{"podcast":{"title":"The Important Part: Investing with Liz Thomas","slug":"the-important-part-investing-with-liz-thomas-4491939","podcast_index_feed_id":4491939,"rss_url":"https://feeds.megaphone.fm/PDP8707447608","website_url":"https://the-important-part-investing-with-liz-young.simplecast.com","image_url":"https://megaphone.imgix.net/podcasts/0e2b9716-008d-11ee-9317-872755b83b17/image/3ca82de6a41901a2d989b80ac1260540.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"SoFi","episode_count":79,"summary":"Every investment is a high-stakes decision made without certainty. How do the world's most successful investors and business leaders navigate risk, tolerate failure, and stay agile when everything changes? And what can be learned from their insights? Liz Thomas, SoFi's Chief Market Strategist, sits down with influential leaders to unpack the pivotal decisions that shaped their careers and portfolios, and wade through the noise to get to the important part. Liz speaks with top voices in finance, business, academia, and media armed with knowledge to help listeners achieve their financial goals. Investing isn't just about picking stocks. It's about defining your relationship with risk, learning from failure, and staying resilient. For more, read Liz’s column every Thursday on SoFi’s website, sign up for On the Money, SoFi's financial literacy newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to th…","last_synced_at":"2026-07-29T16:17:49.899610+00:00","page_url":"https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939"},"episode":{"title":"AI Boom or Bubble? Michael Lewis, Tom Lee on the Risks and Rewards | The Important Part LIVE","slug":"ai-boom-or-bubble-michael-lewis-tom-lee-on-the-risks-and-rewards-the-important-part-live","published_at":"2026-02-18T05:00:00+00:00","page_url":"https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/ai-boom-or-bubble-michael-lewis-tom-lee-on-the-risks-and-rewards-the-important-part-live","show_page_url":"https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939","url":"https://tracking.swap.fm/track/Vjambo9ifGBwbaCTlDBD/traffic.megaphone.fm/SFL7519382748.mp3","audio_url":"https://tracking.swap.fm/track/Vjambo9ifGBwbaCTlDBD/traffic.megaphone.fm/SFL7519382748.mp3","summary":"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 Money⁠⁠⁠⁠⁠⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠⁠⁠⁠⁠⁠@LizThomasStrat⁠⁠⁠⁠⁠⁠⁠⁠. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast…","meta_description":"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:…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4339,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-important-part-investing-with-liz-thomas-4491939/episodes/ai-boom-or-bubble-michael-lewis-tom-lee-on-the-risks-and-rewards-the-important-part-live/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-important-part-investing-with-liz-thomas-4491939/ai-boom-or-bubble-michael-lewis-tom-lee-on-the-risks-and-rewards-the-important-part-live.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}