Quint comes back to Trading Nations to discuss the yield curve inverting yet again and the possibility of a recession. Disclosures: Long BAC, KO, CSCO

As the yield curve inverts again, these stocks could offer protection from CNBC.

In the following clip the discussion moves to interest rates, housing stocks and how the consumer is still strong. Disclosures: Long MDC

Buy the housing boom, says investing pro from CNBC.

Finally, the discussion concludes with a look at retailers and the dramatic differences between their performance Disclosures: Long WMT, TGT

These retailers have been left out of the market rally from CNBC.