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Michael Lewis, Tom Lee on the Risks and Rewards | The Important Part LIVE","description":"In this special, live recording of The Important Part, SoFi\u2019s Head of Investment Strategy Liz Thomas asks the question many investors are thinking about: when \u2013 if ever \u2013 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 \u201clong fear.\u201d 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.\n\nAbout SoFi\u00ae: A finance company that could help you get ahead. Get Your Money Right\u00ae with SoFi.\n\nConnect with SoFi:\nSubscribe to SoFi on YouTube: https:\/\/www.youtube.com\/channel\/UCuoYE0bfkZCwaspBVQ59jfQ?view_as=subscriber?sub_confirmation=1\nLike SoFi on Facebook: https:\/\/www.facebook.com\/SoFi\/\nFollow SoFi on Twitter: https:\/\/twitter.com\/SoFi\nFollow SoFi on Instagram: https:\/\/www.instagram.com\/sofi\/\nFollow SoFi on LinkedIn: https:\/\/www.linkedin.com\/company\/sofi\/","thumbnailUrl":["https:\/\/i.ytimg.com\/vi\/sokdBNdjygg\/default.jpg","https:\/\/i.ytimg.com\/vi\/sokdBNdjygg\/mqdefault.jpg","https:\/\/i.ytimg.com\/vi\/sokdBNdjygg\/hqdefault.jpg","https:\/\/i.ytimg.com\/vi\/sokdBNdjygg\/sddefault.jpg","https:\/\/i.ytimg.com\/vi\/sokdBNdjygg\/maxresdefault.jpg"],"uploadDate":"2026-02-18T20:00:06+00:00","duration":"PT1H12M20S","embedUrl":"https:\/\/www.youtube.com\/embed\/sokdBNdjygg","publisher":{"@type":"Organization","@id":"https:\/\/www.youtube.com\/channel\/UCuoYE0bfkZCwaspBVQ59jfQ#Organization","url":"https:\/\/www.youtube.com\/channel\/UCuoYE0bfkZCwaspBVQ59jfQ","name":"SoFi","description":"SoFi is the all-in-one finance app, here to help you reach financial independence and realize your ambitions. At SoFi, we believe success is about more than the dollar amount in your bank account\u2014it\u2019s about feeling empowered to use money to live your best life.\n\nFollow us to learn how to bank, borrow, and invest your money to achieve your goals. Once you\u2019re done binging our new show, Richer Lives, use those money lessons and explore all that SoFi has to offer to help you Get Your Money Right\u00ae!\n\nCFL #6054612; NMLS #696891 (www.nmlsconsumeraccess.org); Advisory services through SOFi Wealth, LCC, a registered investment advisor. Neither SoFi nor its affiliates is a bank. 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