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

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

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

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 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.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Twitter.Follow Tom on LinkedIn.Episode TimeStamps:00:00 - Introduction to the episode and guest02:04 - Why focus only on commodity markets03:59 - The myth of diversification through more markets05:01 - Structural differences within commodity markets06:22 - Why financial markets behave as one in crises07:57 - Capacity constraints and portfolio construction11:18 - Adding and removing markets from the portfolio13:28 - How to identify truly alternative markets16:40 - Trend quality vs trend quantity explained19:11 - Structural drivers behind commodity trends20:01 - Case study European carbon and trend persistence26:59 - Execution as an edge in systematic trading32:42 - Reducing trading costs through patience40:09 - Why investors allocate to alternative commodity strategiesCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
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