How Bechmark's Kevin Kelly Is Trading Macerich

The video discusses the current state of market volatility, highlighting concerns about a potential sell-off due to a lack of investor hedging. It then shifts focus to Walmart's reported 43% growth in e-commerce, which is largely driven by leveraging physical store locations. Finally, the video explores an investment strategy involving Macerich, emphasizing the potential benefits of options trading in the real estate sector.

What does the skew index indicate about investor behavior according to the text?

What concerns does the speaker express about potential market volatility?

How does the growth in Walmart's e-commerce relate to its physical store sales?

In what way does the speaker suggest Macerich's stock could be a good investment?

What is the significance of the options premium mentioned in relation to the stock purchase?