Trump, Trump, and More Trump…

Trump, Trump, and More Trump…

Author: TD Securities May 28, 2024 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, Frank covers the Sunak government's decision to call an early election in the U.K. and the trend toward authoritarian governments around the world, calling it a cyclical rather than secular trend. Frank checks in on new Argentine President Javier Milei's efforts to reduce the size of government and services in order to improve its financial position, a process that is complicated and requires compromise. He tells the U.S. Senators complaining to Trudeau about Canadian defense spending to stand down as the country's defense spending is moving in the right direction. Finally, he covers the U.S. election and suggests that despite his likely guilty verdict, Trump's opposition ought to change the narrative from "Trump is bad" to "Trump is going to get off". Chapters 00:37 – Canada Loses Another Business Icon Arthur Irving 05:36 – Sunak's Surprise UK Election Call 12:03 – Is the Move to Authoritarian Leaders a Secular or Cyclical Change? 15:04 – Checking in on Argentina's President Javier Milei 20:34 – Bi-Partisan Letter From Senators to Trudeau on Defense Spending 24:39 – Trump the Martyr This podcast was recorded on May 24, 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
Carney Travels the World While Managing Complex Domestic Agenda [not-audio_url] [/not-audio_url]

Duration: 49:39
Frank comes out on fire in Episode 71 when questioned on his recent travels to the Middle East, describing the region as hot, and clearly justifying the Prime Minister's recent outreach for partnerships with countries in…
Trade Update and Canada's Budget – Rona and Frank Debate [not-audio_url] [/not-audio_url]

Duration: 55:49
Episode 70 of Geopolitics is a bonus episode taken from a panel at our recent Portfolio Management and Market Structure Conference. Frank McKenna is joined by his TD colleague The Honorable Rona Ambrose, Deputy Chairwoma…
Never a Dull Moment in Washington [not-audio_url] [/not-audio_url]

Duration: 49:03
In Episode 69, Frank invites Chris Krueger, Strategist with TD Cowen's Washington Research Group, to join the pod to help navigate the fast-moving developments in Washington including the government work stoppage, Canada…
Franks Funk [not-audio_url] [/not-audio_url]

Duration: 48:57
Frank comes to the September podcast taping in a somber mood, strange for someone who prides himself as the eternal optimist. What has Frank in a mood? Well, he lists several issues with the current US Administration tha…
CUSMA, Ukraine and Gerrymandering in Frank's Crosshairs [not-audio_url] [/not-audio_url]

Duration: 53:32
Frank is back after a month off with a lot to cover in the current Episode 67. He starts with a review of Canada's handling of forest fires, an area where Canada is arguably a world leader, and what can be done in the ne…
Iran Takes Center of World Geopolitical Stage [not-audio_url] [/not-audio_url]

Duration: 44:52
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…
Finally a Chance to Talk About Something Other Than Tariffs [not-audio_url] [/not-audio_url]

Duration: 50:34
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…
The Puck Drops on Federal Election in Canada [not-audio_url] [/not-audio_url]

Duration: 52:46
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…