On Episode 29, we cover a wide range of topics, including the difficulties of air travel, and Canada's reputation for being one of the worst countries for delayed flights. Frank McKenna, Deputy Chair, TD Securities, discusses the peaceful overthrow of the Government of Sri Lanka, and he reveals which emerging countries are on his watchlist for similar uprisings. Frank also discusses Boris Johnson's exit from UK politics, and his reaction to the Bank of Canada's move to increase interest rates by 100 basis points. Frank concludes the episode with an analysis of the January 6 hearings, including his thoughts on whether the Department of Justice will formally charge President Trump.

Chapter Headings

1:55 – Summer & Air Travel Challenges

6:22 – Explaining A Three-Foot Putt

9:45 – The Implications of The Uprising in Sri Lanka

15:25 – Boris Johnson's Exit from UK Politics

19:20 – Will Trump be Charged?

21:20 – The Bank of Canada's Surprise Interest Rate Hike

Disclaimer

For relevant disclosures, visit https://www.tdsecurities.com/ca/en/tds-geopolitics-episode-29

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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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? In terms of recent updates on abortion laws, Frank does not believe President Biden's sliding ratings will change ahead of the U.S. midterm elections in November.  Frank also addresses potential land mines that could be triggered in the Ukraine-Russia war, and he hints that Putin may end up backed into a corner, further complicating the situation. Frank concludes the episode by citing feedback from business leaders and politicians on the hot topic of inflation and the looming threat of a recession.

Chapter Headings

2:21 – The Supreme Court and Roe v. Wade

15:50 – The Supreme Court and West Virginia v. Environmental Protection Agency

19:54 – Will the Supreme Court Help Biden's Popularity?

24:03 – Potential Land Mines in the Russia-Ukraine Conflict

29:10 – Will the Canadian Government Tax Excessive Profits in the Energy Sector?

35:52 – What are Business Leaders and Politicians Saying About Inflation?

Disclaimer

For relevant disclosures, visit https://www.tdsecurities.com/ca/en/tds-geopolitics-episode-28

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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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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In Episode 26, 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.

Chapter Heading Times

0:43 - The Political Implications of Long-Term Inflation

10:37 - Canada's Time to Shine

16:45 - The War Update

22:40 - Advice on Managing the Ever-Evolving ESG Debate

28:10 - What Macron's Win Means for Europe

31:10 - The Ontario Election: Will Doug Ford Secure Another Majority Government?

Disclaimer

For relevant disclosures, visit https://www.tdsecurities.com/ca/en/tds-geopolitics-episode-26

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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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.

Chapter Headings

0:50 – Biden Goes Off Script in Poland

8:55 – When is Economic War an Act of War?

11:44 – Explaining Russia's Retreat from Kyiv

18: 30 – Has Chancellor Merkel's Legacy Been Tarnished by Putin?

23:22 – Canada's C. D. Howe Moment

33:20 – The Liberal-NDP Deal

Disclaimer

For relevant disclosures, visit https://www.tdsecurities.com/ca/en/tds-geopolitics-episode-25

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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Frank McKenna, Deputy Chair at TD Securities and former Premier of New Brunswick and Canadian Ambassador to the United States, discusses geopolitical issues of the day in this monthly series hosted by Peter Haynes, Managing Director at TD Securities.

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.

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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