This Wall Street banker has just pulled off a real-money buyout, a historic deal, an LBO like no other, an LBO to buy back Ukraine. His name ? Scott Bessan, Donald Trump's new Treasury Secretary. In other words, the boss of the American economy. But Ba is not a politician, he is a trader, a pure product of Wall Street, former right-hand man of George Soros. He has managed billions in hedge funds, made his fortune betting on currencies and states, and knows the game of leverage inside and out. His specialty? The leveraged buyout or LBO. Buy a company with minimal equity and maximum debt to maximize returns. But in this case, he's not buying a well-known company. He applies the logic of the LBO to an entire country, a country at war. From an investor's perspective, Ukraine ticks all the boxes of a distressed asset. A fragile financial situation, a public debt exceeding 80% of GDP, a banking system on Western life support and massive dependence on foreign aid, political instability, successive governments, an omnipresent oligarch and growing foreign influence . But very, very attractive assets: the largest agricultural land in Europe, 20% of the world's titanium reserves, graphite, lithium, gas, and a geostrategic position between Europe and Russia. In summary, a zombie company sitting on a gold mine. And who is financing this acquisition? Not Goldman Sax, not Blackstone, but the Pentagon. Yes, it is the military aid, along with tanks, missiles, and billions of dollars in cash, that plays the role of debt in a classic LBO. Billions of dollars injected, not to save, but to take strategic control of the assets. And in parallel, American asset managers BlackRock, GP Morgan, Carle, and Palentir arrive. Everything points to reconstruction funds. But their document makes no mention of housing or hospitals. We're talking about return on investment. As with any good LBO, there is a business plan. Step 1, stabilize the target. Translation: find a negotiated peace to secure the investment. Step 2, restructure the assets. Translation: Privatize the infrastructure. Reform the laws on foreign property. Step 3, optimize the valuation. Translation: Massive extraction. Industrial agricultural production. Mining concession. Step 4, prepare for resale to Europe, the financial market, another fund, it doesn't matter. As long as Valte is in charge of steering all of this, he is drafting the reform plans. Palentir manages secure data. BlackRock structures financial products. It's a company takeover, except this time the company is a sovereign state. And as in any good LBO, it's not operational performance that counts, it's the final valuation. On paper, Ukraine is exang. The profit and loss statement is disastrous, but the balance sheet is a gold mine, literally. But viewed from New York or Washington, it's an undervalued gem. The deal: Ukraine cedes part of its resources and accepts the creditors' conditions. and in exchange receives the funds to rebuild. A 50% earnout for the seller. To make the Ukrainian sign a giant unout with bonuses for investors and guarantees by Western taxpayers. Wall Street has just reinvented diplomacy. A geopolitical LBO, a real-life buyout. War is no longer simply the continuation of politics by other means. It has become structured finance. If you enjoyed this video , subscribe to my YouTube channel and turn on notifications for more content on finance and economic news. Yeah.
Ce que vous allez découvrir dépasse la fiction : l’Ukraine aurait-elle été “rachetée” par les États-Unis comme on rachète une entreprise en difficulté ? 👉 Derrière les aides, les armes et les milliards de dollars envoyés, un ancien banquier de Wall Street, Scot Bessent, le Secrétaire au Trésor de Donald Trump, a orchestré le rachat le plus explosif de l’histoire moderne. 🧨 Ce que vous allez apprendre dans cette vidéo : • Comment fonctionne un LBO (Leveraged Buyout) • Pourquoi l’Ukraine est devenue une cible parfaite : dette, ressources, gouvernance • Le rôle du Pentagone, BlackRock, Palantir, McKinsey dans l’opération • Pourquoi ce deal change la diplomatie internationale • Et surtout… qui sont les vrais bénéficiaires de cette opération 💣 Spoiler : ce n’est plus une guerre. C’est une prise de contrôle. 🔔 Abonne-toi à ma chaîne pour ne pas rater les prochaines vidéos sur les dessous de la finance mondiale et les stratégies de pouvoir à l’échelle géopolitique ! 📲 Rejoignez-moi sur LinkedIn pour suivre mes analyses et décryptages éco/finance en temps réel. 👉 https://fr.linkedin.com/in/gaspard-de-monclin-a1613881 📅 Vous avez un projet de financement, de structuration de fonds ou de club deal ? Je vous propose d’en parler directement via ma société Overlord : 👉 https://www.overlord.fund/