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The wild thing is this is literally happening while I type. Market has 3 weeks tops.

This is because all the head of the banks had a meeting and decided not to save them.

Imagine a movie where the entirety of it is a meeting similar to this, but they discuss a very dark topic: what to do with all the Jews in WWII. It has also a top cast: Kenneth Branagh, Stanley Tucci, Colin Firth among others. It’s a BBC movie called from 2001 called Conspiracy. I highly recommend it.

Excellent analysis. Keep up the fine work.

GOAT finance film

Will is a double deal POS. He knew Eric Dale was going to be canned and he knew why. Will already had Demi Moore's character as the scapegoat to save his hide. Rewatch the Eric Dale firing scene. Will is a snake in the grass.

new content :) let’s go 🎉

Well, there is a lot being said with very little being specified. The "they say a lot while not really saying anything" bit. "Using a lot of words while saying nothing" bit. The phrase and words: "Fuck me.... volatility..... The VAR numbers show/indicate..... things are bad." Some version of that. The actors Paul Bettany and Kevin Spacey said that the actors worked hard to remove "the legaleeze" in the script so that they could understand what they were trying to say. I wish more of the technical stuff had been left in. If someone has a clue: could you guess as to what was removed and what you would put in (in terms of explanations of a financial technical element)? I don't care about the trees, the dating dialogue, small talk stuff. How specific would a conversation between characters of their level of experience and responsibility have been; when discussing the situation unfolding the contingencies? It seemed to me that at one point that Tuld fires everybody that is close to making the percentage of closures needed to get the bonus he promised. That's a snake move.

Just watch the movie? I thought everyone had.

I always felt it was all the bosses realized that Peter was easily the smartest person in the room by a mile, and when he realized there was a major problem that they all knew was a bad idea (continuing to package MBS products even when they shouldn’t have continued to go up in value during a recession) Sam later said to Jared that it doesnt feel like a bad dream, but rather that they finally woke up to reality that the banking sector was not actually too big to fail

A tour de force by Jeremy Irons

This is one of these movies that i cannot stop watching every chance i got. I LOVE IT!!!! I dont know why, but this and the big short... i have watched them about 10 times each.

I believe that “Selling and buying”dialogue have sarcasm connotation

You missed a part where Jared told the team don’t sugarcoat it and then he was hesitant to talk. Also, I love the fact that Actor Jeremy Irons breaks the fourth wall when they on the table, even scratching his nose, making the scene and actor more realistic

Jared is indeed bemused that Peter's resume is so impressive, but the reason he's bemused is because of the undercurrent of backstory that you allude to in another place - Peter's qualifications are so unimpeachable as it relates to analysis of the data that Sarah can't simply disregard the warning coming from Peter the way she obviously did when it came from Eric Dale and Sam.

Great breakdown

The fire sale was the cheating of the markets

I think most of the blame is being put on Sarah Robinson due to her firing Eric. He was the only one who knew something was wrong and was trying to find that missing piece of the puzzle that eventually Peter found out. If Sarah didn't fire Eric, and Eric did NOT send the flash drive to Peter, they would have not known about it that night, or perhaps ever. Peter would have gone to the party and drink. With John caught in such a lucky break and Sarah trying to cover her and Jeremy's tracks, it was not too hard to put the blame on her instead of them both.

Margin Call and The Big Short are, to me, equally good. the latter has some very funny episodes and I love the way the director breaks 'the fourth wall' so seamlessly Margin Call shines in the unspoken interplay between the characters. Simon Baker especially has long been underrated, and Jeremy Irons - well, he's the master Too Big to Fail: meh

You can call it cheating to sell something you know to be worthless, but this was standard procedure on Wall Street as the market for mortgages was collapsing. You may remember Congress grilling Goldman Sachs management about selling 'sh*tty deals' to clients to get rid of the worthless paper. No one was ever charged with anything. Bonuses all around. Nothing to see here.

Irons crushes this scene, and the writing is equally great. Tuld's false humility and intentionally botched metaphors have all the feel of a cat smiling at a mouse to put it at ease, and only raises the tension. He's testing the people in the room, and seeing who is up to the task of meeting this emergency. Jared, Sam (reluctantly) and Peter all are. As we later discover, Will Emerson is too. It's just brilliantly done, and yes, the whole movie has the feel more of a play than a movie.

2:02 obviously a dry joke

That's an enjoyable and excellent discussion. Tuld sought Jared's advice. Jared gave it. Tuld didn't make the call until he got Jared's endorsement. and as you note, Jared got the idea before Tuld's helicopter even touched down. But Sam was ultimately wrong! Because even the 'disgraced' firms were up and making money within a year or so after 2008. The market forgives.

This deep analysis is fantastic and a pleasure for those that have rewatched this movie several times.. thank you. Hope you do sopranos

hahahhahhahah Eric who? .... bro... your former boss WTF... (that happens when you do nothing and never have 1:1s)

Sell it all

You missed one thing. To emphasize John 's power, we see first the entrance of John s secretary. Everybody stay quiet, nobody moves. When it s John turn to get in, everyone stands up and salute him.

This movie is definitely on my top ten list of movies released in the last 20 years. One of the major joys is seeing so many great actors with enough screen time to really flesh out their characters personalities, which were all so well drawn. Another impressive aspect is the use and absence of music. The scene particularly really benefits from the lack of a score. There is simply no need for music to point to the emotional journey these people are on. There is, however, a lot of ‘music’ in Jeremy Iron’s delivery particularly. That line .. ‘…and standing here tonight, I…don’t…..hear………a…………thing!’…with each subsequent word spaced further away from the preceding one. Brilliant!

This scene reminds me somewhat of 12 Angry Men, it has the same tension and sharp, well-crafted dialogue.

I just think the little analyst guy is cute.

The world needs a fourth movie. A movie that explains two very weird entities: Fannie Mae and Freddie Mac. Effectively government owned, but outside the US budget. They own mortgages that amount to about a *quarter* of US GDP. Yet, they are so independent that they were creating anti Congress ads every time Congress wanted to control them. We need a good explanation of how they came to be, what was their role in the 2008 crash.

I think there’s a lot of emotional weight behind the idea that the CEO came without much convincing, Tuld has survived this long because he knows when the music is playing, when it’s stopped, when it’s slowing, and so on…he came immediately because something in the music told to come and he gets that from the fact that moments like this don’t happen all that often. Otherwise, there’d be no harmony to listen to, only a cacophony of senselessness.

Yes seems very repetitive and clunky, a very good description.

Well it was too subtle for me. Thanks for filling in why they wanted Eric Dale back. I guess they knew Eric was getting close and since he had too much integrity for moving up in the company they had to fire him

Something similar happened to us at Fidelity Investments back in the 1990s when Derivatives trading caused a ripple effect to large losses and the SEC shut down derivatives. Fidelity's owner Ned Johnson and his daughter Abby came to our Cincinnati office to give us a pep talk after our call center was crushed with bewildered and angry investors...several fund managers were fired.

The reason they stopped buying is noted in the parallel movie The Big Short. The top management would know that the rating agencies had been fixing the books on their end, committing fraud, and there was no way to know if even an AAA-rated bond was worth anything at this point. They had to dump everything but what they knew was solid AAA-rated bonds that way they ended up with something worth value in the end.

They have to stop buying bcs they're abt to bleed out millions in loses.

The way Tuld swipe his hand over the table after he heard the news from Sullivan . Almost like he swept billions of dollars from the table. czcams.com/video/Hhy7JUinlu0/video.html

I think the silence from Jared before he tells Sam that he called him is him not wanting to admit that he needed to call him. The question from Sam is asked in a way where Sam already knew thats what he was doing, but he just wanted him to admit. Brilliant acting there..

I love these videos, I'm grateful for her to be so obsessed about this movie, so I don't have to.

Red tie is because they already shorted 100X their own company before entering that room, so it's a great day in the office.

It’s John. He makes the big bucks for a reason. He should take accountability for the bad… not just the good

A tiny but interesting detail, all the men have the same facial hair cut, sideburns down to the middle of the ear. Tuld has the longest and technically messiest hair, Jared's is getting slightly line in the back and everyone down has theirs neater as they get lower in the pecking order.

Nah, Too Big to Fail is just a Hollywood glorification of the lowly criminals of the government. They were in on it. They knew. They charged.

The watch is a Rolex submariner in blue ceramic. It’s indeed expensive $20,000 for the steel version and around $30 maybe in the gold, steel combination.

A morning business meeting with no Danish...bad omen for sure.

all 3 are great movies but I think The Big Short is the best.

Iconic breakdown