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 factors have contributed to the central banks' intervention in the market over the past 20 years?

How has the VIX behaved in relation to historical standards over the last three years?

What investment strategy is suggested for Crown Castle, and what are the key components of this strategy?

What are the potential risks associated with investing in Crown Castle as mentioned in the text?

How does the deployment of 5G technology impact the telecom industry according to the discussion?