Insights Series — Jason Coggins joins Murdoch Gatti to unpack the structural forces reshaping markets, technology and capital allocation in 2026.

In this episode of The Rate of Change, they explore how AI, geopolitics, energy systems and global capital flows are changing the investment landscape — from the U.S.–China race for semiconductors, Energy, resources and AI dominance, to the structural risks emerging across private credit, productivity and legacy business models.

Topics discussed:

• How AI could compress business creation from years into months

• Why the U.S.–China geopolitical battle for chips, energy and AI dominance may define the next decade

• Whether legacy SaaS, consulting and private equity models are more vulnerable than markets realise

• Why Australia’s productivity, energy ...