First time since 2007, the move surgting that investors are shufrning stocks in favor of government bonds. All of this is happening due to trumps trade war with china. A Washington Post opinion columnist and joe cioli with business insider. Great to have both of you on. Lets just start with you, we were chatting on so much of this yesterday. Here we go, you see the markets. Is it not a matter of if, but when . The nature of the business cycle, cycles turn. There will be at some point a recession. How far away are we . We are now in the longest expansion on record, right . We passed that last month, essentially, and so, yeah, it looks like were over due for a recession. That said, expansions dont die of old age, they generally have to be murdered by someone or something. The cause that precipitates a recession is a shock of some kind. Weve seen that before. Escalating trade wars, so much uncertainty on other global risks, from brexit to india and pakistan. Maybe i shouldnt hire, invest,