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Private Alpha Podcasts

AI market analysis and context from Christoph Gum — to listen to and to watch.

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Christoph Gum: the billion-dollar AI octopus
17:11
Latest episode7 Sept 2026

Christoph Gum: the billion-dollar AI octopus

Christoph Gum speaks with Peter Heinrich on Börsenradio about Nvidia as a billion-dollar "AI octopus" that buys up competitors such as Hugging Face, and about the prospects for an Anthropic IPO alongside OpenAI’s GPT-6 Astra launch: "If the cycle stops, then everything is at risk."

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Börsenradio interview with Christoph Gum
17:23

Börsenradio interview with Christoph Gum

1 Jun 2026Podcast episode

Christoph Gum is a guest on Börsenradio and speaks about the current use of artificial intelligence in finance and about developments at Private Alpha.

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Private Alpha Podcast: update on the situation in Iran & top AI stocks
16:32

Private Alpha Podcast: update on the situation in Iran & top AI stocks

10 Apr 2026Podcast episode

In this episode Christoph Gum discusses geopolitical tensions in the Middle East and their effects on technology stocks and commodity markets.

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Christoph Gum: four ingredients for a technology bubble – are we in an AI bubble?
16:04

Christoph Gum: four ingredients for a technology bubble – are we in an AI bubble?

12 Jan 2026Podcast episode

Understanding how bubbles form in the markets. Christoph Gum analyses liquidity, narrative, leverage and valuation patterns in historical context.

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The Big 10 AI stocks: who is really driving the AI euphoria?
Video

The Big 10 AI stocks: who is really driving the AI euphoria?

12 Jan 2026Video episode · Börsenradio

On Börsenradio, Christoph Gum takes apart the ten largest AI names and shows which of them actually back the euphoria with results — and which are merely carried along.

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Wat is en KI? Christoph Gum, CEO of Private Alpha: 'Despite the rally, CaesarDPT currently sees little risk'
16:33

Wat is en KI? Christoph Gum, CEO of Private Alpha: 'Despite the rally, CaesarDPT currently sees little risk'

21 Feb 2025Podcast episode

Christoph Gum explains the idea underlying the Deep Pattern Transformer, and why reactive analysis is more precise than forecasting.

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