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, we discuss the on-going love in with the Harris-Walz ticket, and the importance of Trump vs Harris on September 10.  Frank downplays the significance of an RFK Jr defection to Trump's camp as it remains unclear whether the existence of RFK Jr as a third-party candidate helps or hurts the Republicans.  Before we finish with our proverbial critique of the Jays, Frank offers his thoughts on the importance of public-private partnerships in fixing Canada's aging infrastructure.

Chapter Headings

05:22 - Ukraine's Aggressive Move into Russia

11:14 - Democrats Control the News Cycle

18:24 - Is RFK Important to Trump?

23:57 - Trudeau's Calculus

28:20 - How to Fix Canada's Aging Infrastructure

This podcast was recorded on August 21, 2024

For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.