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: 50

Geopolitics with Frank McKenna
Podcast Episodes
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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…
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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…
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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…
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Episode 52 takes us on a journey across several continents and covers a wide spectrum of topics. After remembering the legacy of his good friend and New Brunswick business icon Arthur Irving, who passed away recently, Fr…
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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 ho…