AI Boom or Bubble? Michael Lewis, Tom Lee on the Risks and Rewards | The Important Part LIVE
About this episode
Liz Thomas discusses the risks and rewards of AI in investing with Tom Lee and Michael Lewis.
In this special, live recording of The Important Part, SoFi’s Head of Investment Strategy Liz Thomas asks the question many investors are thinking about: when – if ever – will the markets cool off? She sits down with two of the top critical thinkers in the world of finance: Tom Lee, Co-founder and Head of Research at Fundstrat, and Michael Lewis, the New York Times bestselling author of Moneyball, The Big Short, The Blind Side, and Going Infinite. Together, they work through the most pressing questions facing investors in 2026. Discover why retail investors are outperforming hedge funds, whether gold has peaked, and if Bitcoin's 40% dip signals a crypto winter. Lee explains why the recent AI-driven software tumble could actually reflect corporate productivity gains, while Lewis shares his contrarian gold bet and why he's “long fear.” They tackle the independence of the Federal Reserve under nominee Kevin Warsh, the risks of AI job displacement, and whether the federal government could nationalize failing AI companies. Plus: crypto's Black Swan events and what flash-frozen food teaches us about technological disruption. For more, read Liz’s column every Thursday at On The…
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