Ottawa Fighting Battles on Several Flanks in Canada

Ottawa Fighting Battles on Several Flanks in Canada

Author: TD Securities December 19, 2023 Duration: 40:30
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 Putin warned his neighbor Finland, a recently minted NATO member, that he will be assigning military to the Russia-Finland border area despite acknowledging he has no territorial rights over NATO nations. Back in Canada, Frank is critical of Quebec's decision to raise language standards and tuition costs for out of province students, a blow to McGill and Concordia along with the City of Montreal who will suffer due to a lack of enrollment and corresponding reductions in revenue. The conversation then moves on to David Dodge's recent paper on improving productivity for Canada, a problem that Frank thinks is worthy of a Royal Commission. We finish with a review of Canada's proposed Cap and Trade system to address oil and gas emissions and a postmortem of Argentina's new President Javier Mileil's first week on the job. Chapters 1:26 – Netanyahu's Western Support Crumbling 9:28 – Putin's Warning to Finland 14:50 – A Blow to English Speaking Universities in Quebec 18:28 – Solving Canada's Productivity Gap 26:00 – Canada's Cap and Trade Solution 31:30 – Mileil's First Week on the Job This podcast was recorded on December 18, 2023. For relevant disclosures, visit: tdsecurities.com/ca/en/tds-geopolitics-episode-47. 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
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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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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…
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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…
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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…
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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…
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Duration: 45:37
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