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
The Washington Circus [not-audio_url] [/not-audio_url]

Duration: 1:00:19
Episode 45 comes at you straight from TD's 24th Annual Portfolio Management and Market Structure Conference, held November 2nd. Frank is joined on stage by Chris Krueger of TD Cowen's Washington Research Group for a pane…
Unpacking Canada's Diplomatic Row with India [not-audio_url] [/not-audio_url]

Duration: 41:59
Frank McKenna, a proud Canadian, shows his true passion for Canada in Episode 44 first defending Canada in its diplomatic dispute with India over the killing of Hardeep Singh Nijjar a Canadian Member of the Sikh diaspora…
More of the Same [not-audio_url] [/not-audio_url]

Duration: 35:50
Episode 43 is entitled "More of the Same" because Frank returns to common threads from previous episodes namely Trudeau, climate, immigration, war, and Trump. Frank discusses recent meetings with members of the Prime Min…
The Not So Summer Doldrums [not-audio_url] [/not-audio_url]

Duration: 43:28
In Episode 42, Frank checks in from his summer location in New Brunswick for a wide ranging discussion on a busy geopolitical calendar. We start close to home with a recap of Secretary of State Hillary Clinton's recent s…
Breaking Down a Russian Coup Attempt [not-audio_url] [/not-audio_url]

Duration: 39:43
In Episode 41, Frank breaks down the startling developments that unfolded in Russia over the weekend, with the mercenary Russian army known as the Wagner Group apparently turning on President Putin and leading to a near…
In Conversation with Chris Krueger, Washington Research Group [not-audio_url] [/not-audio_url]

Duration: 44:23
In Episode 39, Frank invites his new colleague from TD Cowen's Washington Research Group, Chris Krueger, to the monthly podcast for a discussion on US politics. The two geopolitical experts discuss potential solutions to…
Geopolitics Gone Crazy [not-audio_url] [/not-audio_url]

Duration: 39:36
In Episode 38, Frank returns from a busy schedule of travelling the world this past month and provides a live eye view on several important hot button geopolitical topics. He has just returned from a visit to the Middle…
Where is Roxham road? [not-audio_url] [/not-audio_url]

Duration: 44:44
In Episode 37, Frank deep dives the immigration complexities of North America, in particular the issue of refugees seeking asylum from the USA into Canada via irregular ports of entry not covered under existing immigrati…
The Never-Ending Confidential Documents File [not-audio_url] [/not-audio_url]

Duration: 34:42
Episode 36 returns to addressing the geopolitical topics of the day. The episode begins with a discussion of the document storage security breaches by various important US politicians, a story that is keeping cable telev…