Has the first half of 2026 quietly rewritten the investing playbook?
Markets have climbed despite geopolitical tensions, sticky interest rates and lofty valuations - but is the rally becoming broader and more durable?
Hosted by Michelle Martin, this investor debate brings together Arun Pai, Partner of Monk's Hill Ventures and Alvin Chow, Co-founder of Dr Wealth to challenge conventional wisdom on where opportunities - and risks - lie for the rest of the year.
From sectors to avoid to markets worth buying, the duo shares their highest-conviction ideas in a rapid-fire showdown.
If you're wondering whether your portfolio is still positioned for what's next, this episode offers fresh perspectives to help shape your second-half strategy.

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