New year. New market risks. New opportunities most people aren’t even looking at yet.
In this episode, we bring together three seasoned investors with completely different strategies to break down how they’re thinking about 2026 - from AI hype to undervalued markets and everything in between.
But here’s the twist:
They don’t agree. And that’s exactly why you need to hear this.
Inside this episode, you’ll hear:
- Why one investor is quietly preparing for a possible AI reality check
- Where another sees undervalued opportunities outside the U.S. that most people are ignoring
- How a dividend investor is building steady monthly income while others chase growth
- The big mistake many investors made in past crashes and how to be ready next time
- What “waiting for fat pitches” actually looks like in real life
- Whether 2026 is a year to be aggressive… or patient
Meet our guest voices in this episode:
- Dawn (SG Budget Babe) - Undervalued growth investor focused on buying strong companies at the right price
- Christopher Ng (Founder, Tree of Prosperity) - Dividend investor living off portfolio cash flow and focused on stability over hype
- ContraTurtle - Concentrated growth investor who only moves when pessimism is high and conviction is higher
Different styles. Different risk levels. Different outlooks.
Same goal: Making smarter decisions in an uncertain year.
If you’re wondering how to position your portfolio for 2026 — without blindly following the crowd — this is the conversation you don’t want to miss.
Tune in now and hear how real investors are thinking before the headlines catch up.
What We Discuss:
- 00:16 More money has been lost anticipating market crashes than from the crashes themselves
- 07:15 Do you really think there are opportunities every year?
- 10:41 What are your five current stock positions?
- 11:08 If your portfolio is so concentrated, what do you do with new cash each month?
- 11:58 Where do you park your cash while waiting for opportunities?
- 16:27 Why are you exploring SDR investments?
- 21:40 What’s your view on investors mixing multiple strategies into one portfolio?
- 27:14 How did you decide on your current investing strategy?
- 36:18 What assumptions or methodology support that projection?
- 43:04 How do you evaluate management quality from earnings calls and reports?
- 48:11 Why not just use a broadly diversified index strategy for peace of mind?
- 50:29 How are you positioning or adjusting your portfolio for 2026?
Episode Resources:
New episodes every Thursday
Share us your thoughts on this episode and let us know what do you want to hear next.
You can now be our community contributor and make a pitch to have your favourite personality be on our show.
Join our community group and drop us your insights on this topic.