How Benchmark's Kevin Kelly Is Trading Prologis

Kevin Kelly from Benchmark Investments discusses recent market trends, highlighting the S&P 500's 16% rise and current volatility levels. He notes the muted VIX levels and potential geopolitical risks. The conversation shifts to Prologis, a key player in e-commerce growth, driven by Amazon's demand for warehousing. Kelly suggests a trading strategy involving Prologis, emphasizing options premium and dividends.

What factors contributed to Kevin Kelly's bullish outlook on stocks before Christmas?

How does the current volatility in the options market compare to historical averages according to Kevin Kelly?

What role does Prologis play in the growth of e-commerce according to the discussion?

What are the implications of Amazon's earnings on Prologis's business strategy?

What trading strategy does Kevin Kelly suggest for Prologis, and what are the expected returns?