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Unhedged

The report that rattled Wall Street

20 min24 februari 2026

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 [email protected].


Read a transcript of this episode on FT.com

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