In Episode 27, 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.

Chapter Headings

1:15 - An Update on War in Ukraine

8:35 - The Rise of Putin Imitators

17:15 - Energy Independence and Other Megatrends

24:30 - Inflation: Is it Time to Fire Central Bankers En Masse?

35:55 - The Conservative Leadership Race

43:18 - Gun Violence and the U.S. Midterm Elections

51:30 - The Surprise Resignation of Jason Kenney

56:26 - The Ontario Election

Disclaimer

For relevant disclosures, visit https://www.tdsecurities.com/ca/en/tds-geopolitics-episode-27

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.

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