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’

Michael Lewis and Tom Lee held court in a podcast taping in New York City on Tuesday, talking to SoFi’s head of investment research Liz Thomas for her show The Important Part. In a wide-ranging conversation that covered, among other things, Lee’s thoughts on flash-frozen technology and Michael Lewis’ dinner with OpenAI CEO Sam Altman on the subject of Sam Bankman-Fried, the two towering figures in finance debated whether the current sell-off in software stocks was turning into something more serious.