In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, is joined by special guest Nik Devidas, CEO of Axelo and co-host of Do Landers podcast. They delve into improving business returns and protecting data and wealth through cybersecurity. Nik shares insights on how outsourcing can help businesses scale efficiently and protect against cyber threats. Learn about cyber resilience, the importance of continuous staff training, and how even small businesses can leverage outsourcing to enhance profitability. Tune in for valuable tips on optimizing your business operations and ensuring cybersecurity in today's digital landscape.

00:00 Introduction and Guest Welcome

01:32 Nik Devidas: Journey and Business Insights

04:51 Outsourcing for Business Efficiency

09:11 Automation and Software Solutions

17:00 Cybersecurity and Resilience

27:55 Conclusion and Contact Information

https://axelogroup.com/

**GENERAL ADVICE ONLY**

Join Rob Pizzichetta, founder of Mont Wealth, in this episode of Pizz-Spectives as he explores the structural shifts redefining the global investment landscape. With fiscal policy taking center stage, geopolitical fragmentation altering trade flows, and demographic changes creating new growth engines, Rob discusses the implications for inflation, bond yields, and sector leadership. He provides a detailed macroeconomic outlook for the US and Australia, shares asset class insights, and outlines strategic portfolio positioning to navigate the evolving market conditions. Learn why Mont Wealth is underweight on US large caps, shifting focus towards active management, global small caps, emerging markets like India, and private credit. Discover how their diversified approach aims to balance growth with resilience amidst uncertainty.

00:00 Introduction and Disclaimer

00:31 Shifting Investment Landscape

02:35 Macroeconomic Outlook

04:07 Asset Class Analysis

06:55 Strategic Portfolio Positioning

10:32 Focus on India

15:45 Private Credit Opportunities

19:37 Conclusion and Final Thoughts

montwealth.com.au

In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, sits down with Brett Craig from Aura Private Credit. They discuss Brett's journey in finance, the intricacies of the private credit market, and the impact of market changes such as the GFC and COVID-19 on lending strategies. Brett explains the unique opportunities in SME lending, the importance of asset-backed loans, and the gap filled by private lenders as banks pull back from SME financing. He also highlights the factors that contribute to the resilience and robust performance of Aura's funds during economic downturns. Stay tuned for insights on market trends, the role of securitization, and the dual objectives of Aura's investment strategy: capital protection and strong returns.

00:00 Introduction and Disclaimer

00:32 Brett Craig's Journey in Finance

04:55 Impact of Economic Downturns on Private Credit

10:26 Understanding the Private Credit Market

17:50 Quality Assurance in Lending

24:20 Current Economic Climate and Defensive Strategies

27:32 Investment Opportunities with Aura

28:32 Conclusion and Contact Information

www.montinvest.com