Frank is back from a vacation in the Far East, and he is fired up to talk about the US Election and its implications for global geopolitics. We cover Trump's controversial cabinet picks. Frank is supportive of Marco Rubio as Secretary of State, and Rubio will have his hands full with very active global hot spots in Russia, China, and the Middle East. The conversation ends with the new US Administration's implications on Canada, including whether Canada and the USMCA will be on the inside or outside of Trump's proposed tariff wall, and timing for a Canadian election. This podcast was recorded on November 21, 2024. Chapter Headings 1:00 – Frank's Unique Take on the Election Result 5:07 - Handicapping Complex Senate Confirmations 12:16 - Elon Musk's New Role Running DOGE, the Department not the Coin 17:52 – Comparing Cabinet Appointment Process in US vs Parliamentary System 20:07 – Are We Nearing the End Game in Russia? 28:16 - The Future of USMCA and Relationship with Mexico 31:47 - The Latest on Timing for a Canadian Election 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.
