A.I. needs power & Aus energy markets aren't ready - Jason Coggins

Jason Coggins joins Murdoch Gatti to unpack one of the biggest investment themes emerging globally:

A.I. needs power.

And right now, the world is scrambling to secure the energy, semiconductors, infrastructure and resources required to support the next phase of technological growth.

In this episode of The Rate of Change, they explore how the global race between the U.S. and China is reshaping markets, capital flows and geopolitical strategy — from semiconductors and data centres through to energy security, private credit and Australia’s productivity challenges.

The discussion also dives into the structural pressures building beneath markets:
inflation, government spending, energy policy, private credit risk, currency movements and whether Australia is properly positioned for the next economic cycle.

Topics discussed include:

• Why A.I. infrastructure may become one of the largest capital allocation stories of the next decade
• The geopolitical battle for chips, energy and strategic resources
• Whether Australia’s energy grid, productivity and policy settings are becoming long-term structural problems
• The key differences between Australian and U.S. private credit markets
• Why semiconductors, data centres and power generation are becoming strategic assets
• The outlook for currencies, inflation and global capital flows
• Why Asia, Taiwan, Korea and frontier markets may play an increasingly important role in future growth
• Whether markets can continue higher despite war, inflation and geopolitical uncertainty

A wide-ranging conversation on macroeconomics, investing, geopolitics and the structural shifts reshaping the global economy.

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