TREVOR NG'OMA

Notes

Ideas in progress.

An occasional collection of observations, questions, and things I'm learning or thinking about.

01

I finally understand The Big Short.

I'd seen The Big Short before. I thought I understood it. Turns out, I really didn't.

Watching it again while studying finance was completely different. Mortgage-backed securities, credit default swaps, ratings, leverage... all the stuff that used to sound like complicated Wall Street language actually started making sense.

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Finance

September 2026