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The Rate Of ChangeAuthor: Murdoch Gatti
The Rate of Change is a podcast designed to help you in the pursuit of building long term wealth, through the insights of some of the brightest minds in asset management.Your host Murdoch Gatti is an advisor at York Wealth Management. We work with High Net Worth individuals, institutions & family offices to help grow & protect their wealth.If you like what you hear and wish to learn more about the York Wealth community, please visit us at www.yorkwealth.com.auDisclaimer: The Rate of Change podcast is presented by its speakers. The views and opinions expressed in this podcast are those of the speakers in their personal capacity and do not represent the views of York Wealth Management Pty Ltd, its shareholders, directors, or any other third party.Any discussion of financial products, investments, credit, or property opportunities in this podcast is provided strictly for general information and discussion purposes only. Nothing in this podcast constitutes general advice, personal advice, financial product advice, credit advice, or a recommendation. Before making any financial or investment decisions, you should seek advice from a licensed professional who will consider your objectives, financial situation, and needs.Australian listeners can obtain further information about choosing a financial adviser by visiting www.moneysmart.gov.au.For clarity, The Rate of Change podcast is a business owned and operated by Murdoch Venture Capital Pty Ltd. Any client, relationship, or referral that arises through The Rate of Change in connection with services outside the scope of financial services requiring an Australian Financial Services Licence including, without limitation, private credit, property development, or other non-AFSL activities shall remain the sole property of The Rate of Change. Where listeners wish to obtain advice in relation to their investments or other matters that fall within the scope of financial services requiring an AFSL, The Rate of Change may re Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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#47 Jason Coggins | AI Arms Race, SaaS Disruption, Private Credit & Global Macro Insights
Episode 47
Sunday, 16 November, 2025
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, Elliston 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 disruption than previously understood?Why might seed-stage technology investing offer the cleanest expression of AI-driven upside, compared with later-stage deals?Could the U.S. CapEx boom — driven by data centres, AI infrastructure and geopolitical competition — create the conditions for a market melt-up despite elevated valuations?What structural challenges does Australia face around productivity, government spending, energy reliability, and housing supply?And which regions — including Asia, India and select frontier markets — may play a larger role in driving global growth over the next decade?This episode brings together forward-looking ideas and frameworks relevant to high-net-worth investors, private credit specialists, family offices, and anyone navigating one of the most dynamic investment landscapes in decades.If you want to understand the trends driving the rate of change across markets, technology and global macro — please have a listen and enjoy!You can reach me at mgatti@ywm.com.au and www.yorkwealth.com.au
