Frank's 2024 Geopolitical Predictions

Frank's 2024 Geopolitical Predictions

Author: TD Securities January 31, 2024 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 ranging set of issues including: the likelihood that Prime Minister Trudeau continues to lead the Liberal Party, immigration issues in Canada and at the southern border the United States, the next phase of the Canada-India diplomatic row, as well as a complete analysis of the US election and former President Donald Trump's legal woes that will likely play a part in the election result on November 5th. We finish covering three global hot spots, the war in Ukraine, the Israel-Hamas dispute, and the likelihood North Korea moves from rhetoric to action in its tough talk with its neighbor in South Korea. Chapter Headings 1:02 – 1. Will Liberal Leaders Tell Prime Minister Trudeau it is time to retire? 4:50 – 2. What happens to Canada-India Relations if and when Assassination Evidence is Made Public? 8:16 – 3. Immigration Problems for Canada and at the Southern Border of the US 19:16 - 4. Predicting the Outcome of Former President Trump's Legal Woes 25:06 - 5. Name the Democratic and Republican Leaders that Face off on September 16th at the First Presidential Debate? 25:29 – 6. Who Wins the US Election? 29:17 – 7. Who Controls the House and Senate after November 5th? 30:54 - 8. Is there an Off Ramp in 2024 to end the Russia-Ukraine Conflict? 33:32 - 9. Does the Israel-Hamas Conflict End this year and, if yes, then what is the catalyst? 36:50 - 10. Will North Korea Flex its Muscles on South Korea? 40:36 - Quick Hitters – Frank's Take on CPI, WTI, the S&P 500 and the Stanley Cup and World Series Champions 41:47 - A Review of 2023 – Frank's Winners and Losers This podcast was recorded on January 29, 2024. Disclaimer This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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
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In Episode 76, Frank ponders the potential outcomes of the War in Iran and its impact on other global geopolitical events. He believes that despite a wide bid-ask spread in peace negotiations between Iran and the US that…
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Two weeks have passed since Frank last spoke to listeners. Since then, it has been chaos in global geopolitical circles, with Frank wondering whether some of this noise is meant to distract from issues the US Administrat…
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Frank comes out on fire in Episode 71 when questioned on his recent travels to the Middle East, describing the region as hot, and clearly justifying the Prime Minister's recent outreach for partnerships with countries in…
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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…
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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…
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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…