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Mark Kermode reviews The Big Short. In 2005, Michael Burry has come to believe the US housing market will soon collapse. Seeing an opportunity, he bets against the market with the banks. When banker Jared Vennett hears of Burry’s prediction, he sees an opportunity to make money too, teaming up with Mark Baum and his associates at Morgan Stanley. At the same time, Charlie Geller and Jamie Shipley – minor players in a start-up garage company – also get wind of the plan and decide to get in on the action. Each of these three groups is betting on the total failure of the economy.