How Benchmark's Kevin Kelly Is Playing Equinix

Kevin Kelly from Benchmark Investments discusses recent market trends, focusing on economic data, tariffs, and their impact on sectors like tech and industrials. He highlights the options market's signals and analyzes market indicators like the VIX. Kelly also shares a trade strategy involving Equinix, emphasizing its defensive nature and dividend benefits.

What was the overall sentiment regarding the market's performance in the context of inflation and tariffs?

What strategy was suggested for investing in Equinix, and why is it considered a defensive play?