The future adoption of driver-less cars seems quite likely, but is that a reason to short shares of a big auto-insurer like Progressive (PGR -0.31%)? One big hedge fund believes it is and thinks Progressive is in for more pain than competitors like Allstate (ALL 0.69%). In this segment of The Motley Fool's financials-focused show, Where the Money Is, financial analysts Matt Koppenheffer and David Hanson discuss the short and thesis.