The Not So Summer Doldrums

The Not So Summer Doldrums

Author: TD Securities July 28, 2023 Duration: 43:28
In Episode 42, Frank checks in from his summer location in New Brunswick for a wide ranging discussion on a busy geopolitical calendar.  We start close to home with a recap of Secretary of State Hillary Clinton's recent speech to Frank's charity summer golf event on the East Coast.  Not surprisingly, Clinton's remarks centered on US politics, including the prospect of a Donald Trump Republican Party nomination and the likelihood of a third party disruptor at the 2024 election.  Frank compares the situation in Netanyahu's Israel to a 2nd Trump term in the Oval Office and suggests that no one should take for granted democratic norms in the Western world.  After brief remarks on the NATO summit, we pivot to Canadian politics and discuss the Trudeau cabinet shuffle and its potential impact on the next party in power in Canada.  Before we finish on the Blue Jays, Frank gets out his crystal ball for a very interesting look at the world from his lens 10 years from now. 1:32 - Secretary Clinton visits Frank's East Coast Charity Event 7:30 - The Prospects of a Third Party Disruptor in 2024 13:38 - The World Reacts to Netanyahu's Move to Weaken the 19:21 - Supreme Court in Israel 23:04 - Trudeau's Cabinet Shuffle 28:28 - Governing Canada with Just One Premier Wearing Liberal Stripes 31:55 - The Future of the World 10 Years from Now This podcast was recorded on July 27, 2023 This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. 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
Canada's Provincial and Federal Election Watch [not-audio_url] [/not-audio_url]

Duration: 43:52
Episode 56 is a mostly Made in Canada geopolitical discussion. Frank covers the NDP decision to end its supply and confidence agreement with Prime Minister Trudeau and his Liberal Party, leading to speculation of a snap…
Canada's Aging Infrastructure – Adversity or Opportunity? [not-audio_url] [/not-audio_url]

Duration: 38:07
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,…
Frank McKenna Live [not-audio_url] [/not-audio_url]

Duration: 49:04
Who says the summer is boring? In Episode 54, Frank admits there is not enough time in the day to keep up with the current geopolitical landscape. After a brief history of Frank's storied career, this month's discussion…
Global Election Calendar [not-audio_url] [/not-audio_url]

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 la…
Trump, Trump, and More Trump… [not-audio_url] [/not-audio_url]

Duration: 35:20
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…
Back to the Home Front in Canada [not-audio_url] [/not-audio_url]

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…
A Turning Point in the War in Ukraine [not-audio_url] [/not-audio_url]

Duration: 32:39
In this episode, Frank discusses the very active calendar of events in the War in Ukraine, Trump's wins and losses in the primaries and the courts respectively, along with recent developments in China as relations with t…
Frank's 2024 Geopolitical Predictions [not-audio_url] [/not-audio_url]

Duration: 47:21
Back by popular demand, in Episode 48 Frank returns to the predictions game on 10 geopolitical topics important in Canada, the US and around the world in 2024. Topics covered in this predictions episode cover a wide rang…
Ottawa Fighting Battles on Several Flanks in Canada [not-audio_url] [/not-audio_url]

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 P…