Benchmark's Kelly Has an Options Play for Simon Property Group

The video discusses the surprising earnings results of Macy's and its impact on the retail market. It analyzes the performance of the S&P 500 retail ETF and highlights the winners and losers in the retail space, focusing on companies like AutoZone and Nordstroms. The video also explores the importance of the Omni channel and private labeling for retail success. It concludes with an investment strategy involving real estate, specifically Simon Property Group, and options trading to capitalize on market conditions.

What factors are considered important for success in the retail space?

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What does the speaker suggest about the implied volatility of real estate?

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