June 29, 2022
War, Inflation and the Supreme Court
In this episode, Frank McKenna, Deputy Chair, TD Securities, takes aim at the highly politicized Supreme Court now that the Republicans are holding a supermajority. How will a very right-wing agenda of reforms to climate change, abortion, and gun laws sit with the majority of Americans, and what does it signal about the Supreme Court? Frank also addresses potential land mines that could be triggered in the Ukraine-Russia war, and cites feedback from business leaders and politicians on the hot topic of inflation and the looming threat of a recession.
May 31, 2022
Election Issues in North America with Special Guest: Rona Ambrose, Deputy Chairwoman, and former Conservative Party Leader
In this episode, Frank McKenna, Deputy Chair, TD Securities, is joined by the Honourable Rona Ambrose. Together, they cover a host of election issues across North America, including the Conservative Party Leadership Race, the Ontario Provincial Election, and the bombshell announcement of Jason Kenney's resignation as Alberta Premier. Frank also touches on the recent tragic events in Uvalde, Texas. He expresses his views on gun reform in the U.S., and he outlines whether this event will be a ballot issue in the upcoming U.S. midterm elections. In another discussion, Rona does not believe the leaked Roe v. Wade decision, or recent gun violence, will impact Canadian elections in the coming months. On the global front, Frank offers his perspective on the war in Ukraine, and megatrends that are on the horizon, including energy, agriculture, and pharmaceutical independence, as well as deglobalization. Inflation is also a main talking point, as politicians everywhere confront this topic for the first time in 30 years.
This long-form podcast contains incredible insights from former political leaders that remain connected to the current geopolitical landscape. It is a must-listen for investors who are trying to navigate critical events in the day-to-day markets.
April 26, 2022
Holding the West together
In this episode, 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.
April 1, 2022
Russia's next move
In this episode, Frank McKenna, Deputy Chair, TD Securities, takes a post-mortem look at the G7 Leaders' Summit held in Brussels over the weekend. Frank suggests that Biden's comments on the regime change in Russia were unhelpful and may be forgotten. He also analyzes Russia's retreat from Kyiv, hinting that if Russia is acting rationally, this may signal a potential end to the conflict. With Russia facing ongoing ostracization from the Western World, Frank believes Canada should take a leading role in reshaping the global economy, with an important nod to C.D. Howe. Frank concludes the episode by examining the recent Liberal-NDP deal, and what it means for Prime Minister Trudeau's next move.
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