저자: 출연자미상 · 외국인
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영상 결론: 블랙록 실적 발표와 래리 핑크 발언을 바탕으로 인플레이션은 일시적이지 않고 에너지 가격은 장기간 높게 유지될 것이며, ESG 관련 자금 유입이 크게 늘어날 것이라는 시각. 블랙록 운용자산: 10분기 연속 자금 유입, 분기 50억 달러 수준 유입이라고 언급. 운용자산은 9.4~9.5조 달러로 추정하나 발언자는 10조 달러 이상일 것이라고 봄. 래리 핑크 발언 평가: 발언자는 핑크를 위선적이라고 비판하며, 대형 자산운용사가 정치적 영향력을 행사해 에너지 기업에 압력을 가한다고 주장. 핑크의 발언은 시장에 영향력이 크므로 주목할 필요가 있다고 함. 인플레이션 전망: 핑크는 인플레이션이 일시적이지 않다고 말했고, 장기적으로는 주식시장 고점을 기대하나 단기에는 기업 비용 상승으로 전환기가 있을 것이라고 함. 발언자는 단기 폭락 가능성을 언급하는 예측 방식을 비판. 에너지 공급·수요: 미국이 공급을 줄이면 수요 둔화 없이는 유가가 크게 오를 수 있다는 논리. 대체에너지가 충분하지 않아 전환에는 시간이 걸린다고 봄. 유가는 높을 것으로 예상되나 정확한 수준은 불확실하다고 함. 휘발유 가격: 플로리다 약 3.1달러, 캘리포니아와 뉴욕은 3.4~3.5달러 수준으로 언급. 4~5달러가 되어야 수요 감소가 나타날 것이라는 견해. ESG 투자: 대규모 ESG 수요와 ETF 확대를 기회로 제시. 탄소배출권, 플러그파워 등 ESG 관련 종목 언급. 기업들의 막대한 투자로 10년 후 수조 달러 규모가 될 수 있다고 봄. 해설 및 리스크: 고비용 에너지 환경에서 투자로 손실을 상쇄하라는 조언. 해수면 상승 관련 자료에 대해서는 과장된 측면을 지적하고, 해안 부동산 소유자의 이중성을 비판. 결론 요약: 에너지 가격 상승 장기화, 인플레이션 지속, ESG 테마 성장 기대.
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i i will say another company i've reported is blackrock ten straight quarters of inflows reported five billion in sales for the quarter what do you think their assets under management is now do you have an idea uh i would i would guess ten because i feel like i saw eight to nine so it's gotta be higher than that uh they have nine point four trillion i don't i i think it's more like ten trillion oh they don't even have two they i'm pretty sure it's 10 trillion if you look it up it'll say 9.4 9.5 but i think it's over 10 and i think that when larry frank came on seems he made it a purpose of not to mention that number when you're hitting you know 10 trillion dollars i mean not only is that higher than gdp of like 60 countries but i don't know why he i don't know if it's just showing how big they are whatever usually he always says his ass exactly he used to be a cheerleader about it now and then when you get too big like no no you can't mention it anymore but 9.4 trillion in assets under management again it's not you're listening to this and and larry fink i'll get his comments he had some great comments on cbc squawk box is fantastic today by the way those guys interviewed so many guys from starwood as well uh they did a great job this morning had these guys on for a long time which is what you like to see when you're interested in brilliant people you want to you know hear more from them and a lot of times you get cut off in a minute or two minute segment these guys were on for like 15 minutes each it was great but one of the things blackrock said which i mean a great piece of investing here where you can invest in these companies is esg he said huge demand for esg so that's etfs it's more company everybody's getting into this we talked about it so we talked about carbon credits is a great way we talked about a couple names start looking at esg companies you're seeing plug power come back a little bit some of these things are wildly expensive but money has to be pushed into these names no matter what that's what they're creating these etfs they're gonna go crazy on them uh companies have to invest they have to tap everyone on the shoulder and let them know that they're investing in it and saying here see we are investing in this and they make announcements that they're investing in they have to they have to make a big deal out of it and tons and tons of money is going to flow into this and i still think there's great opportunities in this space as every company is forced to spend tons of money billions and it'll be trillions in 10 years uh you know combined a lot of this going to esg which is which is pretty crazy i thought that was that was one of the biggest takeaways uh we're listening to blackrock i didn't see the interview i'll have to go find it i saw some bullet points from him uh larry fink is a is a good character in my opinion uh i think he's a giant hypocrite and i can't really you know that's the nicest thing i can say about him the reason he doesn't brag about the assets under uh management now are because through him and the other elites that look down their nose at everybody else and the common person is because that now people are getting pissed off about it and it you can only push people so far until you say hey these are our rules and these are your rules and now trillionaires and trillion under uh management isn't popular it's kind of uh hey what happened to this help out everybody else uh one of his comments is funny about uh inflationary pricing and energy will be with us for a long time yeah no kidding and he says we're working with oil and gas firms now remember this is the same guy that is throwing their political weight because they're huge and they own basically everything through their funds and things and they have tremendous influence and these are the guys that voted for engine number one to help uh get on exxon mobil's board and change them so when they're working with them that's just good code language for we're forcing them and we're telling them what to do for political correctness that's why inflationary prices and energy are going to be with us for a long time it is good to pay attention to this guy they are a huge player and they uh they can move markets but just uh you know remember he is not looking out for you we are frank we are looking out for everybody but he is not so um that's the nicest thing i can say frank i know i know right that guy he really feel tell me really exactly i will say this and yeah some of these guys have my personal feelings about but i even if i don't like someone you know there's a lot of brilliant people out there listen to them oh absolutely you know yeah i know you do i do a lot of people but not a lot of people do they just like i hate that guy i don't know what to talk about i'm like you know he some people are brilliant in in some areas and they could be pretty much you know an in person but you know you want to learn from that's the goal learn as much as you can it's all about information more information you have the better decision you're going to make investing and you want to have access to that as quick as possible not inside information just knowing what's going on and you can identify trends a lot quicker than everybody else which we've done a lot through my years larry fink getting back to it says inflation is definitely not transitory sounds familiar he says still bullish in the long run expects higher highs in the equity market but there will be a transition period in the markets as cost of companies increase said companies will likely pass on those extra costs to consumers uh but it sounds like he's worried in the short term i hate people who say that actually who say you know long term we're gonna be fine short term we could crash what what does that mean what does that mean i mean come on you could get a five-year-old to say that i mean is it you know when timing so if the market crashes you're gonna take credit for it if it doesn't and goes higher and higher and higher you'll be like hey i told you it's going higher i mean come on you're already rich 10 billion 10 trillions 10 trillion assets under management it doesn't matter if you're wrong anymore right i mean just go out there and make a prediction be bold i don't know anyway one thing he did say right rising inflation rate inflation from energy will be with us for a long time the us cannot restrict supply without changing the demand curve or without finding alternative sources of energy translation you're reducing supply when do you reduce supply when you see demand slow we're reducing supply when we're not seeing demand slow demand is staying constant maybe it's going to go higher and higher more people going to be out driving more planes whatever that results automatically in much much higher prices so why everybody wants to say hey you know alternative energy and the environment is clean we don't have enough alternative energies it's to make up for taking that much supply off the market which is why you're seeing prices skyrocket here so how is that going to stop i don't know how do oil prices don't go 100 i'm not too sure do you know i mean i don't know maybe it's me well no i don't know where they're going exactly but the the thing there with i would guess higher than lower um his point there on uh the demand side frank how do you change demand you either you stop doing something like how do you how do you change demand without telling people hey don't keep your ac low or don't heat your house or don't travel i mean think about what it means to change demand and find alternative sources which to your point on the fab plants and semiconductors you don't just switch over from coal and oil and gas to clean energy right away you don't build a nuclear power plant overnight you don't build a solar panel or install a solar panel overnight i mean you can do it quickly but that's just not the reality so what he's saying in a very nice way again um for all us peons out there is you're gonna have higher energy prices for a long time and you need to deal with it and and you know what because they're gonna tell you it's okay you ought to be happy with it that's that's the actual tone from these uh influencers in the market and it's ridiculous and the cure for demand so down is is pricing right as prices go higher but i can tell you in florida it's about 310 for gas and other places i know in california is much higher i think it's 350 or 340 in new york right now uh which is very very high very very high but it's not to the point where people aren't driving yet if you go to four if you go to five people gonna be like oh all right i'm not driving right that's when you see demand come down but it's not at this level right now people are not choosing not to go out or not to drive enough to do things to travel and and that's just with your car i mean you're going to be taking flights you know you're going to have to travel you're going to do different things you have to heat your home uh turning air conditioners so you know higher prices is going to hurt but they're probably going to go higher since we're taking a lot of this stuff offline even though we're the number one energy producer in the world uh we were uh which is something unheard of no one in the world thought we would ever achieve that that wasn't even on a table 10 12 years ago uh and now we're basically you know which keeps us out of a ton of wars which makes us absolutely powerful when you have your own raw materials and stuff in your country uh being could be the largest energy producer for a very very long time and now we're like down on that back which i understand but if you're gonna dial it back you have to have the alternatives to replace them which we don't so that's why it's just uh very interesting what's going on so so just remember everybody when you're paying a lot more for energy or gas or anything like that just remember that we deserve it and it's worth it to save the planet frank yeah welcome to dynamo cnn had a great story it's not i mean it's comical uh but it's our underwater future what sea level rise will look like around the globe and what they're talking about at least at least these guys are getting halfway smart because they quit the 10-year and the short timelines because you know even though they have no conscious or or or spying about being wrong it's okay you know remember the world was already going to be underwater uh 10 years ago aoc is on that same war path and all that kind of thing but now they're at least pushing this out to like 2050 2060 stuff like that to give them plenty of time but frank they have a great they have a couple of these uh doctored up photos where they show like buckingham palace and how you know it's going to be not under water completely but it's going to be flooded and they have all these uh different you know big popular areas of the earth and it just they're split in half so it shows it what it's today and how much water it's going to be underneath and all that kind of stuff it's really comical but yeah just just remember that people when you're when you're paying through the nodes for higher energy prices invest in stocks to make to offset that make some money put yourself in a position to gain and just know hey you're saving the world so give yourself a pat on the back and it's great because these are the people who are making that claim and usually they're in high profile areas because they're on the coastline there's always limited coastline real estate those are the people are usually buying those houses over there you know that's going to be underwater hey we're going to buy a 9 million mansion pretty close but you're okay but everybody else the environment is going to impact everyone else except for you but i love it
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