Episodes
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss continued deliberations over the bipartisan infrastructure agreement and the Reconciliation package.  Additionally, they discuss the situation in Afghanistan and its impact on U.S. domestic and foreign policy.  This podcast is a lightly edited version of a policy call held August 19th, 2021.
Published 08/20/21
Published 08/20/21
Join ACGA's Managing Director Gabriella Heffesse and our analysts as they discuss recent congressional hearings on cryptocurrency regulations, the possibility of a central bank digital currency (CBDC), and the Administration's position.  This podcast is a lightly edited version of a policy call held July 8th, 2021
Published 07/09/21
Join ACGA's Director of International Policy Chris Czerwinski and our team of analysts as the discuss recent central bank decisions in Central and Eastern Europe as well as ACGA's  Risk Snapshot which attempts to measure political and economic risk endemic to each country, focusing this week on France and Canada. The team also discusses economic and political conditions in Peru, Iran, and Russia.  This podcast is a lightly edited policy call held June 24th, 2021. 
Published 06/25/21
Join ACGA’s Managing Director Gabriella Heffesse, Central Bank Analyst Jon Turek and guest Larry McDonald, founder of the Bear Traps Report, for our macroeconomic analysis on the latest U.S. data and how that’s impacting central bank policy and overall market movements.  This podcast is a lightly edited version of a policy call held May 25th, 2021
Published 06/04/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential infrastructure package(s) as bipartisan negotiations continue with a recent counteroffer from Congressional Republicans. They also discuss proposed EU regulations for M&As as well as the recent actions from the EU in response to Belarus forcing Ryanair flight 4978  to land. This podcast is a lightly edited version of a policy call held on May 27, 2021. 
Published 05/28/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential $4T infrastructure package currently being prepared as well as the timing and key legislative priorities that could be included in this package. They also discuss the NextGeneration EU approval timeline and funding disbursement; the legislative reform agenda in Brazil, and the recent Turkish central bank meeting.  This podcast is a lightly edited version of a policy call held on...
Published 05/07/21
Join ACGA's Director of International Policy Chris Czerwinski and our team of analysts as they discuss the recent U.S. sanctions against Russia and their impact as well as the first meeting of the Central Bank of Turkey (CBRT). They also discuss the...
Published 04/16/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential $4T infrastructure package currently being prepared as well as the timing and key legislative priorities that could be included in this...
Published 04/09/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential $3T infrastructure package currently being prepared as well as the timing and key legislative priorities that could be included in this...
Published 03/26/21
Join ACGA’s Managing Director Gabriella Heffesse, Central Bank Analyst Jon Turek, and founder of the Bear Traps Report Larry McDonald as they discuss the Federal Reserve’s upcoming FOMC meeting and expectations for monetary policy moving forward.
Published 03/16/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the Biden Administration prioritizing the de-escalation of trade and other conflicts with key U.S. allies to focus on more pressing international issues related to...
Published 03/12/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss Biden's trade agenda regarding China and the EU. Additionally, the team discusses the $1.9 trillion pandemic stimulus package under debate in the Senate. This podcast is...
Published 03/05/21
Join ACG Analytics’ Managing Partner David Metzner and our team of analysts as they discuss the turmoil in Brazil and drop in assets after President Bolsonaro removed Petrobras CEO Roberto Castello as well as the Congress considering the Emergency...
Published 02/26/21
Join ACG Analytics’ Managing Partner David Metzner and our  team of analysts as they discuss the next possible priorities of the Biden Administration including immigration reform, an infrastructure spending package and green energy.  The team also...
Published 02/19/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the $1.9 trillion pandemic relief package going through the reconciliation process, US outperformance, and US-China relations under Biden. This podcast is a lightly...
Published 02/12/21
Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the  $1.9 trillion pandemic relief package going through the reconciliation process and last week's GameStop stock phenomenon. This podcast is a lightly edited version...
Published 02/05/21
Join ACGA’s Managing partner David Metzner, our team of analysts, and special guest Larry McDonald as they discuss Biden’s recent executive actions, this week’s Federal Reserve meeting, the upcoming Speaker race in Brazil’s Congress, and market...
Published 01/29/21
Join ACGA’s Managing partner David Metzner, our team of analysts as they discuss the inauguration and President Biden's executive action during his first week.  The team also discusses El Salvador and President Bukele's effective response to the...
Published 01/22/21
Join ACG Analytics’ team of analysts as they discuss possible priorities of the Biden Administration including additional pandemic relief, an infrastructure spending package, and a focus on green policies. This podcast is a lightly edited version of a...
Published 01/15/21
Join ACGA’s Managing partner David Metzner, our team of analysts, and special guest Larry McDonald for our first podcast of 2021. The team discusses the recent Georgia Senate runoff elections, our expectations for President-elect Biden’s first 100 days,...
Published 01/08/21
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...
Published 11/20/20
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...
Published 11/13/20
Join ACGA's Managing Partner David Metzner and our team of analysts for a preview of the upcoming U.S. elections and the state of negotiations for another coronavirus stimulus package. This podcast is a lightly edited version of a policy call held...
Published 10/23/20
Please join David Metzner, Chris Czerwinski and John East to discuss the candidates’ debate performances, the current status of the Presidential election and the state of the next fiscal package.This podcast is a lightly edited version of a policy call...
Published 10/09/20