How Benchmark's Kevin Kelly Is Playing Innovative Industrial Properties

Kevin Kelly from Benchmark Investments discusses his cautious market outlook due to volatility indicators like the VIX and skew index. He explains the skew index as a true fear indicator, highlighting investor behavior in buying out-of-the-money puts for portfolio insurance. Kelly also shares an investment strategy in the cannabis sector, focusing on generating high yields through REITs.

What is one reason Kevin Kelly is becoming more cautious about the stock market?

• Stock correlation has decreased significantly.

• The VIX is nearing its lows in the 52-week range.

• The VIX is at its highest point in the 52-week range.

• Economic growth is accelerating rapidly.

What does the skew index indicate according to Kevin Kelly?

• It measures the overall market growth.

• It predicts the next market rally.

• It tracks the performance of technology stocks.

• It is a true fear index showing investor concerns.

Why are investors buying more out-of-the-money puts, as explained by Kevin Kelly?

• They expect the market to rise by 10%.

• They are seeking to insure their portfolios against a market drop.

• They are betting on a stable market.

• They want to increase their exposure to high-risk stocks.

What sector does Kevin Kelly suggest for generating high yields?

• Technology

• Healthcare

• Cannabis

• Finance

What investment strategy does Kevin Kelly recommend in the cannabis sector?

• Buying and holding technology stocks

• Investing in REITs that handle cannabis warehousing

• Short selling cannabis stocks

• Investing in healthcare REITs