David Metzner

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

[Charles Gasparino @CGasparino]

MUST READ: The Iron Lady of the American Jewish Right: @ElliotKaufman6 interviews Ruth Wisse https://t.co/RA3nwvF84e via @WSJopinion

[ACG Analytics @ACGAnalytics]

ACGA’s @davidametzner had a great time attending the @MilkenInstitute Global Conference 2026. It was encouraging to hear discussions around SEC-CFTC cooperation on crypto, along with the opportunity to hear from and meet the innovators behind top AI platforms such as Perplexity.

[ACG Analytics @ACGAnalytics]

ACGA's Managing Partner @davidametzner enjoyed visiting Boston last week to connect with clients and advance key conversations around the pending Tegna, Warner Bros. Discovery, and railroad mergers.

[ACG Analytics @ACGAnalytics]

It was great for ACGA's @davidametzner and @CR_Czerwinski to be in Brussels last week with clients to get a view of the latest developments in competition enforcement with the leadership of DG COMP, Merger Control, and Foreign Subsidies Regulation (FSR).
#EA #WBD

[Elon Musk @elonmusk]

Wow

[The National Mall @TheNationalMall]

Cheering on the astronauts and crew of Artemis II from America’s Front Yard. Out of this world!
🚀🇺🇸🏛️🌳🌕

[ACG Analytics @ACGAnalytics]

ACGA has launched our new website!

Visit: https://t.co/v9VwWQGSQn. Our redesigned site offers easier access to research, updates on policy issues we’re tracking & our latest global engagements.

Clients: email [email protected] for access to our research portal/iOS app.

[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.

[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

[David Metzner @davidametzner]

@CGasparino @X @S3Partners @netflix @wbd Not seeing POTUS!

[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.

[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! 🇺🇸

[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.

[Geiger Capital @Geiger_Capital]

Zohran Mamdani just proposed a preliminary budget of $127 Billion for NYC…

The entire state of Florida is $117 Billion.

[David Metzner @davidametzner]

@johnmarknewman Nothing like impeaching someone with their own words.

[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.

https://t.co/oW9gJbHA8c

[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.

https://t.co/oW9gJbHA8c

[David Metzner @davidametzner]

Davos: Day 3. Great to be at Qatar House. The beauty of Davos adds much to the experience! #Davos2026

[David Metzner @davidametzner]

Interesting to hear Secretary Bessent’s press conference with the international press. #Davos26