When the Bond Market Got it Right
Update: 2025-08-05
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In today's session, the speakers expressed that even if volatility increased, and bonds remained flat so far in 2025. The discussion shifted to TLT, emphasizing that implied volatility outpaced historical volatility 95% of the time this year, indicating well-priced expectations in bond trading. The speakers highlighted the effectiveness of short premium strategies in TLT, noting that consistent strategies could yield positive results despite the lack of significant price movement.
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