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Private Alpha Podcast: update on the situation in Iran & top AI stocks
In this episode Christoph Gum discusses geopolitical tensions in the Middle East and their effects on technology stocks and commodity markets.
10 Apr 202616:32
16:320:00 / 16:32
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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."
Podcast
Börsenradio interview with Christoph Gum
Christoph Gum is a guest on Börsenradio and speaks about the current use of artificial intelligence in finance and about developments at Private Alpha.
Podcast
Christoph Gum: four ingredients for a technology bubble – are we in an AI bubble?
Understanding how bubbles form in the markets. Christoph Gum analyses liquidity, narrative, leverage and valuation patterns in historical context.