ACG Analytics

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ACG Analytics episodes

  • ACG Analytics: Lame Duck Congress, Biden Administration, & Next Generation EU

    Please join David Metzner and our team of analysts as they discuss their expectations for the Lame Duck Congress and what they see as initial priorities for an incoming Biden Administration. Additionally, they discussed the EU’s ongoing negotiations regarding the Multiannual Financial Framework (MFF) as well as the “Next Generation EU” recovery package.

    This podcast is a lightly edited version of a policy call held November 19th, 2020.

    22 min
  • ACG Analytics: Post-Election, Biden Expectations, & The Armenia-Azerbaijan Conflict

    Please join David Metzner and our team of analysts as they discuss the post-election landscape, the upcoming Georgia Senate runoff races, and our expectations for the Lame Duck Congress. Additionally, they discuss Biden’s possible future foreign policy regarding sanctions, trade and U.S. diplomatic relations as well as recent developments in the Armenia-Azerbaijan conflict .

    This podcast is a lightly edited version of a policy call held November 12th, 2020.

    19 min
  • ACG Analytics: RBG, 2020 Elections & The Macro Outlook

    Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the various issues churning through Washington: the upcoming Supreme Court nomination, funding the Federal Government, additional stimulus, and the 2020 elections. We will also discuss our weekly emerging markets outlier, Hungary, and the fraught process that continues with Brexit.
    This podcast is a lightly edited version a policy call held on September 24th, 2020. 

    21 min
  • ACG Analytics: Congress Update, Brexit, & Bolsonaro's Spending Programs

    Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the impasse over additional stimulus funding in Congress, polling on key Senate races, how Azerbaijan stands out in pandemic recovery in emerging markets, Brexit’s next steps and the Bolsonaro Administration’s plans for additional spending programs. This podcast is a lightly edited version of a policy call held September 17th, 2020.

    20 min
  • ACG Analytics: State of Coronavirus Relief Negotiations

    Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the political situation inside Washington DC and the worsening state of negotiations for another coronavirus stimulus package. 

    This podcast is a lightly edited version of a policy call held August 6th, 2020

    13 min
  • ACG Analytics: CARES Act 2, 2020 Elections, & U.S.-China Tensions

    Join ACGA's team of analysts and special guest Larry McDonald, founder of the Bear Traps Report, as they discuss the next CARES Act, 2020 U.S. elections and potential running mates for Biden. They also discuss international developments: increasing U.S.-China tensions, Europe’s recent stimulus package, and Brazil’s proposed tax reform. 

    This podcast is a lightly edited version of a policy call held July 23rd, 2020. 

    19 min

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ACG Analytics is a premier bespoke investment research provider at the intersection of capital markets, public policy and the political economy.