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 indicators did Kevin Kelly mention that made him cautious about the stock market?

What is the significance of the VIX in Kevin's analysis?

How does the skew index relate to investor behavior according to Kevin Kelly?

What does Kevin mean by 'portfolio insurance' in the context of market volatility?

What strategy does Kevin suggest for generating high yields in the cannabis space?