Geopolitics Gone Crazy

Geopolitics Gone Crazy

Author: TD Securities March 30, 2023 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 East, where he met with senior political figures in Israel and Jordan, all of whom condemned the move by Israeli leader Netanyahu to condense power inside his government. Frank also shares his views on French President Macron's decision to take on the controversial topic of pension reform which resulted in countrywide protests against a plan that means public sector employees will need to work two more years before qualifying for a full pension. Additionally, he weighs in on government actions to support banks, and also the recent State Visit to Ottawa by President Biden, which Frank argues was a unequivocal success with great tone from the top. Chapter Headings 1:00 - Biden State Visit to Canada 8:00 - Canada's Federal Budget Takeaways 11:00 - Poilievre's Platform Plans 15:50 - Israel – Frank's on the Ground Perspective 22:30 - Macron Pulls the Pin on Pension Reform 32:10 - Government Reaction to a New Bank Crisis This podcast was recorded on March 28, 2023. 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. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.

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
Trump's Iran Conundrum [not-audio_url] [/not-audio_url]

Duration: 58:39
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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Duration: 44:37
What if Cuba became a territory of Canada? What if Justice Alito suddenly retired this summer? These are just two of Frank's more provocative thoughts in this month's episode of Geopolitics. Frank also addresses the "mon…
Is Chaos a Distraction? [not-audio_url] [/not-audio_url]

Duration: 50:23
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…
December Musings and Predictions for 2026 [not-audio_url] [/not-audio_url]

Duration: 43:03
Episode 72 of Geopolitics is a mix of current events and predictions for 2026. Frank discusses the U.S.'s recently released National Security Strategy that some pundits believe is akin to the original Monroe Doctrine pub…
Carney Travels the World While Managing Complex Domestic Agenda [not-audio_url] [/not-audio_url]

Duration: 49:39
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…
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…