Point of View


    • Mar 8, 2023 LATEST EPISODE
    • every other week NEW EPISODES
    • 9m AVG DURATION
    • 75 EPISODES


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    Latest episodes from North Point of View

    Margin Compression

    Play Episode Listen Later Mar 8, 2023 8:52


    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.

    Ocean carriers Maersk and MSC to part ways

    Play Episode Listen Later Mar 1, 2023 9:29


    The present 2M alliance, Maersk and MSC to terminate their partnership effective January 2025. What impact will occur to the shipping industry when that happens?

    Home Construction

    Play Episode Listen Later Feb 22, 2023 11:17


    In this episode, Mark Hall and Dr. Walter Kemmsies discuss Home Construction, affordable housing and infrastructure needed for the growing work force in the south east. Most communities want jobs and growth but the disconnect is in the will to provide the resources needed for it to happen.

    Labor Force

    Play Episode Listen Later Feb 13, 2023 10:32


    Mark Hall and Dr. Walter Kemmsies discuss labor force. Unemployment fell to 3.4 percent. 517,000 new hire was shocking. Do we have an immigration policy in place? What is the Philips curve? Is our population shrinking? Tune in for clarity.

    2023: A year of UNCERTAINTY

    Play Episode Listen Later Feb 6, 2023 9:24


    In this episode, Mark Hall and Dr. Walter Kemmsies discuss about the misconception of a recession, GDP contraction in the first three quarters and possible expansion on the fourth. Inflation has already peaked in July of last year and wage growth peaked in March of 2022.

    World Trade vs Globalization

    Play Episode Listen Later Jan 11, 2023 7:33


    Mark Hall and Dr. Walter Kemmsies discuss the difference between World Trade and Globalization.

    2023: Year in Preview

    Play Episode Listen Later Jan 4, 2023 11:56


    What to expect in 2023? Mark Hall and Dr. Walter Kemmsies discuss about Ukraine/Russia and China. Speculation if the Feds will cut rates in the first half of the year and what to expect on the second half.

    2022: Year in Review

    Play Episode Listen Later Dec 27, 2022 9:49


    The Feds' incredible interest rate error caused a recession in the consumer goods industry. Cost to ship a container from China dropped below the trend line. Seven months later, a transportation recession occurred. Food production within North America went down significantly. Grocery prices skyrocketed. Stay tuned for part two: Predictions for 2023.

    FIFA World Cup

    Play Episode Listen Later Dec 21, 2022 10:19


    Soccer is the great equalizer, regardless of your skin tone, religion or country of origin. At the end of the day it's about fellowship and camaraderie but what does it teaches us about life and business?

    China and President Xi Jinping's Communist Party

    Play Episode Listen Later Nov 16, 2022 9:12


    Mark Hall and Dr. Walter Kemmsies discuss about President Xi Jinping's Communist Party and the country's failed COVID policies, its near total control over its people and the desire to be the number one global superpower.

    Is Hydrogen fuel an alternative to EV?

    Play Episode Listen Later Nov 9, 2022 8:49


    Dr. Walter Kemmsies and Mark Hall discuss the pros and cons of hydrogen fuel as an alternative to EV. In the shipping industry Mearsk is exploring hydrogen as the primary fuel for their ships.

    ev mark hall hydrogen fuel
    Shipping container volume between east coast and west coast

    Play Episode Listen Later Nov 2, 2022 11:06


    Dr. Walter Kemmsies and Mark Hall discuss the market share of shipping container volume between east coast and west coast and how the Staggers Rail Act of 1980 deregulated the American railroad industry.

    Fed's Interest Rate Hike and its ripple effects. Do we need a recession to curb inflation?

    Play Episode Listen Later Oct 26, 2022 8:46


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the Fed's Interest Rate Hike and its ripple effects. Do we need a recession to curb inflation?

    Megatrends

    Play Episode Listen Later Sep 30, 2022 11:15


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Megatrends like Cryptocurrencies, Electric Vehicles and the hype it caused in the stock market.

    Environmental, Social, and Governance (ESG)

    Play Episode Listen Later Sep 28, 2022 9:53


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Environmental, Social, and Governance (ESG). Are we actually addressing the root issue or just plastering over it?

    Computer Chip Shortage

    Play Episode Listen Later Sep 23, 2022 9:47


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss our reliance on computer technology in our daily lives and why the computer chip shortage.

    Electric Vehicles. More cons than pros?

    Play Episode Listen Later Sep 21, 2022 9:50


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss the rise of Electric Vehicles, the environmental cost of lithium mining, availability of charging stations and limited driving range.

    Clogged Ports

    Play Episode Listen Later Sep 16, 2022 11:33


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss clogged ports, structural shifts and distribution network as well as solutions to supply chain management.

    Strong Dollar and its impact

    Play Episode Listen Later Sep 14, 2022 8:41


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss winners and losers of the COVID pandemic, Trend Line and Quadratic Equation, Strong Dollar, Cheap Europe, US Export woes, Global emerging markets in distress and debt payment for developing nations. Latin America shifting to the left.

    Winners and losers of the COVID pandemic, Trend Line and Quadratic Equation

    Play Episode Listen Later Sep 9, 2022 9:35


    In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Winners and Losers of the COVID pandemic, Trend Line and Quadratic Equation. northpointdev.com kemmsiesgroup.com

    Recession in 2023?

    Play Episode Listen Later Sep 6, 2022 11:38


    In today's episode, Dr. Walter and Mark Hall discuss the possibility of recession in 2023. northpointdev.com kemmsiesgroup.com

    Electric Vehicles & Their Limitations

    Play Episode Listen Later Aug 5, 2022 9:52


    In today's episode, Dr. Walter and Mark Hall discuss the reliability and limitations of electrical vehicles. northpointdev.com kemmsiesgroup.com

    Latin America & the Trade

    Play Episode Listen Later Jul 22, 2022 9:01


    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

    Risk Scenarios

    Play Episode Listen Later Jul 15, 2022 8:12


    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

    Inflation Is the Buzzword

    Play Episode Listen Later Jul 7, 2022 9:58


    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

    E-Commerce Trends

    Play Episode Listen Later Jul 1, 2022 5:57


    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

    25. Inflation

    Play Episode Listen Later Nov 22, 2021 9:52


    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

    24. Consumer Demand & Low Inventory

    Play Episode Listen Later Nov 22, 2021 9:06


    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

    Consumer Demand & Low Inventory

    Play Episode Listen Later Nov 22, 2021 9:06


    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

    23. Evergrande...How fragile is the Chinese Economy?

    Play Episode Listen Later Nov 22, 2021 8:08


    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

    Evergrande...How fragile is the Chinese Economy?

    Play Episode Listen Later Nov 22, 2021 8:08


    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

    22. Industrial Real Estate & E-Commerce

    Play Episode Listen Later Nov 22, 2021 9:31


    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

    Industrial Real Estate & E-Commerce

    Play Episode Listen Later Nov 22, 2021 9:31


    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

    21. Ongoing Shipping Crisis

    Play Episode Listen Later Nov 22, 2021 8:42


    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

    Ongoing Shipping Crisis

    Play Episode Listen Later Nov 22, 2021 8:42


    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

    20. How To Define Infrastructure

    Play Episode Listen Later Sep 7, 2021 10:49


    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

    How To Define Infrastructure

    Play Episode Listen Later Sep 7, 2021 10:49


    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

    19. Inflation & Understanding FED Decisions

    Play Episode Listen Later Aug 6, 2021 8:31


    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

    Inflation & Understanding FED Decisions

    Play Episode Listen Later Aug 6, 2021 8:31


    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

    18. Bitcoin Is Good

    Play Episode Listen Later Jul 26, 2021 10:22


    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

    Bitcoin Is Good

    Play Episode Listen Later Jul 26, 2021 10:22


    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

    17. Manufacturing Mega Trends & Carbon Footprint

    Play Episode Listen Later Jul 14, 2021 10:05


    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

    Manufacturing Mega Trends & Carbon Footprint

    Play Episode Listen Later Jul 14, 2021 10:05


    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

    16. Infrastructure Spending & Economic Growth

    Play Episode Listen Later Jul 9, 2021 10:00


    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

    Infrastructure Spending & Economic Growth

    Play Episode Listen Later Jul 9, 2021 10:00


    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

    15. Fastest Commercial Computer

    Play Episode Listen Later Jul 9, 2021 9:07


    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

    Fastest Commercial Computer

    Play Episode Listen Later Jul 9, 2021 9:07


    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

    14. Workarounds & the New Normal

    Play Episode Listen Later Jun 25, 2021 7:50


    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

    Workarounds & the New Normal

    Play Episode Listen Later Jun 25, 2021 7:50


    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

    13. Inflation & the Stock Market

    Play Episode Listen Later Jun 15, 2021 8:01


    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

    Inflation & the Stock Market

    Play Episode Listen Later Jun 15, 2021 8:01


    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

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