#52 Jason Coggins | The AI & Energy War, Semiconductors, Private Credit & Geopolitical Shifts

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 grid and policy settings are becoming structural economic problems • The key differences between Australian and U.S. private credit markets — and where the real risks sit • Why semiconductors, data centres and energy infrastructure are becoming critical geopolitical assets • Whether markets can continue pushing higher despite inflation, war and geopolitical uncertainty • Why Asia, Taiwan, Korea, India and frontier markets may become increasingly important in global growthA wide-ranging discussion on macroeconomics, geopolitics, technology, investing and the long-term structural shifts shaping the global economy.🎧 Listen now and enjoy.