48 episodes

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

ACG Analytics ACG Analytics

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    • 5.0 • 2 Ratings

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

    ACG Analytics: Infrastructure & Afghanistan’s Domestic Implications

    ACG Analytics: Infrastructure & Afghanistan’s Domestic Implications

    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.

    • 9 min
    ACG Analytics: Future of Crypto Regulation

    ACG Analytics: Future of Crypto Regulation

    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

    • 21 min
    ACG Analytics: Central Bank Decisions, Emerging Markets, Canada, & France

    ACG Analytics: Central Bank Decisions, Emerging Markets, Canada, & France

    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. 

    • 22 min
    ACG Analytics: Commodities, Inflation & the Fed

    ACG Analytics: Commodities, Inflation & the Fed

    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

    • 26 min
    ACG Analytics: Infrastructure Talks Continue, EU M&A Regulations & Belarus

    ACG Analytics: Infrastructure Talks Continue, EU M&A Regulations & Belarus

    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. 

    • 14 min
    ACG Analytics: Infrastructure, NextGeneration EU, Brazil & Turkey

    ACG Analytics: Infrastructure, NextGeneration EU, Brazil & Turkey

    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 May 6, 2021

    • 14 min

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