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.