Global Election Calendar

Global Election Calendar

Author: TD Securities June 20, 2024 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 latter appearing to be a foregone conclusion, with the only item left to decide being the future of the UK Conservative Party which is expected to be obliterated at the polls on July 4. In France, Frank questions President Macron's calculus for calling a surprise summer election. Believing he could be holding together a centrist coalition while being threatened on both flanks, with the right-wing National Rally party occupying first place in polling, and a left-wing coalition also leading the incumbent government. We then move on to discuss two recent important elections. First, Mexico and the success of out-going leader AMLO's hand-picked successor Claudia Sheinbaum, who bucked the global trend of incumbent government disruption in other elections. Then we discuss President Modi's inability to garner a majority victory in India despite having tailwinds, including a powerful social media campaign. Finally, Frank offers his opinion on the importance of the US Presidential debates, and Trump's never-ending Apprentice-like search for his November running mate. Chapter Headings: 03:08 - Bank of Canada Rate Decision 06:18 - Frank's Hot Button Topics: Elections and Capital Gains 09:21 - Macron's Gambit 15:10 - Starmer's Steamroll in the UK 18:02 - Future of the Conservative Party 22:48 - AMLO's Protégé in Mexico 28:16 - Reining in Modi in India 33:13 - Importance of US Election Debates and Trump Running Mate This podcast was recorded on June 18, 2024.

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
Iran Takes Center of World Geopolitical Stage [not-audio_url] [/not-audio_url]

Duration: 44:52
Frank's focus during the June episode of Geopolitics was on analyzing the fluid situation in the Middle East following Israel's 12-day war with Iran and the US's decision to bomb Iran's nuclear facilities. Stepping back…
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Duration: 50:34
For the first time in four months of our podcast series, the focus of Frank's attention is not centered around tariffs. This month Frank starts with a detailed analysis of Prime Minister Carney's cabinet, a carefully con…
The Puck Drops on Federal Election in Canada [not-audio_url] [/not-audio_url]

Duration: 52:46
In Episode 64, Frank covers the Canadian election from top to bottom, including addressing unflattering comments about Canada as a country from the leader of the Bloc Quebecois and the Premier of Alberta. Frank addresses…
Canada's New Prime Minister Joins Tariff/Sovereignty Debate [not-audio_url] [/not-audio_url]

Duration: 53:17
In Episode 63, the focus of discussions in on two main topics: new Prime Minister Mark Carney's early days at the helm of Canada, and tariffs. Frank discusses Carney's decision to travel to Europe before the US, a move t…
The Future of Canada-US Relations [not-audio_url] [/not-audio_url]

Duration: 1:03:30
In Episode 62, Frank is joined by Chris Krueger of TD Cowen's Washington Research Group to discuss the first 30 days of the Trump Administration, and the on-going trade war with Canada. Chris outlines his biggest surpris…
Canada's Acute Case of Tariffitis [not-audio_url] [/not-audio_url]

Duration: 36:30
Episode 60 is dominated by recent events in Ottawa, a period Frank describes as the most chaotic in his lifetime. Frank first dissects the decision by Chrystia Freeland to resign from her post as Minister of Finance prio…
Post Election Hangover – Now What? [not-audio_url] [/not-audio_url]

Duration: 41:22
Frank is back from a vacation in the Far East, and he is fired up to talk about the US Election and its implications for global geopolitics. We cover Trump's controversial cabinet picks. Frank is supportive of Marco Rubi…
The US Election – Post Mortem with Chris Krueger and Rona Ambrose [not-audio_url] [/not-audio_url]

Duration: 42:29
In this special edition of Geopolitics, we check in on a post-election panel discussion at the 25th Annual TD Securities Portfolio Management and Market Structure Conference. With Frank Mckenna out of the country, Geopol…
The Long Road to the US Election Nears an End – or does it? [not-audio_url] [/not-audio_url]

Duration: 45:37
In Episode 57, Frank invites Chris Krueger, TD Cowen's Washington politics expert, to the podcast to discuss the upcoming November 5th US Election and key factors that will determine who wins the Presidential race. Frank…