OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge

About this episode

The episode discusses the advantages of alternative commodity markets for diversification and trend following with guest Tom Babbedge.

What if the real edge in markets is not in adding more assets, but in choosing fundamentally different ones? In this episode, Moritz Siebert speaks with Tom Babbedge about why alternative commodity markets offer a distinct source of diversification and trend. They explore how structural supply and demand imbalances create persistent price moves, why many financial markets behave as one during stress, and how capacity constraints shape portfolio construction. The conversation also examines how markets are selected, how execution differs from traditional CTAs, and why understanding who trades a market may matter more than any backtest. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the Trend Barometer here . Send your questions to  info@toptradersunplugged.com And please…

People in this episode

Host: Niels Kaastrup-Larsen

Guest: Tom Babbedge

Topics covered

• commodity markets
• diversification
• trend following
• supply and demand
• portfolio construction

Keywords

• commodity markets
• diversification
• trend following
• supply and demand
• portfolio construction

Mentioned in this episode

Organizations: Top Traders Unplugged

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