How Benchmark's Kevin Kelly Is Trading Prologis

Kevin Kelly from Benchmark Investments discusses recent market trends, highlighting the S&P 500's 16% rise and current volatility levels. He notes the muted VIX levels and potential geopolitical risks. The conversation shifts to Prologis, a key player in e-commerce growth, driven by Amazon's demand for warehousing. Kelly suggests a trading strategy involving Prologis, emphasizing options premium and dividends.

What factors contributed to Kevin Kelly's bullish outlook on stocks before Christmas?

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How does the current volatility in the options market compare to historical averages according to Kevin Kelly?

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What role does Prologis play in the growth of e-commerce according to the discussion?

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What are the implications of Amazon's earnings on Prologis's business strategy?

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What trading strategy does Kevin Kelly suggest for Prologis, and what are the expected returns?

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