Geopolitics

Holding the West together

April 26, 2022

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.


Headshot of Peter Haynes


Managing Director and Head of Index and Market Structure Research, TD Securities

Headshot of Peter Haynes


Managing Director and Head of Index and Market Structure Research, TD Securities

Headshot of Peter Haynes


Managing Director and Head of Index and Market Structure Research, TD Securities

Headshot of Frank McKenna


Deputy Chair, TD Securities

Headshot of Frank McKenna


Deputy Chair, TD Securities

Headshot of Frank McKenna


Deputy Chair, TD Securities

This podcast was originally recorded on April 25, 2022.
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