Unhedged

The report that rattled Wall Street

Dienstag, 24. Februar 2026 · 20 min

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On Monday, a report by Citrini Research appeared to rattle traders on Wall Street. Its thesis was that massive efficiency increases would lead to widespread job losses and a disastrous fall in consumption. Today on the show, Katie Martin and Rob Armstrong discuss the doomsday scenario. Also, they go short New York in the snow and short shrinkflation.

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Read a transcript of this episode on FT.com (ft.com/content/178299d1-e960-4b84-9439-b0f5f14…)
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