How Benchmark's Kevin Kelly Is Trading Crown Castle

The video discusses the historical market trends in September, focusing on the S&P 500 and VIX. It highlights the impact of central bank interventions on volatility. The analysis shows that VIX has been lower than historical standards, suggesting tempered expectations for volatility. The video then shifts to an investment strategy for Crown Castle, a wireless tower operator, emphasizing the potential benefits of increased volatility and strategic positioning. It concludes with a discussion on risks and opportunities in the telecom industry, particularly the effects of 5G deployment and interest rate changes.

What has been the historical trend for the S&P 500 in September over the past 20 years?

• Stable returns

• Negative returns

• Positive returns

• Unpredictable returns

What is the primary reason the VIX has not been a reliable predictor of market volatility in recent years?

• Central bank interventions

• High trading volumes

• Lack of historical data

• Increased market stability

What recent action by Crown Castle's chairman is seen as a positive indicator for the company's stock?

• Selling a large number of shares

• Announcing a merger

• Issuing new stock options

• Buying a large number of shares

What is one of the risks associated with investing in Crown Castle?

• Decreasing demand for wireless services

• Rising interest rates

• High employee turnover

• Lack of technological innovation

How is the deployment of 5G networks affecting Crown Castle's performance?

• It is reducing their market share

• It is increasing their operational costs

• It is surpassing previous network investments

• It is causing a decline in stock prices