Episode 46 covers a lot of geography. We start with a review of recent victories by right wing leaders in Argentina and Netherlands, which Frank believes is part of the natural pendulum swinging opposite incumbent center-left leadership amplified by Trump-related populist rhetoric. We spend a lot of time in Canada, first discussing Canada's position on the wrong side of NATO's defense spending targets and then with respect to the Liberal Party's recent Fall Economic Statement, in which the Government's target of "modest" deficits will be brought into question. We finish the Made in Canada discussion on more Alberta grievances, this time with respect to the legality of Federal net zero targets for Canada's electricity-grid.  After Canada, Frank updates us on the thawing India-Canada relations; whether the Israel-Hamas war is contained; then ending on a positive note with a discussion on improving US-China relations. Right Wing Victories in Netherlands, Argentina – 1:40Western World Atrophy Towards Ukraine – 8:00Canada's Defense Spending Problem- 14:00More than Modest Deficits in Canada – 17:30More Alberta Grievances – 27:50US Follows Canada - Alleges Indian Plot to Kill Sikh American – 33:50Is Israel-Hamas War Contained? – 37:20Lowering the Temperature between Super Powers – 41:20 This podcast was recorded on November 27, 2023. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.
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