How Benchmark's Kevin Kelly Is Using Prologis to Hide From the Selloff

The video discusses the current state of the market, focusing on the VIX and investor sentiment. It explores the possibility of a rolling bear market, contrasting it with past market crashes like 2008 and 2000. The discussion includes factors such as rising import costs and their impact on profit margins. The video concludes with an investment strategy for Prologis, highlighting defensive positions and potential returns through dividends and call options.

What does the current state of the VIX and skew index suggest about investor sentiment?

• Investors are selling off all their assets.

• Investors are expecting a major market crash.

• Investors are not heavily investing in portfolio insurance.

• Investors are buying a lot of stocks.

What is the analyst from Morgan Stanley's perspective on the market?

• The market will experience a sudden crash.

• The market will remain stable with no changes.

• The market will undergo a rolling bear market.

• The market will see a rapid increase in stock prices.

What factors are contributing to the potential for a rolling bear market?

• Rising import costs and their impact on profit margins.

• Decreasing import costs and stable profit margins.

• Stable import costs and increasing profit margins.

• Decreasing labor costs and increasing capital costs.

What investment strategy is suggested for Prologis?

• Focusing on short-term gains.

• Getting defensive and utilizing dividend opportunities.

• Avoiding any investment in Prologis.

• Investing in high-risk stocks.

How can investors potentially increase their returns with Prologis?

• By avoiding any options trading.

• By selling call options against their holdings.

• By buying more shares without any strategy.

• By selling all their shares immediately.