A 24 Hour Geopolitical News Cycle

A 24 Hour Geopolitical News Cycle

Author: TD Securities April 30, 2026 Duration: 42:14
Episode 77 covers a wide range of topics on the geopolitical landscape including the recent assassination attempt on President Trump, the implications on global energy markets of UAE's decision to exit OPEC and which person is leading Iran in negotiations with the United States. Frank discusses the stalemate and war of attrition that is the Russia-Ukraine conflict, which is a win for Ukraine and the impact on populist governments of the shocking defeat by authoritarian leader Victor Orban in Hungary. The conversation turns to Canada where Frank discusses Carney's back door into a majority and how it will change calculus for the Liberal leader's policymaking and CUSMA negotiation strategy. He finishes with analysis of Prime Minister Carney's recent announcements of a new Sovereign Wealth Fund and an upcoming Federal Government-led global investment Summit planned for Toronto in September, both positive developments for Canada. This podcast was recorded on April 28, 2026 Chapter Headings 00:48 - President Trump Assassination Attempt 05:58 - Who is Negotiating on Behalf of Iran? 11:25 - UAE Leaves OPEC 13:38 - Ukraine's Move to Back Pages Masks Recent War Successes 17:41 - What Orban's Loss Means for Populist Leaders? 30:35 - Carney Replies to Greer's Threats Ahead of CUSMA Talks 32:22 - Explaining Canada's New Sovereign Wealth Fund 36:46 - Recent Investment Wins for Carney Puts Approval Process in Spotlight

Each month, Peter Haynes sits down with Frank McKenna for a conversation that cuts through the noise of global headlines. The Geopolitics with Frank McKenna podcast provides a rare perspective, shaped by McKenna’s unique blend of experience as a former Canadian Premier and Ambassador to the U.S., now serving as Deputy Chair at TD Securities. This isn't a theoretical discussion; it's a practical analysis of how international tensions, trade disputes, and shifting alliances directly impact markets and business strategies. You’ll hear nuanced takes on the stories dominating the news, grounded in a deep understanding of both political corridors and boardrooms. Haynes guides these monthly dialogues to unpack complex issues with clarity, making the forces shaping our world accessible and relevant. For anyone looking to comprehend the real-world implications of global power dynamics, this series offers essential listening. The insights throughout this podcast come from a place of firsthand experience, offering listeners a valuable lens on the interconnected nature of policy and finance. Tune in for thoughtful, forward-looking conversations that go beyond the soundbite.
Author: Language: English Episodes: 50

Geopolitics with Frank McKenna
Podcast Episodes
Trade Update and Canada's Budget – Rona and Frank Debate [not-audio_url] [/not-audio_url]

Duration: 55:49
Episode 70 of Geopolitics is a bonus episode taken from a panel at our recent Portfolio Management and Market Structure Conference. Frank McKenna is joined by his TD colleague The Honorable Rona Ambrose, Deputy Chairwoma…
Never a Dull Moment in Washington [not-audio_url] [/not-audio_url]

Duration: 49:03
In Episode 69, Frank invites Chris Krueger, Strategist with TD Cowen's Washington Research Group, to join the pod to help navigate the fast-moving developments in Washington including the government work stoppage, Canada…
Franks Funk [not-audio_url] [/not-audio_url]

Duration: 48:57
Frank comes to the September podcast taping in a somber mood, strange for someone who prides himself as the eternal optimist. What has Frank in a mood? Well, he lists several issues with the current US Administration tha…
CUSMA, Ukraine and Gerrymandering in Frank's Crosshairs [not-audio_url] [/not-audio_url]

Duration: 53:32
Frank is back after a month off with a lot to cover in the current Episode 67. He starts with a review of Canada's handling of forest fires, an area where Canada is arguably a world leader, and what can be done in the ne…
Iran Takes Center of World Geopolitical Stage [not-audio_url] [/not-audio_url]

Duration: 44:52
Frank's focus during the June episode of Geopolitics was on analyzing the fluid situation in the Middle East following Israel's 12-day war with Iran and the US's decision to bomb Iran's nuclear facilities. Stepping back…
Finally a Chance to Talk About Something Other Than Tariffs [not-audio_url] [/not-audio_url]

Duration: 50:34
For the first time in four months of our podcast series, the focus of Frank's attention is not centered around tariffs. This month Frank starts with a detailed analysis of Prime Minister Carney's cabinet, a carefully con…
The Puck Drops on Federal Election in Canada [not-audio_url] [/not-audio_url]

Duration: 52:46
In Episode 64, Frank covers the Canadian election from top to bottom, including addressing unflattering comments about Canada as a country from the leader of the Bloc Quebecois and the Premier of Alberta. Frank addresses…
Canada's New Prime Minister Joins Tariff/Sovereignty Debate [not-audio_url] [/not-audio_url]

Duration: 53:17
In Episode 63, the focus of discussions in on two main topics: new Prime Minister Mark Carney's early days at the helm of Canada, and tariffs. Frank discusses Carney's decision to travel to Europe before the US, a move t…
The Future of Canada-US Relations [not-audio_url] [/not-audio_url]

Duration: 1:03:30
In Episode 62, Frank is joined by Chris Krueger of TD Cowen's Washington Research Group to discuss the first 30 days of the Trump Administration, and the on-going trade war with Canada. Chris outlines his biggest surpris…