Mad Money: 2023年2月23日(木)の放送の要点

2023年2月23日(木)放送のCNBC「Mad Money w/ Jim Cramer」のサマリーです。ビデオクリップ＆トランスクリプト（英文）が掲載されているCNBCサイトへのリンクも併記しています。

(1) Jim Cramer says market volatility reflects back-and-forth public sentiment (https://www.cnbc.com/2023/02/23/cramer-says-market-volatility-reflects-back-and-forth-public-sentiment.html)

• CNBC’s Jim Cramer on Thursday explained why the market has been swinging up and down on hope and fear.
• Cramer felt optimistic about the state of the economy after visiting a new Chase branch in an underserved neighborhood in Philadelphia with JPMorgan CEO Jamie Dimon.

(1)’ Cramer says it might be smart to do some selling and raise cash (https://www.cnbc.com/video/2023/02/23/cramer-says-it-might-be-smart-to-do-some-selling-and-raise-cash.html)

Mad Money host Jim Cramer talks about today’s market activity, his interview with JPMorgan’s Jamie Dimon and how Nividia built such a huge lead over its competitors.

(2) [No Video Clip] Executive Interview: We had a 40% increase in our commodity costs in 2022, but we see some easing: Papa John’s CEO (https://www.cnbc.com/video/2023/02/23/we-had-a-40percent-increase-in-our-commodity-costs-in-2022-but-we-see-some-easing-papa-johns-ceo.html)

Mad Money host Jim Cramer interviews Rob Lynch, CEO of Papa John’s, after the company announced earnings this morning. Lynch says 2022 was the toughest year of his career.

Ticker: PZZA

(3) [No Video Clip] Executive Interview: Cramer looks at a textbook slowdown stock, PG&E (https://www.cnbc.com/video/2023/02/23/cramer-looks-at-a-textbook-slowdown-stock-pge.html)

Mad Money host Jim Cramer talks to PG&E CEO Patti Poppe about today’s earnings announcement and how the company plans to mitigate fire risk in California.

Ticker: PCG

(4) [No Video Clip] Executive Interview: We’re gonna open branches, the Fed makes no difference, says JPMorgan’s Jamie Dimon (https://www.cnbc.com/video/2023/02/23/were-gonna-open-branches-the-fed-makes-no-difference-says-jpmorgans-jamie-dimon.html)

Mad Money host Jim Cramer sits down with JPMorgan CEO Jamie Dimon to discuss his big bet in Philadelphia, the Fed, the economy and his outlook for 2023.

Ticker: JPM

(5) Lightning Round: If Paramount Global comes down, buy, buy, buy (https://www.cnbc.com/video/2023/02/23/lightning-round-if-paramount-global-comes-down-buy-buy-buy.html)

Mad Money host Jim Cramer takes calls on all manner of stocks, including CoreCivic, Paramount Global and Booking.com.

(6) [No Video Clip] Cramer weighs in on the ‘stickiness’ of inflation and why one chartist is still bullish (https://www.cnbc.com/video/2023/02/23/cramer-weighs-in-on-the-stickiness-of-inflation-and-why-one-chartist-is-still-bullish.html)

Mad Money host Jim Cramer looks at the path of inflation with the help of chartist Larry Williams, who’s still bullish.

Other Stocks Discussed (calls with audience): Constellation Brands (STZ) [Charitable Trust owns it. It is a cash flow story. I am in it for a long haul], Devon Energy (DVN) [I was disappointed with Devon]

参考: この日の放送に関するその他のサイトへのリンク 

• Google Podcast (音声）
• Internet Archive（1分毎のビデオ＆テキスト）

Disclaimer

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