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
10 Predictions for Geopolitics in 2023 [not-audio_url] [/not-audio_url]

Duration: 46:15
The start of a new year is always a great time for predictions, so we decided to challenge Frank to provide his thoughts on ten of the most important geopolitical matters impacting Canada and the rest of the world order.…
Donald Trump and His Legal Woes [not-audio_url] [/not-audio_url]

Duration: 44:21
In Episode 34, Frank breaks down the legal woes of Donald Trump and is left to wonder "is it possible to be President of the United States while in jail?" Of all the cases in front of the former President, Frank thinks i…
Talking Canadian Politics with Rona Ambrose [not-audio_url] [/not-audio_url]

Duration: 45:52
Episode 33 of our monthly podcast series on Geopolitics is a special bonus for our listeners. In this episode, we listen in on a recent interview with The Honorable Rona Ambrose conducted at our 23rd Annual TD Securities…
The UK's Lost Trusst in its Leader [not-audio_url] [/not-audio_url]

Duration: 40:15
In Episode 32, Frank addresses the rhetoric from Alberta's new Premier Danielle Smith who he believes will need to tone down the message in order to be electable next May. The theme of inflation is prevalent, with Frank…
Russia's Nuclear Threat [not-audio_url] [/not-audio_url]

Duration: 42:19
In Episode 31, Frank and Peter catch up on world events, including the war in Ukraine and Putin's saber rattling over nuclear weapons, the changing political landscape in Europe and the U.K., the U.S. mid-terms and the C…
Poking the Bear [not-audio_url] [/not-audio_url]

Duration: 37:04
In Episode 30, Frank McKenna, Deputy Chair, TD Securities, examines geopolitical issues south of the 49th parallel, starting with Nancy Pelosi's controversial trip to Taiwan and the Chinese Government's reaction. Frank a…
A Three-Foot Putt [not-audio_url] [/not-audio_url]

Duration: 30:43
On Episode 29, we cover a wide range of topics, including the difficulties of air travel, and Canada's reputation for being one of the worst countries for delayed flights. Frank McKenna, Deputy Chair, TD Securities, disc…
War, Inflation and the Supreme Court [not-audio_url] [/not-audio_url]

Duration: 41:41
In this episode, Frank McKenna, Deputy Chair, TD Securities, takes aim at the highly politicized Supreme Court now that the Republicans are holding a supermajority. How will a very right-wing agenda of reforms to climate…
Holding the West Together [not-audio_url] [/not-audio_url]

Duration: 37:53
In Episode 26, Frank McKenna, Deputy Chair, TD Securities, tackles the political implications of long-term inflation. He reminds listeners of the 1970s and 1980s when inflation was the number one ballot issue in Canada.…