How Benchmark's Kevin Kelly Is Trading Equinix

The video features a discussion with Kevin Kelly from Benchmark Investment about market volatility, particularly in the context of rising interest rates and the end of quantitative easing. The conversation covers the behavior of the VIX, market sentiment, and potential investment strategies, highlighting companies with pricing power like Equinix. The discussion also touches on the importance of understanding market dynamics and the potential for mean reversion in volatility levels.

What factors are contributing to the current market volatility according to Kevin Kelly?

How does Kevin Kelly describe the market's attempt to find equilibrium in a rising interest rate environment?

What does Kevin Kelly suggest about the VIX and its current behavior?

What investment strategy does Kevin Kelly recommend for companies with pricing power?

What is the significance of Equinix in the context of the discussion on pricing power?