How Benchmark's Kevin Kelly Is Playing Prologis

The video discusses the behavior of the VIX during summer months, highlighting historical spikes in volatility and the challenges in calculating VIX during extreme market conditions. It explores strategies for hedging against such volatility, emphasizing the importance of looking at the VIX three-month curve. The video concludes with a trade analysis of Prologis, a company positively correlated with GDP growth and e-commerce expansion, as a defensive investment option with potential yield benefits.

What specific stock does the speaker recommend and what is the rationale behind this recommendation?

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How has the growth of e-commerce impacted the industrial real estate market according to the speaker?

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