We should remain bearish and defensive on both equities and fixed income, says Shana Sissel. She discusses how she expects the markets to remain quite volatile through at least the mid-term elections. She goes over her stock picks which include GXO Logistics (GXO), Marvell Technology (MRVL), Nov Inc. (NOV), and Home Appreciation US REIT ETF (HAUS). She then talks about how we could expect a recession in 2023, but it doesn’t have to be a very scary thing because the job market is so tight. She also mentions her ETF picks FTGC and BTAL. Tune in to find out more.