How Benchmark's Kevin Kelly Is Playing Zayo

Kevin Kelly from Benchmark Investments discusses the banking sector's performance, highlighting the unusual options trading patterns. He then shifts focus to the industrial sector, noting bearish sentiment due to trade issues. Finally, he provides insights into ZEO's corporate action and a strategic options trade involving their fiber optic assets.

What corporate action is ZEO currently undergoing?

What trade strategy does Kevin suggest for ZEO and what are its potential outcomes?