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 that has him questioning the United States's position as leader of the free world. Meanwhile he is very concerned about the prospect Trump triggers the shotgun clause on CUSMA wiping out the existing agreement, a possibility allowed under Article 34.6 of the Agreement. Hence the need for Canada's Prime Minister Carney to continue to strengthen trading relationships outside of the US such as was evidenced with his recent meeting with Mexican President Claudia Sheinbaum. Frank likes the appointment of Dawn Farrell to head the Major Projects Office and is bullish on the prospects that the one project, one review, one decision two-year time frame for Major Projects is realistic. Frank provides his thoughts on free speech in the wake of Charlie Kirk's assassination and on Putin's addiction to War. Finally, Frank cracked his familiar smile again when talking about his beloved Blue Jays as we do at the end of every podcast. This podcast was recorded on September 23, 2025 at 6 pm EST Chapter Headings: 00:52 Frank's Somber Mood Towards Canada-US Relations 06:33 Will Trump Renegotiate or Blow-Up CUSMA? 20:50 Carney Branches Out Trading Relationships 23:09 Dawn Farrell and Canada's Five Major Infrastructure Projects 28:58 Canada Joins Other G7 Countries in Recognizing Palestinian State 34:33 The Polarized US Political Landscape 41:26 Putin's Addiction to War 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
