저자: 미상 · 외국인
요약 보기
이란 전쟁 결과에 따라 유가가 $40(풍요·AI 확장)이나 $150(글로벌 경기침체)으로 양극화된다는 래리 핑크(블랙록) 발언을 소개. 영상은 이를 '풍요'라는 기술-과두 정치 서사로 연결하며 음모론적 해석을 펼침. JP모건이 MS·구글·아마존·메타·오라클 등 AI 관련 기업 부채에 대한 CDS 바스켓을 출시했다고 전함. 자막이 구어체 혼재·오인식이 많아 수치·주체 확인이 어려움.
다듬은 글
Yesterday RFIN said that the BBC was going to raise our prices, but in a good way, with a good analysis that they did, that's true. The BBC echoes, for example, Fortune magazine, which I believe provides the fundamental perspective that BBC La Rif raised yesterday in that interview. RFIN says, and Fortune reports, that the war with Iran ends in one of two extremes: either abundance, growth, and oil at $40, and a free pass for artificial intelligence to do whatever it wants.
You'll have enough energy to, well, tile the bathroom with energy. You have enough energy, for whatever you want, or you've made a mistake. You tried, but you were wrong. And we're heading into a global recession and oil at $150, meaning a whole lost decade. You put artificial intelligence in the drawer, forget about it, and say, " The time will come." Because?
because you don't have the energy to sustain that artificial intelligence as it's planned by the major companies. That explains why we now need to protect ourselves against AI. Then I'll tell you how JP Morgan has launched a product that includes CDSs, credit default swaps, that is, a bet, a big short two on the main technology companies that are going to go bust and that you have to get short with your CDS .
That? to get rich, to enjoy yourself, to see how they fall and you say, "Come here for my money." Jp Morgan just released that product. I'll tell you now. Larry Fink, his competitor, Black Rock. Let's take a look at the exact words Larryf said on the BBC yesterday . And look, you can be for it, against it, think Black Rock yes, Black Rock no, Black Rock Grey, Black Rock White, Black Rock Black, Black Rock Black Rock Gandal, Black Rock Sauron, whatever you want, but yesterday's Ring analysis has no nuances.
Okay, my opinion. Spectacular. Because? Because it's raising the issue that's really at the heart of the matter . What does Trump dream about? End the war. And soon, what does Trump dream of? Imagine, imagine a scenario, Rifing was saying yesterday, I could imagine a scenario, it's being put in Donald Trump's head a year from now.
Pay attention to this, because what Rifi isn't saying in passing is that there are effects that will last for months regarding gas in Qatar, oil in Ormut, and the picture of food supply chains where if the harvest is lost, the harvest is lost. Rif says it could imagine a scenario in which oil reaches $40 a barrel within a year.
This trap is like this, but it could also exceed $50, this trap is crying. What's going on? Rifing says there is no middle ground, it's either heaven or hell. There are two very extreme outcomes, he says, and everyone must recognize that there will be no middle ground. Larry Rifing said on the BBC yesterday.
This is one of the two extremes. Iran is a country accepted by the international community, $40. You can participate again in the world, $40. Iran remains a threat to trade, to the Strait of Hormuz, and to the peaceful coexistence of the region. The Gulf Cooperation Council , 150. And he says to Rifi, "I would say that we could have years with oil above $150, close to $150, above $100, sorry, close to $150, which has profound implications for the economy.
The implication of oil in a $0 environment is abundance. What does abundance sound like to you? Does it sound like onk? Does it sound like artificial intelligence? It sounds like Palantir, it sounds like Peter Ciel, it sounds like this is the new world order. The thing is, it can go wrong, abundance, growth.
The other outcome, says Larfín, is probably a severe and deep recession, but I don't think anyone knows what the outcome will be. Pay attention to this. I don't think anyone knows what the outcome will be. The picture is one of tension, of complication, of a really complicated situation in this scenario around how...
it's starting to become clear that even those standing right there watching can't see it or are finishing up..." To see where the momentum is, right? Momentum around how, in this scenario, in this scenario, Larry F. raises the fundamental key. Nobody knows what. Nobody knows what. And so the situation we're having right now is tremendous.
It's tremendous because if Larry F., if BlackRock is telling us what you're seeing on screen about nobody knowing what, well, if Larry F. doesn't know, then the rest of us will have a global recession if we reach a $150 environment. Think about what that means, he says, for agricultural prices, for fertilizers, with a byproduct of gas.
This really, he says, disrupts many supply chains regarding what would happen if Iran continues to act against international trade. So we see how here is the key to what Trump is doing, and we shouldn't look at Iran, yes, Iran, no. Uh, the ayatollahs, the Ayatollah, Street Ormo, that's a minor issue, that 's nothing, that's not the important thing.
What is important then? The important thing is that Trump He's in a coalition. The important thing is that Trump is in a coalition with those who want a new world order centered around technology and abundance. I'm not showing you the book, *Abundance*, because I left it at the office, but I'll see if I can show it to you tomorrow, and well, I'll check it on Amazon.
But right now it's the key read. It's the key read right now. What are all these people thinking? What are all these people thinking? I have it at the office; otherwise, I'd show it to you physically, but here's the book. Uh, I've been mulling it over and over for a couple of weeks now. Let's see how I can show it to you.
Here, here it is. Okay, there you have it. *Abundance*. I'm sorry, I can't see the author's name very well. It's Etra Klein and Derek Thompson. *How Do We Build a Better World?* How cool, huh? How awesome. How great, how liberal communist. * Abundance*. Read it, read it if you can, and especially during this Holy Week.
It seemed to me... Spectacular. I tell you I 'm rereading it. What does it propose? And what comes to mind when I see all this? The fundamental key to the whole story of the Iran-Contra war isn't in what we see in the Iran-Contra war, as is usually the case , right? That we're reinventing the wheel now.
It's about what comes next. And what comes next? The paradise of the techno-oligarchs. And I'm sorry because it sounds like Sánchez-style politics, you know ? And I'm sorry because it sounds like Sánchez-style politics, but this already sounds like the movement here is: destroy everything, give me the oil dollars, give me abundant natural gas , give me everything, everything, everything, everything so that I can calmly create this new era of abundance.
And who doesn't want abundance? Do you want abundance? You want to have lots of everything. You want to have more than enough of everything, and on top of that, you don't want to work. That book I showed you about abundance said that you won't have to run to work on the subway in the mornings anymore .
Who's going to say that Right? Give me everything, lots of it. Give me everything. Everything. But what is "everything"? Is everything what you want, or is everything what they want you to want? Is everything what you truly desire? Or is everything what they, in their most kind and great benevolence, want to give you?
I don't want this shirt, I want the other one. Well, don't ask for so much. You can have as many of this one as you want. Yes, but I like the other one, the one with the little symbol. I want the other one. No, why? Look, what's behind all this is absolute control. What's behind all this is the abundance of oil.
What's behind all these wars is the same as in the wars of the last century, the one before that, and the one before that. Control, power, and oil, or the other way around: oil, power, and control. Open your eyes. With this rifting, they're showing us what's really behind it. If it fails, disaster, but what if it wins, and soon, abundance?
The Mask, abundance. You'll have everything, everything you want. You won't have to work. Stop suffering to get to work. Stop taking the subway. You already have it all. But this is Sauron, this is the One Ring. This is what you want. You want it. Abundance. That's the new term that's going to move everything.
Abundance is the new big lie. You're going to have it all. You're going to have it all. And who's going to bring us abundance? The little robots. Yesterday, look at these images of Melania, of Melania Trump. I was saying, I don't have the images to show you the others I'm talking about, okay? But there are some images where the robot, which was speaking for the first time in the White House, a robot like that , right?
Introducing and all, an American robot, by the way, uh, [snort] there it is, right? Walking with her, right? And then the robot spoke, right? So, you hear the robot speak and suddenly the camera is spectacular, Wow, it's spectacular, is n't it? They pull out an image behind Melania Trump that's straight out of House of Cards.
It's exactly like House of Cards. There's the robot talking, and she's in the background. There you have it. The world we're going to give you, there you have it . Look for the images, uh, I have them on my profile, but I shared them at 5 in the morning, something like that, because they seemed... well, I couldn't go back to sleep after that because it was House of Cards, reality, surpassing fiction by three times, with her as Kevin Spacey's wife, you know what I mean.
Uh, and her being as Trump as Trump himself. You have to see the images. That's the world they're leading us to. Because, how do we achieve abundance? Without labor. What's the key to abundance? The absence of labor, which is what hinders the growth of capital. Understand me, uh, I 'm not saying this, they are.
Which is what hinders the growth of capital, and you, you, a life without purpose. What do we do now inside In 20 minutes? Take a walk. And in an hour and a half, take another walk. And in two hours, take another walk. And in three hours, take another walk. And also with such ease of health that you'll die whenever you want to die.
Why? Everything is taken care of. This is resolved, that is healed, that is this , but things can still go wrong. Otherwise, the words of the refiner wouldn't make sense. What is beautiful about life? Deep down , the beauty of life is that there is freedom. Freedom for things to happen that the powerful don't expect.
That's the beauty of life. The beauty of life is living in freedom, without any powerful person telling you, "You do what I want you to do ." And that's why JP Morgan, and I think this is the best thing about the day, has released a basket of swaps, CDSs, and credit false swaps. Why? If we're going to an era of abundance, if nothing is going to go wrong, if I've been given the One Ring and I I've already mentioned it, so why are you bringing up a basket of swaps?
It's because someone's betting on a kind of true big short, right? A sort of second part of that big short, that everything's going to go to hell and we're going down the drain. Economically speaking, JP Morgan has launched a basket of credit default swaps designed to allow hedge funds to bet against the debt of Google, Amazon, Oracle, Meta, and Microsoft.
But not Apple. Not Nvidia. And not Tesla? The problem, or rather, the explanation, analysts say, revolves around the potential solution, right? It's a good product. Well, the thing is, we're trying to see why the problem now lies in the enormous cost of debt—you've already seen this over the last few months.
Developing artificial intelligence requires gigantic amounts of money, which leads large tech companies to take on debt, to assume financial risks. JP Morgan says, "We want a basket of insurance against..." "Defaults?" Okay, great. What are you seeing? Everything's going to hell so investors can protect themselves from a potential crisis or from these companies being unable to pay their debts.
JP Morgan is creating the AI credit default swap basket. A CDS, which I assume you know, is basically financial insurance. You pay a premium, and if the company goes bankrupt or can't pay its debt, the insurance compensates you, so you're protected from the mess. And as I was saying, which companies are in the basket?
It includes the big tech giants that are leading investment in AI. Paper doesn't lead it, and Alpha, Google, Amazon, Meta, Facebook, Instagram, Microsoft, and Oracle are also in it. Why is this important? And here comes the concept of edge or hedging and the big short. In the financial world, if you take an edge, it means covering your back.
Since expectations and spending in the AI ecosystem are enormous, some investors are worried about a bubble or a debt burden that could end up being unsustainable. This new product from JP Morgan tells investors to continue participating in the technology market, but to have a safety net in the form of CDSs.
Because if all this goes to hell, if these large companies were to experience solvency problems, you can cash in on the CDS. In this way, JP Morgan is packaging financial insurance against the risk of default by these major tech companies—it's leading the financial sector in this regard—Microsoft, Google, Amazon, and others we 've seen, so that investors can protect their money against these potential problems stemming from the extremely high spending on artificial intelligence.
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