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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