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

The Rate Of Change by Murdoch Gatti

Episode notes

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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Keywords
investinginterest ratesinflationfinancial planningprivate creditproperty investingasset allocationwealth creationAI disruptionAI macro trends
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