How Bechmark's Kevin Kelly Is Trading Zayo

Kevin Kelly from Benchmark Investments discusses market sentiment changes, focusing on the options market and skew index as indicators. He highlights concerns about the lack of hedging despite a market run-up. Kelly also analyzes specific sectors and stocks, including real estate and broadband infrastructure, noting significant market movements and strategic options for companies like Sozio.

What is the significance of the recent activity in the options market for Sozio?

What strategy does Kevin Kelly suggest for playing the stock of Sozio?