David Metzner

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David Metzner

David Metzner

@davidametzner

Managing Partner, @ACGAnalytics. Housing finance, trade policy, LATAM, merger-arb, fintech, telco. Proud father of four daughters and three dogs. Views my own.

Washington, DC Katılım Kasım 2019
319 Takip Edilen1.8K Takipçiler
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ACG Analytics
ACG Analytics@ACGAnalytics·
ACGA has launched our new website! Visit: acg-analytics.com. Our redesigned site offers easier access to research, updates on policy issues we’re tracking & our latest global engagements. Clients: email research@acg-analytics.com for access to our research portal/iOS app.
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David Metzner
David Metzner@davidametzner·
An evening of friendship w/@SecScottBessent & @SenatorHagerty, two of our most knowledgeable public servants on Japan, & Amb. Shigeo Yamada @JapanEmbDC celebrating the Japanese Emperor’s birthday. Thank you Japan for donating 250 cherry blossom trees for the USA’s 250th birthday.
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Charles Gasparino
Charles Gasparino@CGasparino·
SCOOP: @netflix CEO Ted Sarandos is scheduled to meet with AG @PamBondi, WH chief of staff @SusieWiles and DOJ antitrust officials imminently today as he tries to save his bid to purchase @wbd's studio and streamer from almost certainly being challenged by the Trump Administration on antitrust grounds and its alleged progressive political bias in which it pushes this content with its ever growing market clout. Also on the agenda I am told are remarks made by @netflix board member @AmbassadorRice a top Dem and former Obama national security adviser who threatened retribution against cos that "take a knee" in their dealings with the Trump Administration. Unclear if Sarandos is meeting with president Trump (who has called for Netflix to fire Rice) despite his intention to do so, as I was first to report. @WBD is now weighing a rival "sweetened" bid from @paramountco - @Skydance and its decision could be swayed by how these meetings today go for Sarandos. @wbd could make an announcement on bidding war after the closing bell, I am told, though this has NOT been confirmed by the company. Story developing
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Charles Gasparino
Charles Gasparino@CGasparino·
Appearing live on @X momentarily, my “Risk and Return” podcast w the gang from @S3Partners where we talk the latest about NVIDIA, Live Nation calls and @netflix faltering deal to buy @wbd
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David Metzner
David Metzner@davidametzner·
@CGasparino WH meetings, but no POTUS. Your reporting is spot on. Netflix's deal is bi partisan un popular here in DC.
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Nick Sortor
Nick Sortor@nicksortor·
🚨 JUST IN: President Trump is shaking the hands of EACH AND EVERY Team USA hockey player in the Oval Office, congratulating them on their huge win Imagine being a Democrat and being ANGRY over this. Congrats, guys! 🇺🇸
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David Metzner
David Metzner@davidametzner·
It was great to join @PeterRashish and participate on the @amgerinst panel last week in Frankfurt. The transatlantic exchange of views is always valuable!
ACG Analytics@ACGAnalytics

ACGA's @davidametzner spoke at the @amgerinst Frankfurt Symposium last week. He examined the U.S. macro outlook for 2026 during Trump’s 2nd year, focusing on trade policy, fiscal priorities & geopolitics. Thanks to AGI & @PeterRashish for a substantive discussion in Frankfurt.

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Geiger Capital
Geiger Capital@Geiger_Capital·
Zohran Mamdani just proposed a preliminary budget of $127 Billion for NYC… The entire state of Florida is $117 Billion.
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John Mark Newman
John Mark Newman@johnmarknewman·
Why are writers, directors, and producers concerned about Netflix buying WB-HBO? Here's Netflix's own CEO on a pre-deal earnings call, describing how great competition between Netflix and HBO is for upstream talent, and how it helps to grow the industry. A merger kills that.
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ACG Analytics
ACG Analytics@ACGAnalytics·
Last week at Davos Lodge 2026, ACG Analytics Managing Partner @davidametzner spoke on the U.S. 2026 Forecast, examining Trump-era policy dynamics and their implications for global markets, trade, and geopolitical risk. Watch the full discussion below. youtube.com/watch?v=U7_H2T…
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David Metzner
David Metzner@davidametzner·
It was great to spend last week at #Davos26 to share our Trump 2026 Forecast with #DavosLodge, participate in a number of transformative conversations, and enjoy the intellectual exchange of views!
ACG Analytics@ACGAnalytics

Last week at Davos Lodge 2026, ACG Analytics Managing Partner @davidametzner spoke on the U.S. 2026 Forecast, examining Trump-era policy dynamics and their implications for global markets, trade, and geopolitical risk. Watch the full discussion below. youtube.com/watch?v=U7_H2T…

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David Metzner@davidametzner·
Davos: Day 3. Great to be at Qatar House. The beauty of Davos adds much to the experience! #Davos2026
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David Metzner
David Metzner@davidametzner·
Interesting to hear Secretary Bessent’s press conference with the international press. #Davos26
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David Metzner@davidametzner·
Fun to present at Davos on our Trump 2026 Forecast. Enjoyed the opportunity to meet and hear the architect Daniel Libeskind.
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David Metzner
David Metzner@davidametzner·
It was great to return to @MilkenInstitute Middle East & Africa Summit. A rare opportunity to hear from Global CEOs on their use of AI & directly from key UAE leaders on AI Strategy. Fascinating that Emirates already using a small nuclear reactor for this, while the US has none!
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David Metzner retweetledi
Mila Joy
Mila Joy@Milajoy·
Another reason to love this man. His motorcade saw a group of Firemen saluting him, so he stopped the car and got out to thank them.
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