“The Big Short” by Michael Lewis

Sean McGrath
5 min readSep 29, 2023

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Michael Lewis’ “The Big Short” is a compelling and perceptive non-fiction book that explores the circumstances leading up to the 2008 financial catastrophe. This book, which was published in 2010, provides a behind-the-scenes look at the people who predicted the housing market’s collapse and made huge profits by betting against it. We’ll go over the main ideas and important takeaways from the book in this 2000-word synopsis.

Title: The Big Short: Inside the Doomsday Machine

Author: Michael Lewis

Published: 2010

Summary of “The Big Short”

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Introduction Michael Burry, a hedge fund manager who foresaw the impending collapse of the housing industry and made the decision to bet against the subprime mortgage market, is the protagonist of “The Big Short” by Michael Lewis. The book’s examination of the financial crisis and the people who predicted it is set up by this introduction.

First Chapter: Bury Michael Burry, a former neurologist who now manages hedge funds, is introduced in the book. He is one of the first to identify the fragility of the housing market. Burry makes the decision to develop the credit default swap (CDS), a financial tool that enables him to bet against subprime mortgage bonds. With this choice, he directly challenges the financial system.

Cornwall Capital, Chapter 2 The two founders of Cornwall Capital, Charlie Ledley and Jamie Mai, who also recognised the property market’s vulnerabilities, are introduced in this chapter. They make identical wagers using CDS contracts against subprime mortgages, but their path is more difficult due to their lack of financial skills.

3rd Chapter: Baum Wall Street notices Dr. Michael Burry’s behaviour and his negative wager on the housing market. A FrontPoint Partners money manager named Steve Eisman and a seasoned Wall Street professional named Vincent Daniel decide to look into Burry’s plan. This chapter emphasises the doubt and scepticism they experience on Wall Street.

Chapter 4: A Follow-Up The results of Eisman and Daniel’s inquiry make them even more sceptical of the housing market’s stability. They speak with insiders in the mortgage industry and learn about the widespread fraud and careless lending practises. Their findings support their conviction that the housing market is supported by unstable pillars.

Chapter 5 How to Harvest a Migrant, the mechanics of the subprime mortgage market are examined in this chapter along with how CDOs, a class of sophisticated financial instruments, came to be. The book explains the defective rating system that failed to accurately assess the risk of these CDOs when they were sold to investors.

The Other Side of the Trade, Chapter 6 Greg Lippmann, a trader with Deutsche Bank, takes over as the focus of the plot at this point. When Lippmann predicts that the housing market will soon collapse, he starts shorting the market by purchasing credit default swaps. This chapter sheds light on the intricate world of credit default swaps and the struggle between market participants who bet against it and those who profit from it.

Chapter 7: Taking a Chance on the Underdog Eisman and FrontPoint Partners make the decision to oppose the housing market more forcefully. By establishing a fund particularly intended to profit from the collapse, they devise a plan to short the market on a large scale. The chapter examines the difficulties and moral conundrums they have while trying to make money off of a financial crisis.

The Long and Short of It (I) in Chapter 8 Lewis delves into the intricate nature of the credit default swap market and how it permits traders to bet against the housing market. The chapter also emphasises the regulators’ and financial institutions’ doubt and scepticism about the coming disaster.

The Long and Short of It (II) in Chapter 9 This chapter continues the investigation into the workings of the credit default swap market and the difficulties encountered by market sceptics. It highlights how challenging it is to hold onto views in the face of doubt and the tremendous pressure from people with competing interests.

Chapter 10: Let’s Relax Investors who gambled against the property market encounter difficulties when trying to get their money back as the market starts to show indications of trouble. This chapter examines the challenges of closing out positions as well as the conflict between taking advantage of the crisis for financial gain and its moral repercussions.

Chapter 11: Conclusion An epilogue that considers the effects of the financial crisis comes at the end of the book. It talks about how the betting against the property market has affected people and institutions. The chapter also discusses the crisis’ larger effects on the economy and society.

Conclusion Michael Lewis’ “The Big Short” is a gripping and enlightening narrative of the people who anticipated the 2008 financial disaster and bravely took action to benefit from it. The book offers a thorough and frequently disturbing look at the errors, fraud, and carelessness that characterised the housing market and the banking sector prior to the crisis through the accounts of Michael Burry, Charlie Ledley, Jamie Mai, Steve Eisman, Greg Lippmann, and others.

Lewis expertly combines difficult financial ideas, human drama, and moral quandaries to produce a story that is both educational and captivating. “The Big Short” provides insight into Wall Street’s inner workings, the results of unbridled greed, and the difficulties experienced by individuals who ventured to wager against the general optimism.

The book acts as both a warning and a reminder of the value of scepticism, openness, and prudent financial practices. It is still regarded as a fundamental book that provides insightful lessons on the dangers and weaknesses present in financial markets as well as the necessity of caution and responsibility in the financial industry.

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