How should I be positioned?

Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed:
The current macroeconomic environment
The likelihood of a recession
How elevated inflation is likely to impact monetary policy over the next few quarters, and
Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.