How Benchmark's Kevin Kelly Is Trading Simon Property Group

The video discusses recent market volatility and bearish trends, highlighting the widening credit spreads and investor panic leading to a sell-off in stocks and bonds. The skew index, a measure of market fear, has decreased, suggesting a potential market bottom. Analysts suggest a rolling bear market without a major shock event. The video also covers an investment strategy for Simon Property Group, emphasizing its strong performance and dividend yield amid a retail renaissance.

What recent actions have investors taken in response to market volatility?

How has the skew index changed recently, and what does it indicate about investor behavior?

What does the term 'rolling bear market' imply according to the analyst from Morgan Stanley?

Discuss the significance of Simon Property Group's performance in the context of retail trends.

What strategy is suggested for investing in Simon Property Group, and what are its potential benefits?