S1E273: Mid-year reality check: the "ETF and chill" era is over

S1E273: Mid-year reality check: the "ETF and chill" era is over

From BT Money Hacks by The Business Times

June 14, 2026 · 16 min · Season 1 · Episode 273

About this episode

The episode discusses the changing landscape of investment strategies, focusing on the need for discipline and restructuring portfolios in light of current market conditions.

Your "ETF and chill" strategy just got a reality check. Halfway through 2026, the S&P 500 is no longer the only game in town — and the smartest investors are quietly restructuring. Chips, crypto, Singapore blue chips, UCITS ETFs — what's hype and what's genuinely worth owning? Oriano Lizza from CMC Markets and Ritesh Ganeriwal from Syfe cut through the noise. Less FOMO, more discipline. This is your mid-year portfolio wake-up call. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:11 Is it time to look beyond US stocks? 04:22 Hot sectors: smart bet or expensive FOMO? 07:57 What is driving the trading surge? 10:17 What a truly resilient portfolio looks like 13:19 Don’t make these mistakes in H2 --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Ritesh Ganeriwal, managing director and head of investment advisory at Syfe and Oriano Lizza, sales trader at CMC Markets Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times , SPH Media…

People in this episode

Host: Howie Lim

Guests: Ritesh Ganeriwal, Oriano Lizza

Topics covered

Keywords

Mentioned in this episode

Organizations: CMC Markets, Syfe, The Business Times, SPH Media

Products: UCITS ETFs

Places: Singapore

More episodes of BT Money Hacks

Explore listener stats, chart rankings, contacts and more on the BT Money Hacks podcast page.