Mad Money: 2023年5月4日(木)の放送の要点

2023年5月4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 lays out how to play the impending debt ceiling crisis (https://www.cnbc.com/2023/05/04/jim-cramer-lays-out-how-to-play-the-impending-debt-ceiling-crisis.html)

• Turmoil in bank stocks may feel like a looming “train wreck” for Wall Street, but as long as the debt ceiling crisis is resolved it won’t destroy the market, Jim Cramer said.
• “If we do rally short-term, I recommend taking some profits and then steeling yourself for the debt ceiling fiasco,” Cramer said.

What can keep the train on track: – The market’s four hurdles

• Yesterday’s FED meeting
• Apple earnings
• Tomorrow’s nonfarm payroll report
• The debt ceiling

“Bottom Line: Once we jump the debt ceiling hurdle, I’m feeling more optimistic … We just need to make it through, so keep some cash on the sidelines.”

(2) [No Video Clip for non-Club Member] Executive Interview: Shopify CEO Harley Finkelstein goes one-on-one with Jim Cramer after announcing massive layoff (https://www.cnbc.com/video/2023/05/04/shopify-ceo-harley-finkelstein-goes-one-on-one-with-jim-cramer-after-announcing-massive-layoff.html)

Shopify CEO Harley Finkelstein joins ‘Mad Money’ host Jim Cramer after announcing Shopify will layoff 20% of its staff and spin off its logistics business to Flexport.

Ticker: SHOP

(3) [No Video Clip for non-Club Member] Executive Interview: Kellogg CEO Steve Cahillane joins Jim Cramer fresh off of quarterly earnings beat (https://www.cnbc.com/video/2023/05/04/kellogg-ceo-steve-cahillane-joins-jim-cramer-fresh-off-of-quarterly-earnings-beat.html)

Kellogg CEO Steve Cahillane joins ‘Mad Money’ host Jim Cramer to discuss the companies quarterly earnings results, growth opportunities, and inflation’s impact on sales and prices.

Ticker: K

(4) [No Video Clip for non-Club Member] Executive Interview: Cummins CEO Jennifer Rumsey sits down with Jim Cramer to talk clean energy efforts (https://www.cnbc.com/video/2023/05/04/cummins-ceo-jennifer-rumsey-sits-down-with-jim-cramer-to-talk-clean-energy-efforts.html)

Cummins CEO joins ‘Mad Money’ host Jim Cramer to talk zero-emission efforts, quarterly earnings, and its acquisition of Meritor

Ticker: CMI

(5) Lightning Round: Higher interest rates could be bad news for Affirm (https://www.cnbc.com/video/2023/05/04/lightning-round-higher-interest-rates-could-be-bad-news-for-affirm.html)

‘Mad Money’ host Jim Cramer weighs in on stocks including: ImmunoGen, Affirm, Luminar Technologies, Ermenegildo Zegna, and Avalonbay Communities.

Ticker: IMGN [They’ve always had some good people, anti-cancer, and looks like they’ve come up with something. if it’s real the stock will up another 4 or 5 points], AFRM [I am on the fence with AFRM], LAZR [not recommend any stock that losing money], ZGN [under valued, the stock will go higher], AVB [The product is in a great shortage. buy buy buy]

(6) [No Video Clip for non-Club Member] Executive Interview: Martin Marietta CEO Ward Nye sits down with Jim Cramer after a solid earnings beat (https://www.cnbc.com/video/2023/05/04/martin-marietta-ceo-ward-nye-sits-down-with-jim-cramer-after-a-solid-earnings-beat.html)

Martin Marietta CEO Ward Nye joins ‘Mad Money’ host Jim Cramer to discuss the company’s massive earnings beat, its government partnerships, and more.

Ticker: MLM

Other Stocks Discussed (calls with audience): Bank of America (BAC) [the level of confidence in banks has been undermined by everybody]

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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