Recessions are caused by a fall in aggregate demand of goods and services below the total output of the economy, causing a contraction in the economy.

1) Bonds from highly profitable companies? Why not just put your money into an index fund?

2) No.

3) Weapons manufacturers? What, trade wars increase the costs of production of manufacturing companies by raising the price of inputs, if there's a trade war, shouldn't you be shorting the value of manufacturing companies?

4) So what sort of recession is going to be caused here, a supply shock or a demand shock? I'm confused.

5) You don't know what's going to cause the next recession, none of us really know. Economics isn't about predicting recessions, it involves so much more than that. Also, recessions are extremely rare in Australia, I highly doubt one is going to occur.