{"podcast":{"title":"Millionaire Mindcast","slug":"millionaire-mindcast-50917","podcast_index_feed_id":50917,"rss_url":"https://anchor.fm/s/105c8b1d4/podcast/rss","website_url":"https://www.millionairemindcast.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/43820061/43820061-1750462262398-4699fb5019bea.jpg","author":"Matt Aitchison","episode_count":1171,"summary":"Millionaire Mindcast helps you build wealth through commercial real estate and passive income. Hosted by investor Matt Aitchison, it delivers three weekly episodes with expert insights, strategies, and lessons from top investors. Whether you want you diversify or scale your real estate portfolio and income, this is your go to guide.","last_synced_at":"2026-07-10T22:18:34.526966+00:00","page_url":"https://stenobird.com/podcast/millionaire-mindcast-50917"},"episode":{"title":"The S&P 500 Soars To New ATHs While Michael Burry Shorts The Market With Fears A Bubble Is About To Pop - Who Is Right? | Money Moves","slug":"the-s-p-500-soars-to-new-aths-while-michael-burry-shorts-the-market-with-fears-a-bubble-is-about-to-pop-who-is-right-money-moves","published_at":"2026-05-13T12:00:00+00:00","page_url":"https://stenobird.com/podcast/millionaire-mindcast-50917/the-s-p-500-soars-to-new-aths-while-michael-burry-shorts-the-market-with-fears-a-bubble-is-about-to-pop-who-is-right-money-moves","show_page_url":"https://stenobird.com/podcast/millionaire-mindcast-50917","url":"https://podcasters.spotify.com/pod/show/millionaire-mindcast/episodes/The-SP-500-Soars-To-New-ATHs-While-Michael-Burry-Shorts-The-Market-With-Fears-A-Bubble-Is-About-To-Pop---Who-Is-Right---Money-Moves-e3j9bun","audio_url":"https://anchor.fm/s/105c8b1d4/podcast/play/119893399/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-12%2F424022908-44100-2-1a8d9be42be2c.mp3","summary":"Money Moves is back as Matty A. and Ryan Breedwell unpack a wild convergence of market signals. The S&P 500 has smashed through the 7,400 mark, locking in the best April in a decade, completely shrugging off geopolitical tensions and historically low consumer sentiment. But not everyone is buying the hype. "Big Short" legend Michael Burry has placed a massive $1 billion short against AI darlings like Palantir and Nvidia. Is a bubble about to burst, or is the AI revolution just getting started? The guys break down why institutional giants like Blackstone are doubling down on AI infrastructure, preview the incoming Fed Chair Kevin Warsh replacing Jerome Powell, and discuss whether a July rate cut is still in the cards. Plus, updates on the 10 million single-family home shortage, surging multifamily vacancies, and why Ryan believes Ethereum's volume will eventually flip Bitcoin. Episode Highlights Michael Burry’s Billion-Dollar Short: Analyzing Burry's massive bets against Nvidia and Palantir, and why Ryan argues the AI sector has real capital and utility backing it up, unlike the 2008 housing crisis. The S&P 500 Melt-Up: Unpacking the market's record-breaking run to 7,400, driven by broad participation beyond just the "Magnificent Seven." Fed Chair Shakeup: Jerome Powell is stepping down May 15th. What Kevin Warsh's Senate confirmation and hawkish history mean for the highly anticipated July rate cut. Geopolitical Chess: Trump is taking Elon Musk and Tim Cook to meet with China's Xi Jinping, while Russia signals a ceasefire in Ukraine. Real Estate Realities: Why the US is short 10 million single-family homes, the impact of 13-18% hard money rates, and Blackstone's $150 billion pivot into data center REITs. Crypto Watch: Bitcoin hovers near $81…","meta_description":"Money Moves is back as Matty A. and Ryan Breedwell unpack a wild convergence of market signals. The S&P 500 has smashed through the 7,400 mark, lockin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2660,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/millionaire-mindcast-50917/episodes/the-s-p-500-soars-to-new-aths-while-michael-burry-shorts-the-market-with-fears-a-bubble-is-about-to-pop-who-is-right-money-moves/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/millionaire-mindcast-50917/the-s-p-500-soars-to-new-aths-while-michael-burry-shorts-the-market-with-fears-a-bubble-is-about-to-pop-who-is-right-money-moves.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}