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Markets do not explain themselves.
An outlook every month, and podcasts, webinars and conferences in between — how we are reading the market now, and what we can be held to later. The latest is here; the full pieces are on privatealpha.ai.
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PodcastPodcast episodeGerman only7 Sep 2026· 17:11Christoph Gum: Die milliardenschwere KI-Krake
Nvidia is buying its way into its own value chain, Anthropic is heading for a listing, OpenAI has delivered GPT-6. Christoph Gum in conversation with Börsenradio on a cycle that has come to depend on itself.
WebinarPanel · Drescher & CieGerman only4 Aug 2026IPO-Boom 2026: Ist das der letzte Tanz des Bullenmarkts?
SpaceX alone has placed 75 billion dollars, with OpenAI and Anthropic still to come. The panel puts an issuance wave of this size in context — what it says about the phase of the market, and how investors should deal with it.
ArticleInsightGerman only15 Jun 2026· 5 min readWarum professionelle Investoren bessere Market Intelligence brauchen!
The majority of active fund managers do not beat their benchmark. The piece argues that this is not a problem of talent but a problem of information — and sets out what a technological reset in research means in practice.
PodcastPodcast episodeGerman only1 Jun 2026· 17:23Börsenradio Interview mit Christoph Gum
Where artificial intelligence is genuinely being used in finance today — and what Private Alpha is working on at the moment. A first-hand progress report.
PressTV / video interviewGerman only23 May 2024Unser CEO Live bei Markus Koch zu Nvidia und AI Adoption
Live from Wall Street: Christoph Gum and Markus Koch on the growth path of Nvidia, the valuation question across the technology sector, and the adoption of artificial intelligence in investment practice.
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