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
Millionaire Mindcast
Matt Aitchison
4.8 • 721 Ratings
🗓️ 13 May 2026
⏱️ 44 minutes
🧾️ Download transcript
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 $81.7k, but Ethereum's trading volume is rapidly closing the gap.
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Transcript
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| 0:00.0 | Markets are pushing into fresh new all-time highs while the underlying economy is still in question |
| 0:08.6 | for a lot of people. A little bit messier of a story and yet when you can sift through all the |
| 0:14.4 | noise, I think there are some bullish sentiments here that we're going to unpack on today's |
| 0:20.3 | show. We do have labor cracks |
| 0:21.8 | widening a little bit. Housing remains historically unaffordable despite softer pricing, |
| 0:28.8 | new housing data coming out. Where is the market headed in the next few months? And we have |
| 0:35.1 | potentially a rate cut here in the very near future with Kevin Warsh coming in. |
| 0:42.3 | We're going to break it all down in today's episode. |
| 0:44.3 | Stay tuned. |
| 1:10.8 | We're going to break it? Welcome back to another episode of Money Moves, as always. I'm your host, Maddie What's going on, guys? |
| 1:13.0 | Welcome back to another episode of Money Moves. |
| 1:14.3 | As always, I'm your host, Mattie. |
| 1:17.2 | My co-host, Mr. Ryan Breedwell. |
| 1:18.4 | How are you doing, brother? |
| 1:19.9 | Oh, we're doing great. |
| 1:22.1 | I hope everybody is doing good. |
| 1:25.5 | Well, you're getting ready to go off on a little Euro trip, |
| 1:27.1 | so of course you've got to be doing good. |
| 1:31.8 | I'm a little, I was going to say I miss you guys next week. But I'll be back to the following. |
| 1:35.0 | I've only gone for a couple weeks here. |
| 1:36.7 | But yeah, market's doing really good. |
| 1:39.4 | Well, let's unpack that because, you know, |
... |
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