Tariff Debate Takes Centre Stage

Tariff Debate Takes Centre Stage

From Geopolitics with Frank McKenna by TD Securities

February 27, 2026 · 45 min · Episode 75

About this episode

Frank McKenna discusses the implications of recent tariff rulings and geopolitical issues including Cuba, Iran, and Venezuela.

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

People in this episode

Host: Frank McKenna

Topics covered

  • tariffs
  • Supreme Court ruling
  • CUSMA negotiations
  • US military action
  • Venezuela
  • Keystone XL

Keywords

  • tariffs
  • Supreme Court
  • CUSMA
  • Trump
  • Iran
  • Venezuela
  • Keystone XL

Mentioned in this episode

Places: Cuba, Canada, US, Iran, Venezuela, Keystone XL

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