Guests: Frank McKenna, Deputy Chair, TD Securities
Host: Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities
Two weeks have passed since Frank last spoke to listeners. Since then, it has been chaos in global geopolitical circles, with Frank wondering whether some of this noise is meant to distract from issues the U.S. Administration would prefer to take a back seat in the current news cycle.
Trump's consistent musings about owning Greenland have become a major escalation of geopolitical risk, and Frank worries that it is at this juncture in cross-border disputes when mistakes happen, someone says or does the wrong thing, and a situation destabilizes. He is hopeful that cooler heads prevail, and an off ramp can be found in Davos. Frank still wonders why the U.S. Administration claims it needs Greenland, asking "why buy the cow when you already get the milk for free?"
This month's podcast also covers tariffs, Iran, Minnesota, Venezuela, the Board of Peace, the Munroe Doctrine, Canada's China pivot, Legault's resignation in Quebec, Powell's Fed Indictment, populist market interventions by Trump and Prime Minister Carney's "sobering" speech to the World Economic Forum.
| Chapitres: | |
|---|---|
| 1:10 | U.S. vs NATO on Greenland |
| 6:04 | Study Confirms Cost of Tariffs Borne by U.S. Consumer |
| 10:37 | Jawboning The Supreme Court Over Tariffs |
| 13:30 | Carney's Sobering Speech in Davos |
| 15:19 | Trump Rhetoric over Greenland Eerily Similar to Putin and Ukraine |
| 18:17 | Iranian Military Quells Uprising |
| 20:20 | Two Weeks Later – What Lies Ahead for Venezuela |
| 23:48 | Trump's Alternative to the UN – A So-Called "Board of Peace" |
| 27:14 | Listener Mailbag – MAGA Supporter Asks Frank about Munroe Doctrine |
| 35:38 | Trump's Populist Marketplace Interventions |
| 37:54 | ICE and Minnesota |
| 40:10 | Powell and Fed Independence |
| 41:40 | Legault Resignation Throws Open Quebec's Leadership Race |
This podcast was recorded on January 20, 2026.
Full transcript to come.
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