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#32
#32

The Big Short

by Michael Lewis2010

Pages

291

Goodreads Rating

4.28/5

Copies Sold

3M+

First Published

2010

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Why It Ranks #32

The definitive account of the 2008 financial crisis, told through the eyes of the people who actually understood what was happening. Lewis proved that the most important financial event of our lifetime was not a random act of nature but a predictable consequence of terrible incentives.

The Review

The Big Short is the story of the handful of people who saw the 2008 financial crisis coming and bet against the housing market. Michael Lewis follows Michael Burry, Steve Eisman, Greg Lippmann, and the Cornwall Capital guys as they navigate the insanity of a system that had convinced itself that housing prices could never decline nationally. These were not insiders — they were outsiders who read the prospectuses that nobody else bothered to read.

What makes The Big Short essential is that Lewis makes the mechanics of collateralized debt obligations and credit default swaps genuinely comprehensible. He translates the most complex financial instruments ever created into human stories about greed, stupidity, and the rare courage to bet against the crowd. The book is both a thriller and an indictment of an entire system that was designed to obscure risk from the people bearing it.

Key Takeaways

  • 1The people who saw the crisis coming were outsiders who did the work nobody else would do
  • 2Complex financial instruments are often designed to obscure risk, not manage it
  • 3Incentive structures in finance were — and still are — fundamentally broken
  • 4Being right and early is psychologically almost identical to being wrong

Fun Facts

  • The 2015 film adaptation won the Academy Award for Best Adapted Screenplay
  • Michael Burry was played by Christian Bale in the movie — Burry approved of the casting
  • Lewis donated a portion of his proceeds to financial literacy charities
  • Steve Eisman's character was renamed 'Mark Baum' (played by Steve Carell) in the film for legal reasons

Book Details

The Big Short by Michael Lewis

Pages

291

Goodreads Rating

4.28/5

Copies Sold

3M+

First Published

2010

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