The Future of Canada-US Relations

The Future of Canada-US Relations

Author: TD Securities February 19, 2025 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 surprises to date, including the sheer torque of rulemaking from the executive branch - he figures his team in Washington undershot the runway when it suggested Trump 2.0 would be "all gas, no break." Frank provides insights into Canada's strategy for defending itself and thinks the current alignment across the country will be key to victory against the US tariffs, but he agrees with former Prime Minister Harper in suggesting that Canadians will need to be prepared to endure some hardships through this difficult period. He also explains the meaning of Interprovincial trade barriers, suggesting that they act as a 7% tariff on goods moving from province to province. Chris also shares his biggest surprises to date in Trump's second term, including the influence of Elon Musk. Both Chris and Frank think that the right leaning Supreme Court will give Trump leeway to continue his changes in Washington but will keep some guardrails in place. This podcast was recorded on February 18, 2025. Chapter Headings 03:23 Newfoundland Premier’s “Chilling” Feedback from Trump Team 10:38 Next Steps on Canada-US Tariff Debate 15:40 Will Supreme Court Support Guard Rails for Executive Branch? 24:40 Flooding the Zone to Change the Narrative in US 31:22 Elon Musk’s Influence on Whitehouse

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
In Conversation with Chris Krueger, Washington Research Group [not-audio_url] [/not-audio_url]

Duration: 44:23
In Episode 39, Frank invites his new colleague from TD Cowen's Washington Research Group, Chris Krueger, to the monthly podcast for a discussion on US politics. The two geopolitical experts discuss potential solutions to…
Geopolitics Gone Crazy [not-audio_url] [/not-audio_url]

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…
Where is Roxham road? [not-audio_url] [/not-audio_url]

Duration: 44:44
In Episode 37, Frank deep dives the immigration complexities of North America, in particular the issue of refugees seeking asylum from the USA into Canada via irregular ports of entry not covered under existing immigrati…
The Never-Ending Confidential Documents File [not-audio_url] [/not-audio_url]

Duration: 34:42
Episode 36 returns to addressing the geopolitical topics of the day. The episode begins with a discussion of the document storage security breaches by various important US politicians, a story that is keeping cable telev…
10 Predictions for Geopolitics in 2023 [not-audio_url] [/not-audio_url]

Duration: 46:15
The start of a new year is always a great time for predictions, so we decided to challenge Frank to provide his thoughts on ten of the most important geopolitical matters impacting Canada and the rest of the world order.…
Donald Trump and His Legal Woes [not-audio_url] [/not-audio_url]

Duration: 44:21
In Episode 34, Frank breaks down the legal woes of Donald Trump and is left to wonder "is it possible to be President of the United States while in jail?" Of all the cases in front of the former President, Frank thinks i…
Talking Canadian Politics with Rona Ambrose [not-audio_url] [/not-audio_url]

Duration: 45:52
Episode 33 of our monthly podcast series on Geopolitics is a special bonus for our listeners. In this episode, we listen in on a recent interview with The Honorable Rona Ambrose conducted at our 23rd Annual TD Securities…
The UK's Lost Trusst in its Leader [not-audio_url] [/not-audio_url]

Duration: 40:15
In Episode 32, Frank addresses the rhetoric from Alberta's new Premier Danielle Smith who he believes will need to tone down the message in order to be electable next May. The theme of inflation is prevalent, with Frank…