Episode 45 comes at you straight from TD's 24th Annual Portfolio Management and Market Structure Conference, held November 2nd. Frank is joined on stage by Chris Krueger of TD Cowen's Washington Research Group for a panel discussion entitled The Washington Circus. Before Chris and Frank dig in on Washington, they first discuss the emerging threat of a broadening unrest in the Middle East, which Frank feels can and will be contained, but it is a dangerous situation. Chris plays the role of Washington Insider for an update on House negotiations for continued aid to Israel and Ukraine ahead of a potential Government shutdown on November 17th. Turning to the election cycle, Frank addresses the impact of third-party candidates such as RFK Jr., No Labels and Cornel West of the Green Party on both the Democrats and Republicans while Chris adds his thoughts on the likelihood of competition for Trump and/or Biden in the primaries. Frank finishes with an update on India-Canada relations and a passionate plea for Alberta to move on from the idea of separating from the CPP, earning him the first ever audience intra-session ovation in the 24-year history of our conference.
Containing the Israel-Hamas War – 3:35
The Future of Netanyahu – 16:50
An Election Cycle Update – 20:08
Gerrymandering 101 – 33:20
Frank's Message to our Prime Minister about CPP – 52:10
Canada-India – 55:30
This podcast was recorded on November 2, 2023.
For relevant disclosures, visit: tdsecurities.com/ca/en/tds-geopolitics-episode-45. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.
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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