What I found most curious about &quot;The Big Short&quot; was its (almost exclusive, IIRC) focus on telling the story of the folks who were short these ultimately toxic derivatives: Why they thought this was a smart move, the finacial engineering and negotiation done so they could actually make the move, the usual Michael Lewis quirky portraiture.<p>What it was missing was any explanation of the folks who were long. Presumably many of them were at least almost as smart as the shorts, but I got no sense from &quot;The Big Short&quot; why they bet in the other direction.<p>Genuinely curious if there&#x27;s a mirror of &quot;The Big Short&quot; out there that could fill in that gap.