ACG Analytics

Join ACGA's team of analysts and Larry McDonald, founder of the The Bear Traps Report, as they discuss the macro and sovereign risk outlook during the Coronavirus pandemic. 

This podcast is a lightly edited version of a policy call held on April 23, 2020

Join ACGA's team of analysts and Larry McDonald, founder of the The Bear Traps Report, as they discuss the spread of the coronavirus and its effect on sovereign risk. This being compounded by the ongoing oil conflict between Saudi Arabia and Russia which has moved many sovereign debt issuances into the realm of distressed trading. Ratings agencies have been forced to downgrade several countries, including Mexico and South Africa, while others are sure to follow. They explore the macro risks associated with markets for several of these sovereign bonds and the potential for further outflows as the crises persist.

This podcast is a lightly edited version of a policy call held on April 1st, 2020. 

Join ACGA's managing partner David Metzner and our team of analysts for a special edition of the ACG Analytics podcast as they continue their discussion of Federal policy responses to the coronavirus pandemic: in-progress legislation, possible action from the Fed & Treasury, and market volatility.

The following podcast is a lightly edited version of a policy call we held on March 20th.

Join ACGA's managing partner David Metzner and our team of analysts for a special edition of the ACG Analytics podcast as they discuss policy responses to the coronavirus pandemic. They explore in-progress legislation, presidential powers, possible action from the Federal Reserve & Treasury Department, and market volatility.

The following podcast is a lightly edited version of a policy call we held on March 17th. 

Join ACGA's Managing Partner David Metzner, Director of International Policy Chris Czerwinski, and Senior Advisor Bart Oosterveld as they discuss the current situation in Argentina and its debt crisis. They explore upcoming milestones in Argentina's debt restructuring, this week’s visit by an IMF delegation, and expectations going forward. 

Recorded March 2, 2020 

Join ACGA’s Director of International Policy Chris Czerwinski and telecommunications expert John Kneuer as they discuss the FCC's upcoming public spectrum auction. They explore the events that led up to the decision for a public auction, expectations for Congressional action, and the impact on Intelsat.


Recorded February 13, 2020

Join managing partner David Metzner and our team of analysts on the first podcast of the new year as they discuss the 2020 election. Today they are discussing recent developments in the democratic primary, Trump’s path to reelection, and a possible flip in the Senate. ACG Analytics is a premier bespoke investment research provider at the intersection of capital markets, public policy and the political economy. 

Recorded January 15th, 2020 

"The ACG Analytics inaugural podcast features Managing Partner David Metzner and our team of analysts as they examine our 2020 outlook and areas of volatility. Topics include: trade, sanctions, currency, housing finance reform, cannabis legislation, fin-tech, Latin America, healthcare and the 2020 election. ACG Analytics is a premier bespoke investment research provider at the intersection of capital markets, public policy and the political economy.

Recorded on December 18th, 2019"