Guests: Frank McKenna, Deputy Chair, TD Securities
Host: Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities
Episode 77 covers a wide range of topics on the geopolitical landscape including the recent assassination attempt on President Trump, the implications on global energy markets of UAE's decision to exit OPEC and which person is leading Iran in negotiations with the United States. Frank discusses the stalemate and war of attrition that is the Russia-Ukraine conflict, which is a win for Ukraine and the impact on populist governments of the shocking defeat by authoritarian leader Victor Orban in Hungary. The conversation turns to Canada where Frank discusses Carney's back door into a majority and how it will change calculus for the Liberal leader's policymaking and CUSMA negotiation strategy. He finishes with analysis of Prime Minister Carney's recent announcements of a new Sovereign Wealth Fund and an upcoming Federal Government-led global investment Summit planned for Toronto in September, both positive developments for Canada.
| Chapitres: | |
|---|---|
| 0:48 | President Trump Assassination Attempt |
| 5:58 | Who is Negotiating on Behalf of Iran? |
| 11:25 | U.A.E. Leaves OPEC |
| 13:38 | Ukraine's Move to Back Pages Masks Recent War Successes |
| 17:41 | What Orban's Loss Means for Populist Leaders? |
| 30:35 | Carney Replies to Greer's Threats Ahead of CUSMA Talks |
| 32:22 | Explaining Canada's New Sovereign Wealth Fund |
| 36:46 | Recent Investment Wins for Carney Puts Approval Process in Spotlight |
This podcast was recorded on April 28, 2026.
Full transcript to come.
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