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Michael Lewis and Tom Lee hold court on the $1 trillion software-stock carnage: ‘I think fear is not a bad thing to be long right now’
Yahoo Finance· 2026-02-05 16:16
Michael Lewis and Tom Lee held court at a podcast taping in New York City on Tuesday, talking to SoFi’s head of investment strategy, Liz Thomas, for her show, The Important Part. In a wide-ranging conversation that covered, among other things, Lee’s thoughts on flash-frozen food technology and Michael Lewis’s dinner with OpenAI CEO Sam Altman on the subject of Sam Bankman-Fried, the two towering figures in finance debated whether the current selloff in software stocks was turning into something more seriou ...