How Benchmark's Kevin Kelly Is Playing American Tower

The video discusses the current state of the S&P 500 and the VIX, highlighting market uncertainty and the potential for an earnings recession. It suggests that being long on volatility could be beneficial, especially given the expected earnings decline in the technology sector. The video also explores defensive market segments, particularly real estate, and emphasizes the importance of investing in companies like AMT that are involved in 5G infrastructure. The strategy of buying call options on AMT is presented as a way to capitalize on market growth while limiting downside risk.

Why is technology considered more susceptible to the global market environment?

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What strategy is suggested for investing in AMT, and what are the potential risks and rewards?

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