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John Farr

John Farr

Posted: March 13, 2011 03:01 PM

Analysis of a Meltdown: Why Everyone Should See Inside Job


As an outspoken critic of this year's Oscars, I'm happy to note they got one thing right: Inside Job won the award for Best Documentary feature.

As of last week, this first-rate expose of the root causes behind the 2008 financial meltdown became available on DVD.

Rarely do I resort to exhortations like this, but here is a movie that every adult American should watch, digest, and discuss... then maybe watch again.

Its impact speaks to the unique power of film to relate a compelling story in under two hours, and have it hit you like a sledgehammer.

Like many others, to deal with my own bewilderment in the wake of this crisis, I had consumed Andrew Ross Sorkin's much-praised book Too Big To Fail, and came away with a somewhat better understanding of what had gone down.

(I also felt oddly guilty that the book read like a thriller.)

Inside Job is not thrilling per se; A.O. Scott put it best when he described it as "infuriating".

Most thoughtful people know by now the broad causes behind this mess: a steadily growing pattern of abuses in the wake of financial deregulation begun during the go-go '80s.

Still- for context (and at the risk of over-simplification), I'll try to encapsulate the gist of what went wrong:

Before deregulation, a bank only sold mortgages to customers who were good risks and could pay them back over time.

With deregulation, obscure financial instruments were developed and promoted whereby high-risk mortgages could be packaged together and re-sold to large, speculative institutional investors. (Most of these investors never even attempted to understand these complex instruments or question their underlying value. All they knew and cared about was that they generated short-term profits.)

With their own exposure thus diluted, banks started selling mortgages with little regard for risk. It was like printing money: the more mortgages they could generate, the greater the short-term gains. Hence the housing bubble, built on mortgages sold to people who likely could never pay them back.

As this dense, elaborate house of cards gradually built itself up, the rich got richer, and the poor got set up. And when it all finally imploded in 2008, the reverberations were felt globally.

The outrage I felt watching Inside Job came from several key arguments, expertly presented:

First, there's the sad, recurring reality that the biggest victims in financial downturns are in fact our poorest citizens, not the people who caused the whole mess to happen.

It's also frustrating to hear that warning bells were sounded, but with so many people focused on getting filthy rich, they were simply dismissed or ignored.

But here's the worst part: there has been virtually no accountability for this disaster. Why? Because the ties between government and business have been so closely linked for so long, that to pursue real justice would be an incredibly ugly and disruptive affair.

Hank Paulson, Secretary of the Treasury when the crisis hit, was formerly head of Goldman, Sachs. His successor and the current man in the job, Tim Geithner, was previously head of the New York Fed. So perversely, the people appointed to oversee the soundness of the system are the same people who had a hand in undermining it in the first place.

Even academia gets into the act, with the heads of some of our foremost business schools teaching the benefits of deregulated markets while quietly making most of their incomes as board members of the major investment banks.

Conflict of interest anyone?

What's the worst punishment these CEOs have received? Inside Job rightly singles out Dick Fuld of Lehman Brothers. Having lived like a sultan, the poor man lost his job, but only after driving a once venerable company into the ground. And to ease the pain, he walked away with a severance paycheck in the hundreds of millions, while ordinary Americans were losing their jobs, their savings, and their homes.

Inside Job also focuses on once-revered and respected figures like Alan Greenspan and Larry Summers -- people who wielded immense power and influence on global markets, and who saw nothing amiss as the world approached a financial abyss.

How have they been held accountable? The short answer is not at all, though it's certain they've only gotten richer on book deals and speaking tours.

Then there's good old Ben Bernanke, undeniably in a position to spot the warning signs. It seems he simply had no clue. His punishment was a promotion to Greenspan's old job, heading up the Federal Reserve, a highly influential post he retains to this day.

A lot of supposedly brilliant minds seem to justify it all by claiming that our whole financial system-- the one they created, mind you-- has become so complex that nobody could have seen this disaster coming.

This is infuriating. After all, isn't their ability to manage this complexity the reason they're paid so well? And if they fall down on the job and betray the public trust, shouldn't their positions and their pay be affected?

I guess not. The word is that bonus packages are back and plentiful on Wall Street. And CEOs are still making a killing.

The basic, maddening, bottom-line truth is that nothing has really changed as a result of this cataclysm. And neither party can be singled out for this paralysis; as Inside Job aptly demonstrates, when it comes to abuses in the financial system, both Republicans and Democrats earn an "F" on their report cards.

After much bold initial talk from the current administration about financial reform, no substantive bill addressing it is on the horizon. And with a pro-business Republican House majority supporting smaller government, it's unlikely anything significant would pass anyhow.

I suppose Washington figures Americans have short memories. Once the recovery is truly underway and people get their jobs back, they will quickly forget what happened in 2008, and why.

Inside Job is a movie that challenges that assumption, that riles you up and makes you want to take action. Could average citizens use this film to inspire a grass roots movement that hastens a day of judgment for the various fat cats who got off scot-free, and demands real reform in our financial system?

It may sound far-fetched, but wilder things have happened. After all, they say it was the cell phone that toppled the government in Egypt.

Unsure what to choose on Netflix? Visit www.bestmoviesbyfarr.com To see John's videos for WNET-Channel 13, go to www.reel13.org

 

Follow John Farr on Twitter: www.twitter.com/jfarr02

As an outspoken critic of this year's Oscars, I'm happy to note they got one thing right: Inside Job won the award for Best Documentary feature. As of last week, this first-rate expose of the root c...
As an outspoken critic of this year's Oscars, I'm happy to note they got one thing right: Inside Job won the award for Best Documentary feature. As of last week, this first-rate expose of the root c...
 
 
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02:40 AM on 03/15/2011
Thanks for bringing attention to this.

C Pucket
Author of "Lady at the Club"
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Halsey
"There is a price to pay for speaking the truth. T
10:22 PM on 03/14/2011
John! LOVE to see you review a documentary. I cut: "..I suppose Washington figures Americans have short memories. Once the recovery is truly underway and people get their jobs back, they will quickly forget what happened in 2008, and why.." We DO have short memories but those jobs are not coming back. I pray to the god of justice that Wisonsin and Michigan are only the beginning. (I'm a dreamer). I entered financial services in 198 friggin 3 (I'm ancient). It's always had shady characters making lots of money, but zero comparison to what happened with Reagan, Clinton, Dubya and now Obama(equal opportunity). I lost my postion when cancer took me out of my loop for too long. Today, I desperately need a job but when I consider walking back into the doors of one of the big banks I think why did I go through chemo. I cannot live/work in that environment any longer. I never sold mortages or the securities tied to the, but I was still part of the machine.
The last two year has shown us a hubris that boggles the mind. It matters not who lives at 1600 Pennsylvania. K and Wall Street make the rules.
I'm not a socialist but this corporate-ocracy is unacceptable.
I will see Inside Job (sadly not on my pay per view). But I already know. I worked for Lehman several years ago. It was ALL Wharton or Univ. of Chicago MBA (and white and male).
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John Farr
isolates and celebrates the best movies available
01:05 PM on 03/15/2011
thanks for this halsey. I'm sure there'll be few surprises for you in this film.
but that doesn't make it any less infuriating.
01:30 PM on 03/15/2011
I do not accept the notion that the resident of 1600 Pennsylvania does not matter. There is no doubt that K and Wall Streets are very powerful and do succeed in setting the rules, but I reject the notion that the President is powerless to take them on. But he needs overwhelming public support to do that. Imagine if the President made full use of the bully pulpit to take on the banks and Wall Street in a serious way. If he took every opportunity to explain why the economy crashed and to point out who is to blame in a simple and direct way, and then actually did something about it, I suspect he would become a hero again. He has the facts on his side, he is a brilliant communicator, and honest working Americans are hungering for a president who will speak and act forcefully on their behalf. If he did that, I suspect the groundswell of positive public opinion would easily sweep aside the inevitable resistence that would come from the defenders of the status quo in Washington - both in and out of Congress. He just needs to decide that he works for the American People and then do it.
08:21 PM on 03/23/2011
Obama came into office with great popularity and a (not this bad since the Great Depression) financial crisis he absolutely wasted by adopting the banksters. He could have called for a regulatory "reset", taking us back to Glass-Steagall and regulation that worked for decades. FDR was successful in some ways, unsuccessful in others. Obama had the book of history to read and guide him - and enough popularity to change things.
10:07 PM on 03/14/2011
Been saying "Glass-Steagall" since late 2007 to my D.C. electeds. They don't hear me. Need a referee in financial markets to call foul and especially technicals. Junk was AAA. The effects are far from over since MERS shadow entity broke chains of title on real estate. And real estate taxes are basic funding for local governmental entities like school districts, ambulance districts, etc., in many states. The S&L debacle was fraudy, but this one's worse: MERS laid waste to the land title system that secured loans for 400 years. What happens next? At least under Bush, the Enron crew, Ebbers, even Martha Stewart went to jail. Dodd-Frank doesn't fix what was wrong. Leverage enabled bubbles will be popping up soon.
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John Farr
isolates and celebrates the best movies available
01:06 PM on 03/15/2011
scariest sentence: they don't hear me...says it all.
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09:18 PM on 03/14/2011
http://www.dailyfinance.com/story/investing/joseph-stiglitz-corporate-crooks-to-jail/19684353/
Nobel Prize Winner Joseph Stiglitz Calls for Jail Time for Corporate Crooks - DailyFinance

"...What should be done? "I think we ought to go do what we did in the S&L [crisis] and actually put many of these guys in prison," said Stiglitz. "Absolutely. These are not just white-collar crimes or little accidents. There were victims. That's the point. There were victims all over the world."

A Theory of Justice

Among the casualties of this whole mess, according to Stiglitz? Faith in the legal system itself. "The legal system is supposed to be the codification of our norms and beliefs, things that we need to make our system work," he said. "If the legal system is seen as exploitative, then confidence in our whole system starts eroding."

"When you say the Pledge of Allegiance, you say, with 'justice for all," Stiglitz said. "People aren't sure that we have justice for all. Somebody is caught for a minor drug offense, they are sent to prison for a very long time. And yet, these so-called white-collar crimes, which are not victimless; almost none of these guys, almost none of them, go to prison."

"Families are as important as corporations," he said. "Keeping kids in school, not forcing them out of their home, keeping the community together, is certainly as important as keeping a corporation alive."
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John Farr
isolates and celebrates the best movies available
09:35 PM on 03/14/2011
Mr. Stiglitz is dead on-thanks for sharing this...
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10:16 PM on 03/14/2011
You're welcome.

Unless the financial criminals are prosecuted and punished, they will do it again. They must be have fear of loss of both money and freedom.

Abandonmen­t of the Rule of Law can be used as an excuse for anything from vigilante justice to a military coup d'etat, both bad things.
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08:58 PM on 03/14/2011
From Nouriel Roubini...

http://www.project-syndicate.org/commentary/roubini28/English
Gordon Gekko Reborn - Project Syndicate

"...greed cannot be controlled by any appeal to morality and values. Greed has to be controlled by fear of loss, which derives from knowledge that the reckless institutions and agents will not be bailed out. The systematic bailouts of the latest crisis – however necessary to avoid a global meltdown – worsened this moral-hazard problem. Not only were “too big to fail” financial institutions bailed out, but the distortion has become worse as these institutions have become – via financial-sector consolidation – even bigger. If an institution is too big to fail, it is too big and should be broken up.

Unless we make these radical reforms, new Gordon Gekkos – and Charles Ponzis – will emerge. For each chastised and born-again Gekko – as the Gekko in the new Wall Street is – hundreds of meaner and greedier ones will be born."

The system is broken when bankers are only fined for laundering drug money:

http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=asU.b_fCjHTE
Wachovia's Drug Habit - Bloomberg.com
06:59 PM on 03/14/2011
Mr. Farr,

To explain the financial crisis--and not just describe its symptoms in an entertaining way--you need to explain the central issue--the highly leveraged systemic accumulation of non-prime residential mortgage backed securities mis-rated AAA. And you have to explain why it happened when it happened. The interaction of six bad government policies do that better than an explanation based upon business greed, deregulation and under-regulation. That is why the crisis should be understood as a government failure more fundamentally than a market or business failure. See here:

http://www.huffingtonpost.com/mark-j-perry-and-robert-dell/post_1596_b_810563.html

RD
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John Farr
isolates and celebrates the best movies available
09:36 PM on 03/14/2011
thanks for this...but I'm not sure anyone will buy the argument that the government is solely to blame.
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Halsey
"There is a price to pay for speaking the truth. T
10:29 PM on 03/14/2011
John, to me Goverment is (as is all life) a Seinfeld episode. In this case the last episode. They were jailed for NOT helping the guy being mugged.
06:53 PM on 03/14/2011
Mr. Farr,

Your "analysis"--like that of the movie--is both superficial and fallacious. No serious economist or policy scholar--right or left--argues that deregulation led to the financial crisis. The involvemen­t by commercial banks and investment banks in high-risk/­subprime mortgages and related securitiza­tion was in no way affected by deregulati­on. Certainly the banks could have done everything they did before Gramm-Leac­h-Bliley. In fact, deregulati­on served to contain the crisis by making banks more diversifie­d and allowing troubled investment banks Bear Stearns and Merrill Lynch to become stabilized through acquisitio­n by commercial banks.

RD
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John Farr
isolates and celebrates the best movies available
07:08 PM on 03/14/2011
well- since I don't pretend to be a serious economist (with all the superiority and arrogance that seems to accompany that designation) I'll just say it's evident that our financial system is broken, without the types of checks and balances that protect regular citizens and prevent titans from getting obscenely rich on the backs of their victims. We need regulation and reforms to prevent this from happening.
Do you agree? Or am I being too simplistic again?
07:28 PM on 03/14/2011
Mr. Farr,

The highly-leveraged systemic accumulation of subprime and Alt-A mortgage backed securities mis-rated AAA was INCENTIVIZED and DIRECTED by bad government policy. It is more truthful to assert that government MISREGULATION, more than under-regulation, was at the heart of the crisis. See here:

http://www.huffingtonpost.com/mark-j-perry-and-robert-dell/more-equity-less-governme_b_829216.html

We need to rely more on financial institutions being capitalized with more equity and the regulatory discipline of market competition. We need to rely less on government central planning (politicians enacting and updating complex regulatory regimes). Citizens tend to assume that regulation works as intended and that is never the case.

As a general proposition--something to think about: throughout U.S. history, who has been proven more worthy of public trust and confidence: the business professional competing for customers with a minimum of help or interference from government or the politician with regulatory power, competing for votes with help from the campaign contributions of regulated or subsidized business cronies?

RD
05:42 PM on 03/14/2011
I saw the movie, highly recommended. I also lost 85% of my retirement savings in this FRAUD (largest in US history) and all the crooks walked away with tens if not hundreds of millions. If you rob a covenience store of 100 bucks it's probably 5 years in the slammer but if you rob the public at large of trillions, you get to walk away with your fortune intact if not enlarged.
Another great PBS documentary is "the warning" where Commodity Futues Trading Commisioner Brooksley Born was testifying before congress about the upcoming meltdown and she was snowed under by testimony from Greenspan, Summers Levitt and someone whose name escapes me. All said "no problem here"
It's a great country if you own a congressman or two.
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AlexNYC
Pumps dont work cause the vandals took the handles
04:23 PM on 03/14/2011
During his acceptance speech at the Academy Awards, Charles Ferguson asked why none of those responsible for the economic crash were in jail. Does anybody recall reading about this in the US media the following day? Of course not. The corporate owned and influenced media keep such relevant news away from the general public so it won't be discussed.
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John Farr
isolates and celebrates the best movies available
07:10 PM on 03/14/2011
yeah, a great big silence on this topic in washington too.
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Halsey
"There is a price to pay for speaking the truth. T
10:36 PM on 03/14/2011
we (they) were consumed with complainin about Franco's sullen demeanor. Shows you where are put our priorities (I don't me you and I; I'm talking the drones).
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HUFFPOST SUPER USER
Angel Whitebird
Invest in America..Buy a Congressman!
12:18 PM on 03/14/2011
I would like to see the scenario..( they should make a movie of this concept!!),,Of Americans stop paying their taxes!..We all know where our hard earned money goes..if you have a "keen sense of the obvious!!
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Halsey
"There is a price to pay for speaking the truth. T
10:37 PM on 03/14/2011
I would like t see th e scenario of americans not driving on roads paid for by taxes.
11:51 AM on 03/14/2011
nothing happened just like nothing happens until we have another oil crisis and once it's over it's back to business as usual...pardon the pun
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John Farr
isolates and celebrates the best movies available
05:07 PM on 03/14/2011
a frustrating human trait- no wonder bad stuff keeps happening again and again.
11:42 AM on 03/14/2011
Every one who does not belong to the wealthier class agrees with that.
The financial earthquake which happened in 2008 was not a Nature´s plague but indeed the consequence of he behaviors of a lot of rogues belonging to the wealthiest : great banks, investment funds, economists with close links to the political class and even belonging to it.
And anyone knows that the one who suffered and are still suffering of this misconduct were not the very culprits but the middle-class .
The wealthier got more wealthy and the middle class had to suffer . And suffer in silence otherwise they were accused of derailing the economic recovery or breaking the law.
When Michael told that the scoundrels of Wall street had to go to jail and that the wealth done by the 400 richer was enough to prove that America is not broke, he was accused “Stalinism” by Fox News.
But we have the political system we deserve.
Why the word “revolution” is not once for all used by the middle Class.
I add this:
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HUFFPOST SUPER USER
blabberator
Who cut the cheese?
11:25 AM on 03/14/2011
"Inside Job" should be aired on public television.
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SmotPoker
Medical Marijuana saved my life.
12:44 PM on 03/14/2011
It should be required viewing for every American citizen.
02:32 PM on 03/14/2011
Absitively!
ByAndForThePeople
and corporations aren't people!
03:52 PM on 03/14/2011
Which is one reason why the Repubs and Tea Partiers want to defund all public media. They can't bear the thought of "Inside Job" actually being widely viewed.
10:18 PM on 03/14/2011
Mainstream media don't touch the subject, only the business channels occasionally. Likely a lot of tea party sympathizers would more than accept the film. The ones I know are skeptical of GOP leadership as well as left leaning Democrat leadership. It would help if name calling stopped and we focused on issues. Mainstream media won't focus on it. That's why I read HuffPo business and other more exotic sites.
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nycbunny
My micro-bio did not meet their guidelines.
11:22 AM on 03/14/2011
I agree it was a fabulous movie, well written and easily understood. I saw it at The Angelika Theater here in NYC and when leaving I mentioned that I hoped this movie would be widely released so everyone in the country could catch it also, not just the people with access to an Indie Theater.
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John Farr
isolates and celebrates the best movies available
05:08 PM on 03/14/2011
hence this piece...now people can rent the dvd or stream the film.
05:45 PM on 03/14/2011
By the way it was only the second of two movies I have seen in my life where the audience stood up and clapped at the end (the other was "the way of the wind"
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Peter Combs
Amused by the illogical..no, NOT a Republican
10:54 AM on 03/14/2011
I saw the film, it was the perfect mix of everyone getting what they wanted...unqualified borrowers getting houses, politicians by de-regulation and clout pushhing lenders to cut requirements, the Wall Street Crowd securitising the loans and making money with friendly ratings companies overstating the values..and foreign buyers purchasing the loas having no idea what they were buying and only looking at the projected yields..

It was a perfect Storm....everyone got what they wanted across the board from borrowers and lenders to investors.....until it all fell in......

I do not buy the argument that the borrowers were duped, the viewpoint was by many if not most of them..the housing market will ALWAYS go up and IF in 5 years or down the road the mortgages become un-affordable they could simply turn over/sell the house and take a fat profit...good idea until you have more sellers than buyers...if was also the same common notion when it came to second mortgages...."hey I can ALWAYS sell!"...very few it seems had their own lawyers looking at the loans and advising them...

The Wall Street gang and investors thought maybe a few would go bad, but the market could absorb it...the Pols..as always never cared, they could hold hearings and point fingers....which is what we saw happen...

Shame on ALL of them...hire the retgulators in Canada to design a banking system for us....