Jeff Bezos just sold $13 Billion. Jamie Dimon sold for the first time in 18 years. This isn't tax planning. This is the mathematical signal that the "Liquidity Cycle" has ended.There is a signal in the financial markets that almost no one talks about. While retail investors are chasing the AI bubble, the "Smart Money" is quietly heading for the exits. This documentary reveals the "Distribution Phase"—the specific point in the market cycle where insiders unload their assets to the public right before a collapse.We analyze the Verified Data that the billionaires are seeing:The Valuation Bomb: A Buffett Indicator at 230% (Statistically "Strongly Overvalued").The Leverage Trap: A $1.1 Trillion Margin Debt wall.The Catalyst: The looming Corporate Debt Crisis of 2026.This isn't a prediction; it is pattern recognition. Learn the "Wealth Transfer Playbook" before the window closes.The Data Points You Will See: ⚠️ The Signal: Insiders sold $50B+ in 2024 (Bezos, Zuckerberg, Walton Family). 📉 The Anomaly: Jamie Dimon sold JP Morgan stock for the first time in 18 years. 📊 The Valuation: The Buffett Indicator hit 230% (Higher than 2000 or 2008). 🛑 The Ratio: Insider Sell-to-Buy ratio spiked to 12:1.Video Chapters: 00:00 The Signal (The $50 Billion Exit) 02:15 The Tax Myth (Why Bezos Actually Sold) 04:30 The 18-Year Streak Ends (Jamie Dimon's Warning) 06:15 The "Distribution Phase" Explained 07:50 The Macro Trap: 3 Pillars of the Crash 08:45 Pillar 1: The Valuation Bomb (230% Buffett Indicator) 10:30 Pillar 2: The $1.1T Leverage Trap 12:15 Pillar 3: The 2026 Debt Maturity Wall 14:40 The Wealth Transfer Playbook 15:30 Asset #1: Cash Equivalents (The Option) 16:55 Asset #2: Physical Gold (The Hedge) 18:15 Asset #3: Distressed Real Estate (The Vulture Strategy) 19:10 The Timeline: When Does It Break?#StockMarketCrash #InsiderSelling #JeffBezos #EconomicCrisis #RayDalio #Gold #CapitalCycles #Recession2026---ABOUT CAPITAL CYCLES:We decode economic history—booms, busts, and resets—not to spread fear, but to reveal strategy. While others profit from panic, we focus on preparation and opportunity.---DISCLAIMER:This video is for educational and entertainment purposes only. I am not a financial advisor. The content on this channel is based on historical analysis and personal opinion. Investing involves risk. Always do your own research or consult a certified financial professional before making any investment decisions.#Economics #History #Investing #CapitalCycles
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
Reducing Burnout and Boosting Revenue in ASCs
10 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast
Dr. Erich G. Anderer, Chief of the Division of Neurosurgery and Surgical Director of Perioperative Services at NYU Langone Hospital–Brooklyn
09 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast
Dr. Nolan Wessell, Assistant Professor and Well-being Co-Director, Department of Orthopedic Surgery, Division of Spine Surgery, University of Colorado School of Medicine
08 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast
NPR News: 12-08-2025 2AM EST
08 Dec 2025
NPR News Now
NPR News: 12-08-2025 1AM EST
08 Dec 2025
NPR News Now