The Iranian Quagmire
In Episode 80, Frank jumps right into the tariff fray with a review of the recent 50% tariffs imposed by the United States on $20 billion worth of Canadian imports, suggesting that the maneuver is in part designed to eli...
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Geopolitics with Frank McKenna
TD Securities
An Early Look at Midterm Elections
In Episode 79, Frank welcomes back his friend and colleague Chris Krueger, Head of Global Macro Research for TD Securities and an expert on Washington politics, to discuss the upcoming US Midterm elections in November. ...
Geopolitics meets Major League Baseball
Frank and Peter found heaven in the May episode of Geopolitics with the marriage of a live audience for Episode 78 before a Jays game at the Rogers Center and a special guest appearance in the second half of this podcast...
A 24 Hour Geopolitical News Cycle
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 per...
Trump's Iran Conundrum
In Episode 76, Frank ponders the potential outcomes of the War in Iran and its impact on other global geopolitical events. He believes that despite a wide bid-ask spread in peace negotiations between Iran and the US that...
Tariff Debate Takes Centre Stage
What if Cuba became a territory of Canada? What if Justice Alito suddenly retired this summer? These are just two of Frank's more provocative thoughts in this month's episode of Geopolitics. Frank also addresses the "mon...
Is Chaos a Distraction?
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 US Administrat...
The Impact of Nicolas Maduro's Arrest on Geopolitics in the Western Hemisphere
Episode 73 of Geopolitics is a special episode in which Frank discusses the implications for global geopolitics of the arrest of Venezuelan President Nicolas Maduro. Frank discusses backlash in Washington of the decision...
December Musings and Predictions for 2026
Episode 72 of Geopolitics is a mix of current events and predictions for 2026. Frank discusses the U.S.'s recently released National Security Strategy that some pundits believe is akin to the original Monroe Doctrine pub...
Carney Travels the World While Managing Complex Domestic Agenda
Frank comes out on fire in Episode 71 when questioned on his recent travels to the Middle East, describing the region as hot, and clearly justifying the Prime Minister's recent outreach for partnerships with countries in...
Trade Update and Canada's Budget – Rona and Frank Debate
Episode 70 of Geopolitics is a bonus episode taken from a panel at our recent Portfolio Management and Market Structure Conference. Frank McKenna is joined by his TD colleague The Honorable Rona Ambrose, Deputy Chairwoma...
Never a Dull Moment in Washington
In Episode 69, Frank invites Chris Krueger, Strategist with TD Cowen's Washington Research Group, to join the pod to help navigate the fast-moving developments in Washington including the government work stoppage, Canada...
Franks Funk
Frank comes to the September podcast taping in a somber mood, strange for someone who prides himself as the eternal optimist. What has Frank in a mood? Well, he lists several issues with the current US Administration th...
CUSMA, Ukraine and Gerrymandering in Frank's Crosshairs
Frank is back after a month off with a lot to cover in the current Episode 67. He starts with a review of Canada's handling of forest fires, an area where Canada is arguably a world leader, and what can be done in the n...
Iran Takes Center of World Geopolitical Stage
Frank's focus during the June episode of Geopolitics was on analyzing the fluid situation in the Middle East following Israel's 12-day war with Iran and the US's decision to bomb Iran's nuclear facilities. Stepping back ...
Finally a Chance to Talk About Something Other Than Tariffs
For the first time in four months of our podcast series, the focus of Frank's attention is not centered around tariffs. This month Frank starts with a detailed analysis of Prime Minister Carney's cabinet, a carefully con...
The Puck Drops on Federal Election in Canada
In Episode 64, Frank covers the Canadian election from top to bottom, including addressing unflattering comments about Canada as a country from the leader of the Bloc Quebecois and the Premier of Alberta. Frank addresses...
Canada's New Prime Minister Joins Tariff/Sovereignty Debate
In Episode 63, the focus of discussions in on two main topics: new Prime Minister Mark Carney's early days at the helm of Canada, and tariffs. Frank discusses Carney's decision to travel to Europe before the US, a move t...
The Future of Canada-US Relations
In Episode 62, Frank is joined by Chris Krueger of TD Cowen's Washington Research Group to discuss the first 30 days of the Trump Administration, and the on-going trade war with Canada. Chris outlines his biggest surpris...
Trudeau, The Liberal Party, Tariffs and Trump – What the Future Holds for Canada-US Relations?
Episode 61 is a deep dive into Canadian politics. Frank starts by handicapping the Liberal leadership race to elect Canada's next Prime Minister, a leader whose first order of business will be filling the leadership vacu...