David Stockman interview (30min) on how its all gone wrong, plenty of history. There is an excellent analysis of the great bond carry trade, and the great "margin call in the sky".
He has a new book coming out early 2013, available on pre-order:
.
Stockman mentions Walter Bagehot, here's a link to his book
Lombard Street (
direct .pdf download) - and more links to his books available on archive.org
HERE.