How Benchmark's Kevin Kelly Is Using Prologis to Hide From the Selloff

The video discusses the current state of the market, focusing on the VIX and investor sentiment. It explores the possibility of a rolling bear market, contrasting it with past market crashes like 2008 and 2000. The discussion includes factors such as rising import costs and their impact on profit margins. The video concludes with an investment strategy for Prologis, highlighting defensive positions and potential returns through dividends and call options.

In what ways are investors currently reacting to market conditions compared to previous months?

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What implications does the current market sentiment have for future stock performance?

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