I fear the Fed is going to pound the nail until we actually go into recession, says Schroder's Insana

Keith Fitz-Gerald, Fitz-Gerald Group principal, and Ron Insana, Schroders North America senior advisor and CNBC contributor, join 'Power Lunch' to discuss the shift in consumer concerns, whether Insana believes recession is coming and how Fitz-Gerald would position a portfolio in today's equity markets.