Tariff Debate Takes Centre Stage

What if Cuba became a territory of Canada? What if Justice Alito suddenly retired this summer? These are just two of Frank's more provocative thoughts in this month's episode of Geopolitics. Frank also addresses the "monumental" Supreme Court ruling on tariffs, Trump's pivot to Section 122 flat tariffs and Jameson Greer's suggestion that Canada needs to accept some tariff level as part of CUSMA negotiations, a point Frank pushes back on given it defeats the notion of a "free trade agreement." He also discusses the prospect of US military action in Iran, the latest on Venezuela and the possible revitalization of Keystone XL.

 

This podcast was recorded on February 26, 2026

 

Chapter Headings:

 

01:36 - Frank's Musings on Supreme Court Changes and a Solution for Cuba

10:39 - Supreme Court Ruling on IEEPA Tariffs and Trump's Pivot to 122

18:08 - Does Canada Have to Accept Tariffs in a renewed CUSMA?

23:52 - Trump's Plan to Replace Income Tax with Tariff Revenues

27:26 - Will Trump Attack Iran?

33:34 - The Latest in Venezuela

35:27 - South Bow Discusses Revitalizing Keystone XL

 

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.