Need experts on trade-war investing bets

I’m looking for financial advisor, market analysts and academics with suggestions on how investors can bet on a possible trade war, or how to insulate a portfolio from it’s consequences. I usually write for long-term investors advised not to time the markets, but in this case want to make suggestions for deploying a little play money or for profiting, or minimizing losses, from these conditions. I don’t want to just tell people to stick with the long-term plan and ride out the bumps, though that will certainly be mentioned. What industries or regions stand to gain or lose? What types of securities — stocks vs bonds — are most vulnerable or potentially profitable? What instruments would you recommend for this type of bet — stocks, bonds, options? Are there managed funds that take this kind of risk or opportunity into account? Or is this simply a time to put some money on the sidelines? Would you do that by cashing out some holdings or by just stockpiling new money that otherwise would be invested immediately. General idea: any suggestions for an investor anxious about international relations, trade, uncertainty and volatility. Requirements: I prefer responses by email containing usable content and quotes, and because I usually get plenty I rarely respond to ones merely offering a source for interview.