Frances Newton Stacy, CIO, Tuttle Wealth Partners reveals the AI bottleneck behind memory and DRAM shortages, and why she says investors should skip stock picking for ETFs.
00:00:00 Intro
00:01:17 Market Volatility and Stock Impact
00:02:46 Stocks vs. Bonds: Where to Invest Now
00:04:23 How to Navigate the AI Bottleneck Trade
00:06:08 Finding Value in Asset-Heavy Companies
00:07:29 Risk Management for the Second Half
00:09:31 Rapid Fire: This or That
Recorded: July 1, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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