Back to the Home Front in Canada

Back to the Home Front in Canada

Author: TD Securities April 24, 2024 Duration: 42:01
n Episode 51, we circle back to Canada and focus on some of the key issues impacting our beautiful country.  After a quick discussion on the apparent de-escalation of hostilities between Iran and Israel, which Frank is hopeful is permanent, we spend most of the podcast on budget related matters.  Frank discusses the government's calculus in choosing to increase inclusion rates on capital gains over a windfall tax on food or energy companies, and then applauds the government's decision to appoint Stephen Poloz to work with Canadian pension funds on investment opportunities domestically.  He then breaks down the budget's $8.5 billion dollar commitment to housing and its increase in defense spending, a move that was greeted with applause by other NATO members, including the US.  He finishes the podcast lamenting the government's failed messaging on its carbon tax and rebate program.  On a positive note, Frank shows some in-season love to the Blue Jays for perhaps the first time in modern history. This podcast was recorded on April 22, 2024. Chapter Headings 0:52 - De-escalation in Middle East 8:22 - Ottawa Chooses Capital Gains over a Windfall Tax on Food or Energy 17:20 - Poloz on Pension Funds 25:00 - Canada Moving Closer to its 2% of GDP Target for Defense Spending 28:03 - Are We Spending Enough on Housing? 32:13 - The Failed Messaging for Canada's Carbon Tax and Rebate System

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: 53

Geopolitics with Frank McKenna
Podcast Episodes
Canada's Provincial and Federal Election Watch [not-audio_url] [/not-audio_url]

Duration: 43:52
Episode 56 is a mostly Made in Canada geopolitical discussion. Frank covers the NDP decision to end its supply and confidence agreement with Prime Minister Trudeau and his Liberal Party, leading to speculation of a snap…
Canada's Aging Infrastructure – Adversity or Opportunity? [not-audio_url] [/not-audio_url]

Duration: 38:07
In Episode 55, Frank discusses Ukrainian tactics in its war with Russia, suggesting that the incursion into Russian territory and recent drone attacks are more than just bargaining chips. Crossing back to North America,…
Frank McKenna Live [not-audio_url] [/not-audio_url]

Duration: 49:04
Who says the summer is boring? In Episode 54, Frank admits there is not enough time in the day to keep up with the current geopolitical landscape. After a brief history of Frank's storied career, this month's discussion…
Global Election Calendar [not-audio_url] [/not-audio_url]

Duration: 44:36
Episode 53 is all about elections. Frank first covers the upcoming twin bill of elections on the other side of the Atlantic starring the French and English. The former coming as quite a surprise to the market, and the la…
Trump, Trump, and More Trump… [not-audio_url] [/not-audio_url]

Duration: 35:20
Episode 52 takes us on a journey across several continents and covers a wide spectrum of topics. After remembering the legacy of his good friend and New Brunswick business icon Arthur Irving, who passed away recently, Fr…
A Turning Point in the War in Ukraine [not-audio_url] [/not-audio_url]

Duration: 32:39
In this episode, Frank discusses the very active calendar of events in the War in Ukraine, Trump's wins and losses in the primaries and the courts respectively, along with recent developments in China as relations with t…
Frank's 2024 Geopolitical Predictions [not-audio_url] [/not-audio_url]

Duration: 47:21
Back by popular demand, in Episode 48 Frank returns to the predictions game on 10 geopolitical topics important in Canada, the US and around the world in 2024. Topics covered in this predictions episode cover a wide rang…
Ottawa Fighting Battles on Several Flanks in Canada [not-audio_url] [/not-audio_url]

Duration: 40:30
In our last episode before the calendar turns to 2024, the conversation begins in Israel where Prime Minister Netanyahu struggles to maintain support for his war against Hamas. Next, we shift to Russia, where President P…
The Political Pendulum Shifts Right [not-audio_url] [/not-audio_url]

Duration: 46:41
Episode 46 covers a lot of geography. We start with a review of recent victories by right wing leaders in Argentina and Netherlands, which Frank believes is part of the natural pendulum swinging opposite incumbent center…