I need to believe companies like Starbucks and Apple have a gameplay for a recession! But I do see his point. Basically, it might be a portfolio that got turbo boosted in a bull market, which might not happen when ice inevitably get into proper recession.
I believe they have a plan. Whether that plan will be effective is another matter. I’m holding Apple at the moment and intending to just tough it out. My feeling is they’ll do badly in recession but better on the other side ans that makes them worth having
On a long enough timeline, if you believe economy will do better again, these stocks are probably worth a look. I agree there is a recession danger, but there is always risk when investing in stocks.