Episode 72: Wild Cards – Tail Risk in an Increasingly Fragile World

Episode 72: Wild Cards – Tail Risk in an Increasingly Fragile World

From Research @ Citi by Citi

April 2, 2026 · 23 min

About this episode

Rob Rowe discusses potential wild card scenarios for 2026 with Dan Tobon.

Rob Rowe, Citi's U.S. Region Director of Research, sits down with Head of G10 FX Strategy Dan Tobon to discuss wild cards for 2026. They explore a range of scenarios, from the direction of the Middle East conflict and European growth to asset bubbles and private markets. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc…

People in this episode

Host: Rob Rowe

Guest: Dan Tobon

Topics covered

  • tail risk
  • fragile world
  • Middle East conflict
  • European growth
  • asset bubbles
  • private markets

Keywords

  • tail risk
  • Middle East
  • European growth
  • asset bubbles
  • private markets
  • financial instruments
  • economic advice

Mentioned in this episode

Organizations: Citi

Places: Middle East, Europe

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