Holding the West Together

Holding the West Together

Author: TD Securities April 26, 2022 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. Frank also provides a high-level perspective on the war in Ukraine, indicating that the West is "draining the swamp" by isolating Russia and cutting off its lucrative supply of energy to Europe. Frank goes on to highlight how Emmanuel Macron's victory over Marine Le Pen, the far-right presidential candidate in France, reduces the risk of a split with the West. Frank details how this could also impact the search for alternative energy solutions, including nuclear energy. Frank concludes the episode by offering sound advice to corporate executives regarding the ESG debate, making an important connection to Ukraine's sovereignty. Chapter Heading Times 0:43 - The Political Implications of Long-Term Inflation 10:37 - Canada's Time to Shine 16:45 - The War Update 22:40 - Advice on Managing the Ever-Evolving ESG Debate 28:10 - What Macron's Win Means for Europe 31:10 - The Ontario Election: Will Doug Ford Secure Another Majority Government? Disclaimer For relevant disclosures, visit https://www.tdsecurities.com/ca/en/tds-geopolitics-episode-26

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 55, Frank discusses Ukrainian tactics in its war with Russia, suggesting that the incursion into Russian territory and recent drone attacks are more than just bargaining chips. Crossing back to North America,…
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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 la…
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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…
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In our last episode before the calendar turns to 2024, the conversation begins in Israel where Prime Minister Netanyahu struggles to maintain support for his war against Hamas. Next, we shift to Russia, where President P…