Michael Lewis

Things Michael Says on Podcasts

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Michael Lewis writes Cleaning Up: Leadership in an Age of Climate Change , hosts Planet Money , writes Ground Truths , writes FRESH HELL Tina Brown's Diary , writes Book Club with Michael Smerconish and writes Why Is This Happening? The Chris Hayes Podcast . They have also been a guest on Motley Fool Hidden Gems Investing (12 times) , Masters in Business (8 times) , Jill on Money with Jill Schlesinger (5 times) , WHAT ARE WE DOING? “Contrarians At The Gate” (2 times) , Brew Markets (2 times) , Freakonomics Radio (2 times) , Morning Brew Daily , Robert Reich , The Prof G Pod with Scott Galloway , The Exchange , EconTalk , Plain English with Derek Thompson , Odd Lots , The Ezra Klein Show , The Tim Ferriss Show , Coin Stories with Natalie Brunell , Good Bad Billionaire , Recode Media , Kelly Corrigan Wonders and Acquired .

Recently: “Michael Lewis: The NIH “Murder Mystery,” DOGE, and Our Government Immune System” on Ground Truths (October 2026); “Michael Lewis: The NIH “Murder Mystery,” DOGE, and Our Government Immune System” on Ground Truths (October 2026); “My conversation with Michael Lewis” on Robert Reich (September 2026); “Michael Lewis on Ordinary Excellence” on Kelly Corrigan Wonders (July 2026); “Michael Lewis: Revisiting Insights from “The Big Short”” on Brew Markets (January 2026); “10 Years of Acquired (with Michael Lewis)” on Acquired (December 2025).

What They Said

“Moneyball was like inflicting science upon baseball, actually testing hypotheses, actually using data. And when I wrote that book, I thought, well, it's over. No one's going to argue with this. … And instead, baseball was furious. They had their view and nothing was going to get in.” — Michael Lewis, Ground Truths

Lewis had just told a story from his book about a former NIH director trying to explain to the president why one friend's recovery was not evidence that a drug works. He used Moneyball to make a wider point about people who trust intuition over large samples, which he called a brick wall for a scientist to run up against.

Ground Truths · 2026-10-06 Permalink → Listen →
Ground Truths Around 31:12 into the episode
Speaker 2

I read it, and my podcast publisher, Pushkin, is bringing it out. And the bits I've listened to are just fun. They've just done really good things with it. It's a really good audio version. And that's not always been true of my books. Anna KS and politicians cut funding of research just like this when scientists decide what research is needed. Isn't this what makes America great? And why, you know, how can this go on? It's needed for humanity. I guess

Speaker 1

we all would agree with these points, Anna. Well, before we leave this Collins chapter, which just was riveted, there were three funny parts of the, that is, the meetings of Trump with Collins. One that I just was blown away by was: so Trump is golf with Ernie Ells, who I've met. And one of the great things about Ernie is he's done a lot of work for autism. So now in this meeting, Trump is telling.

Speaker 2

I don't know. So the question I, one of the questions I had with Francis with all the suspects was, what were your previous interactions? And with Trump, well, Trump had, he had had a meeting with Trump at Trump Tower before Trump reappointed him. And then he goes back about his business running NIH and he gets a call. He gets a call from Jared Kushner telling him Trump wants to see him. And he comes over without telling what it's about. And just to contextualize this, you know, Francis was used to this because Obama used to bring him in to like give him lectures about genomics. You know, it was like, it was like he was thinking science seminar. And instead, instead, Jared, Jared is outside the Oval Office and he says to Francis, don't bring up, don't talk about science. He said, no interest in it. You'll just like tune out. He has something he wants to talk to you about. Just listen. And he walks in and Trump says something like, Francis, I got this buddy, Ernie, who's got a hospital. I need you to send him some money. And Francis had to explain that that's not how the money got sent. And so they couldn't just send money to Trump's golfing buddy. So next, the next meeting is when they're just the two of them, Jared Kushner calls. Again, no explanation. It's early COVID, very early COVID. And he gets there and Trump's kind of in a good mood. And he's saying, my poll numbers are really good. And he says, but I think they'd be even better if America knew that there was a cure. And Francis, like, yeah, you know, probably would. But he says, my buddy, my, my buddy Jack had a bad case of COVID and he took, is it hydroxychloroquine? Yeah. And it just cured it. And Francis started to say that we've been doing studies and like there's no effect. And he goes, wait a minute, Trump goes in, get Jack Nicholas, get Jack Nicholas on the phone. And Jack Nicholas is now coming through the speakerphone. And he says, like, yeah, I had the, I had the COVID, it was bad. And I took the hydroxychloroquine and it just went away. And Trump's like, see, see? And Francis was trying to explain that, like, bad cases of COVID, they often will usually just go away on their own. And that, and you got to just, you got to study this to before you tell people to take it. But Trump was adamant that this was like proof. And Francis, this is a funny bit. Francis realized, I think he was walking out of there that he had met Jack Nicholas before, that he'd been at something at the Vatican. God, I don't know, it was miracle cures, who knows what it was. And Jack Nicholas appears on like a video screen to talk about stem cells being injected into his lower back to say to cure his back pain. And it was a similar sort of event. And it was, and you see, you know, I remember when I wrote Moneyball, that's ages ago, and which is, and I was an art history major. I'm not a scientist, but I get the difference between scientific thinking and the scientific method and how we, most of us, go through our lives. And Moneyball, you know, one thing it was was like inflicting science upon baseball, you know, actually testing hypotheses, actually using data. And I thought, like when I wrote that book, I thought, well, it's over. No one's going to argue with this. They think they've actually generated knowledge. This is what science does. And instead, like baseball was furious, like they had their view and that, and nothing was going to get in. And I just not, I don't, I don't, I don't know what to say to it. You know, it's like, people, if you, if you have a brain that does, it's not that you're stupid, it's just you just don't think like that. You, and you don't accept the idea of large sample sizes, of double-blind studies, all that stuff. You think that your intuition sort of trumps it all. It's a brick wall for a scientist to run up against. And I think Francis spent a lot of his career running up against it.

Speaker 1

Well, and to his credit, and that's why he's always been a hero of mine for decades: is that he's a diplomat. He's gentle about it. He never is demeaning. And, you know, as you said earlier, he was loved by the Senate and he got the budget up at the NIH. And by the way, I think you mentioned it in the book. He resigned. He was going to just go back to his lab. And the senators, Republican senators, wouldn't take it. They said, you know, you have to stay on. And he rescinded his resignation. So, yeah, he's an amazing guy. And by the way, Gretchen Fawcett, one of our people here, said, What a travesty and a huge loss. And I think we would agree wholeheartedly about that. Now, there are other heroes and lots of villains. In fact, the ratio on the cover isn't enough. But you have one hero and you only have five villains. Okay. There's like hundreds of villains. But what gets me here is that you go, why? How did we get dozed? Now, since I don't know how to tell stories like you, I would have said, okay, let's go through the Institute of Peace. Let's go through the Office of Professional Management. No, what you do is you find the blocker, the hero, and you got all the intel and you tell the story. And it's masterful. So let's start out with the, I didn't even know about this place, the United States Institute of Peace, renamed the Donald J. Trump Institute of Peace. Tell us about Colin O'Brien, one of our blockers.

Speaker 2

So this was the moment I thought this may be a book that I had, because of the fifth risk, I had on my office floor here all the agencies of the government in Manila folders trying to decide where I was going to go. So I thought I knew the entire federal government. And when I read in the paper that the Trump administration has stormed the Institute of Peace, I was like, why don't I know what that is? I've never heard of that. And you dig a little bit and you realize, because it's not exactly part, it's kind of part of the government. It's a nonprofit. It's a nonprofit that Congress has funded. And that in the beginning, the president does appoint board members, but they serve 15-year terms. And it was designed, it was George Washington's idea. We're going to have an Institute of War, West Point. We're going to have an Institute of Peace, never got funded until Reagan. And it's actually, I mean, they'd hate me saying this, but it's a quasi-intelligence agency, I think. It does a lot of things, but because it isn't of the government, it isn't controlled by American politicians. It's able to earn the trust of possible potential adversaries. It's able to broker conversations. It doesn't cost very much, and it's generated, it's generated hard returns. You can measure. David Petraeus wrote him a letter once saying, What you did in shutting in quelling the violence in Iraq's triangle of death kind of like paid for your budget for the for your whole life. You know, that you saved us a lot of a lot of blood and a lot of money by going in and just talking. And there are arts of peace and they are our soft power kind of instrument. So I never heard of them. And all of a sudden, this thing is, this building's invaded. And I was interviewing George. I went and found the guy around the place. His name is George Moose. And he started telling me about his security guard, the guy who was actually physically blocking the entry of Doge when they showed up. And I thought, I got to meet this guy. So his name is Colin O'Brien, former, former Army sniper, former DC or Baltimore cop, some acts of heroism in his past, wicked smart. Like he looks like, he looks like a football linebacker, but he thinks like a college professor. And he has a whole theory of security, like how it works, how to do it. And he was the most successful at beating back Doge. He actually, there were some, and some funny moments where he let people in and locked him in and sealed all the locks. So they became his prisoners. And there's a whole back and forth. But he made the quite serious point. There are two things that come out of that first chapter that I think that are like really important. One is he made the serious point that it is not trivial that these people who came in on us, when they came in on us, managed to collect all the guns that they had. The FBI was on their side because the FBI is in the administration, but they twisted the arm of the DC police. So the DC police became part, you know, a Doge helper. They blackmailed the private security company that he hired to protect the building. So their own guards turned on them. And it felt like a coup. It felt like that nobody got shot, but it was everybody, this operation was very aware. We have all the guns. And Colin was very aware. At some point, you couldn't do anything. The second thing that was so interesting about the story is that when Doge gets in and they get into the computers, they start to, Elon Musk starts tweeting stuff that is just blatantly false. Oh, yeah. And it's like nothing is true. Like, it isn't like, oh, some of there's some mistakes here. They are, it's just grotesque distortions and grotesque lies. And the one, the one that I just, that had my jaw on the floor was he tweeted that the U.S. Institute of Peace was giving money to a member of Taliban who was an American enemy in Afghanistan and put the guy's name on X. The guy was actually an American asset and he was not in Afghanistan. He'd been, because he was too dangerous for him to be in Afghanistan. He was Afghani. And he had been in the middle of sensitive negotiations between the State Department and the Taliban. He had been helping us every which way. And there was, he was suspected by the Taliban, I think, of being an American asset, but they didn't know. And when they read Elon Musk's tweet, ProPublica published this. This wasn't my scoop. They rounded up his cousins, his relatives, tortured, tortured them, beat them. And like, you know, that's treason. You know, that's, and I just, I'm amazed that we as a country have allowed this to go so far. I'm amazed that there is not a call for a trial, that it is, that you can't, if an ordinary citizen did this, you would be accused of treason. You expose an American asset and you put these people's lives at risk. It's so there's a long bill of particulars like this that come out of that incident that tell you, sort of give you the sense of the spirit of Doge. And Colin was just such an interesting eye on it. It's a short opening section, but I just thought it was short and sharp and it was the way to open the board.

Speaker 1

Well, and it gives us a preview of the measures that were taken with a forged letter to get entry using the Intercon contract blackmail $460 million. I mean, Whatever it took to be deceptive and destructive. Finn Johnson says, Is it cruelty for cruelty's sake? That's his question.

Speaker names from our own diarization · position estimated from where the line sits in the episode
“No one knows what he believes. He is like the quintessential NBA referee. Nobody can tell whose side he's on, and everybody thinks he's on their side.” — Michael Lewis, Ground Truths

Lewis is describing one of the civil servants in his new book, a man who spent 35 years at the Office of Personnel Management refereeing disputes between the federal workforce and political appointees. Lewis says appointees of every administration assumed he was one of theirs, which is why both sides trusted him to settle problems.

Ground Truths · 2026-10-06 Permalink → Listen →
Ground Truths Around 38:27 into the episode
Speaker 2

Well, he was the most challenging literary character I've ever had, but he was also like a Dickens character. He was wonderful and difficult at the same time. But he was, so Tim, let me tell you, he didn't head the Office of Personnel Management. He was in charge of the box on the org chart. And OPM is a small agency, and it's one of these meta-agencies. It's like the Office of Management Budget or the General Services Administration. The Office of Management budget, where Russell Vogt has installed himself, it touches all the money. OPM, the Office of Personal Management, touches all the people in the workforce. They sort of help the people who help the people who help the people. And the GSA runs all the buildings. And Musk knew enough, probably because Russell Vogue gave him a short course, that when he came in, this is where he sees he put his, he was actually sleeping in the general services administration with his team. Many of them were badged as Office of Personnel Management people. They were kept out of OPM because Russell, that was Russell Vogue's territory. And so what they knew coming in was that if you want to do anything with the entire workforce, the entire civilian, two million person workforce, the touch point, point of contact was that OPM. And Tim Curry, so who's Tim Curry? Tim Curry, Tim Curry. So what would people say about him? He's been in that job for a long time, many administrations.

Speaker 1

35 years.

Speaker 2

No one knows what he believes. He is like the quintessential NBA referee. Nobody can tell whose side he's on, and everybody thinks he's on their side. The Clinton people thought he was a Clinton person. The Obama people thought he was an Obama person. The Trump people thought he was, the Bush people thought he was a Bush person. He never tips. He's like, I mean, he's hard to draw because it's hard to write a colorful piece about a referee. But his job was to referee, essentially, I mean, this is putting it simply, to referee the disputes between the two million person workforce and the political and the politicals who come in to run it. And that border is a naturally fractious border because these people are nonpartisan. They have tasks. They have to obey the Constitution. The politicals, you know, a political person comes in the IRS and says, I want to get Eric's tax returns so I can blackmail him. The IRS person, the job of the IRS person is to say, no, you can't do that. Is it to say, you're my boss, here are his returns? Right. Right. So there's a lot of things like that. And Tim sits in the middle of it all. And a lot of his job is just preventing conflict from escalating. So again, so much of government is preventative. And he was that in spades. His, what was so interesting about him is he was such a neutral. He was so born to be in this. Role. He was so insistently bland while being quite funny secretly, but publicly kind of bland and couldn't see what he thought. And everybody trusted him. Both sides trusted him so he could sort out problems. And he was able to do it in the most extreme environments. But when Trump 2 happens, all of a sudden, he can't. And all of a sudden, he can't because he can see that fairness, which is his job to sort of provide. His job is to make everybody feel this is a fair environment, like a ref's job. The game's not rigged. Fairness was not going to be possible. That the game, that the president had called the ref and said, you're going to call the game for the American soccer team. You know, that and it's that there was a finger on the scale that was unlike anything he'd ever felt before. And what was it? What was one of the many interesting things about Tim to me was he was such a kind of repressed character, like he was never about himself, that when he got stressed, and the only other time he had this kind of physiological response was after 9-11, when he had been in the Pentagon, it was supposed to be where the plane hit the Pentagon. He should have been dead. And then the last minute change, and he had this kind of physiological, he had the same, this physiological reaction to the Doge. It was like, I can't be me. I don't exist anymore. I can't function in this environment. And he said it was going to kill him if he stayed. He thought he was going to have a heart attack. So that was after the guns, this was the next sort of precondition for everything else that happens in the book. You eliminate all the independent refs. You take rid of the get rid of the inspectors general. You queer the Justice Department. You make sure that there's no neutral, the Merit Systems Protection Board that adjudicates disputes between the civil service and the politicals when they escalate past him. You get rid of all the neutrals and you put the refs on the payroll and you make the refs your guys. And then all of a sudden, what happens? What have you done? You've basically eliminated the nonpartisan civil service. That's what you've done. And that is a profound change. That is a weaponization of a very powerful instrument. And that's what's going on. I mean, it's much messier than that. And there are a billion lawsuits and there are a billion stories, but that's the essence of what's going on. And Tim was there to preserve the old, the essence.

Speaker 1

David's made a lot of comments, but one he put in was totalitarianism is defined by a destruction of civil society institutions. I think that's very clear. So now one more blocker, and then I want to get kind of the roundup of the overview, bigger picture. Kathleen Walters, she's the chief privacy officer at IRS. She kind of touched on the IRS. And they want to get the tax forms for all these 700,000 undocumented immigrants. How does that go?

Speaker 2

So I'm flying. So she's the person between your tax return and a political person who wants to do you damage. And she's got the law on her side. And what happens is, this is interesting. There's a subtle thing here because this book just isn't about, it isn't just about Doge. It's only a third about Doge. There are other things. Doge is this blunt force instrument that doesn't do anything like what it says it's going to do. It doesn't end up saving any money, probably costing money, and doesn't make anything more efficient. None of that. But it does traumatize the workforce. And for what purpose? And there was a purpose. There were people who wanted to do things that a non-traumatized workforce, an empowered workforce, would not have allowed happen. And someone, probably Stephen Miller, had instructed the Department, well, the Department of Homeland Security was getting frustrated in its ability to round up every undocumented worker. And they found that they had dated addresses for them, couldn't find them. And the IRS has had since the 1990s this program. It's called the ITIN file, individual taxpayer, whatever number. But if you're an illegal immigrant here and you're working, this was a way, a mechanism so that you could pay taxes and start to demonstrate your good faith, right, to the society. You didn't have a social security number. You need to have one of these. And this database in the IRS has got 7 million names in it and the most current home address of the undocumented worker. And DHS came at Kathleen, first came, tried to go around her. And tried to get her to hand over the file so that they could send their cops in the dead of night to apartment complexes around the country and round people up. It was such a violation of the law and not just the law, the spirit of the law. Because IRS had been telling this population for 30 years that trust us, we're going to treat your information the way we treat the information of a citizen. They've paid hundreds of billions of dollars in taxes. You know, what's interesting about the situation is the undocumented population that pays taxes pays taxes often without getting many of the benefits. Like they don't get not eligible for an entitlement program. So I have a raw deal. But so we have told them, we've given the word of our country to this population that, yeah, it's a gray area relationship. It's a messy relationship. But we've told them this won't be weaponized against you. And in the history of our country, the only kind of analogous situation is the census information being used in World War II to round up Japanese Americans. And the difference between those two cases is that it was actually legal to use the census information, that that wasn't breaking the law. It was just this kind of spirit of the thing. This was breaking the law. And so Kathleen puts her body between that pile of information and ICE, and she has to go. And this is a career that she was devoted to.

Speaker 3

Nobody there says anything

Speaker names from our own diarization · position estimated from where the line sits in the episode

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