# Citrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026

Page: https://stenobird.com/podcast/stock-talk-5318189/citrini-research-the-talk-of-wall-street-stock-talk-update-friday-february-27-2026
Text version: https://stenobird.com/podcast/stock-talk-5318189/citrini-research-the-talk-of-wall-street-stock-talk-update-friday-february-27-2026.md
Podcast: [Stock Talk](https://stenobird.com/podcast/stock-talk-5318189)
Published: 2026-02-27T20:59:22+00:00
Episode link: https://oakharvest.podbean.com/e/citrini-research-the-talk-of-wall-street-stock-talk-update-friday-february-27-2026/
Audio file: https://mcdn.podbean.com/mf/web/gdkc8naji6u4r6ui/Stock_Talk_227_Audio_Onlyavfrj.mp3
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Duration seconds: 566

## Resource

Wall Street is debating a provocative question this week: If AI continues exceeding expectations, could that actually become bearish for the broader economy? In this video, I walk through a widely discussed scenario analysis from Citrini Research that explores how accelerated AI adoption might pressure white-collar employment, consumer spending, housing, and credit markets by 2027–2028. Importantly, this is not Oak Harvest’s base case view, and the authors themselves describe it as a scenario, not a prediction. Link to article: https://open.substack.com/pub/citrini/p/2028gic?utm_campaign=post-expanded-share&utm_medium=web While most extreme outcomes may never materialize, AI is likely to reshape industries over the next several years. That is why thoughtful planning matters. In a choppy market environment, our guidance remains consistent: stay disciplined, stay diversified, and stay focused on long-term objectives. If you would like help reviewing your retirement plan or portfolio positioning, our team at Oak Harvest is here to support you. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Ch…

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## Transcript

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