#47 Jason Coggins | AI Arms Race, SaaS Disruption, Private Credit & Global Macro Insights
About this episode
Murdoch Gatti interviews investment strategist Jason Coggins about macro forces shaping wealth creation in 2025, including AI, private credit, and U.S.–China dynamics.
In this episode of The Rate of Change , host Murdoch Gatti sits down with investment strategist Jason Coggins , former Joint Head of a major wealth management firm and consultant to leading private-market firms including Aura Group , Ellerston Capital , and IBEX Investors . Jason also serves on the investment committees for Australian Philanthropic Services and Third Link Growth Fund , providing him with a uniquely broad view across public and private markets. Murdoch and Jason explore the major macro forces shaping wealth creation in 2025 — from the rapid acceleration of AI and large language models , to evolving trends in global private credit , to the shifting dynamics of U.S.–China competition in technology, energy, and infrastructure investment. Together, they examine questions such as: In what way is the Australian private credit market structurally different to the U.S., and how do differences in creditor rights, recovery processes and loan duration shape risk? How is AI reducing business-formation timelines , and what does that mean for early-stage investors, founders, and legacy SaaS businesses? Could some private equity and SaaS business models be more exposed to…
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