Episode 69
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-US trade negotiations, and the postmortem of President Trump's recent Whitehouse meeting with Ukraine President Zelensky. Frank describes trade negotiations as slogging along given that the two countries have incredibly inter-twined economies, and a complex trade and security relationship. Pipelines are back in the news and Frank weighs the pros and cons of a Keystone restart or pipeline to the Northern BC Coast with continued expansion of existing infrastructure. Chris provides our mostly Canadian audience with a 101 on gerrymandering, and its impact on mid-term elections. The two geopolitical experts finish up discussing the merits of a Nobel Peace Prize for Trump and potential end to the war in Ukraine.
This podcast was recorded on October 20, 2025
Chapter Times:
01:31 - Slogging Through Canada-US Trade Negotiations
13:39 - Carney's Balancing Act with Canada's Premiers
17:09 - Setting the Record Straight on Tariff Revenues
22:20 - Pipelines Back in the News in Canada
29:07 - Explaining Washington's Work Stoppage
33:53 - Is Stellantis's Brampton Plant Closure the Canary?
38:33 - Gerrymandering Gone Wild
43:41 - Peace Negotiations in Middle East and Ukraine
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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Published on 2 weeks, 6 days ago
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