You think political/economic debates always have to be productive? :) Yeah it's a rather academic point. I guess some people like to actively rotate their por

You think political/economic debates always have to be productive? :) Yeah it's a rather academic point. I guess some people like to actively rotate their portfolios as if their concerns about recession aren't already priced in. Otherwise you can make broad assumptions about what kind of job opportunities may exist over the next two years, how your company might do in a recession, etc and position yourself a little better. Perhaps it's not the right time to go for a risky consumer-facing startup, stuff like that. For my part seeing all the supply shocks, and the fact that the Fed might pivot to combat a serious recession, caused me to a sign a two year lease to lock-in a lower rate, as I believe we're not done with inflation yet.