#47 Jason Coggins | AI Arms Race, SaaS Disruption, Private Credit & Global Macro Insights

The Rate Of Change por Murdoch Gatti

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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

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investinginterest ratesinflationfinancial planningprivate creditproperty investingasset allocationwealth creationAI disruptionAI macro trends
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