HeyJaredThe Rate Of Change
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.
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- Aug 24, 2026
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#54 James Rodda | Where to Find Value in the Bottleneck Businesses Enabling the AI, Energy & Tech Boom (opens the original)
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In this episode of The Rate of Change , Murdoch Gatti sits down with James Rodda, Lead Portfolio Manager at Antipodes Partners , to unpack the firm’s Global SMID strategy and how it is finding opportunities across small and mid-cap companies around the world. The conversation moves from Antipodes’ pragmatic value approach into some of the more interesting bottlenecks emerging beneath the AI boom — memory, power, data-centre infrastructure, behind-the-meter power, and the enormous capital and tim
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