Mad Money: 2024年1月12日(金)の放送の要点

2024年1月12日(金)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) Cramer’s week ahead: Keep an eye on banks’ earnings reports (https://www.cnbc.com/2024/01/12/cramers-week-ahead-keep-an-eye-on-banks-earnings-reports.html)

• CNBC’s Jim Cramer on Friday guided investors through next week’s market action, telling them to pay attention to several major financial institutions as they report earnings.
• He also highlighted a number of other companies reporting next week, including Kinder Morgan and First Horizon.

(2) Executive Interview: Kansas City Chiefs CEO: Team’s female audience has grown ‘leaps and bounds’ after Taylor Swift’s romance with Travis Kelce (https://www.cnbc.com/2024/01/12/kansas-city-chiefs-ceo-credits-taylor-swift-and-travis-kelce-for-female-audience-growth.html)

• In a Friday interview with CNBC’s Jim Cramer, Kansas City Chiefs owner and CEO Clark Hunt said his team’s female audience has increased significantly since player Travis Kelce began dating Taylor Swift.
• Swift, who dominated the cultural landscape last year after the blockbuster success of her “Eras Tour,” made headlines after she was spotted at several Chiefs games.

(3) Jim Cramer compares NFL playoff teams to stock picks (https://www.cnbc.com/2024/01/12/jim-cramer-compares-nfl-playoffs-teams-to-stock-picks.html)

• CNBC’s Jim Cramer told investors which stocks remind him of the NFL’s 14 playoff teams.
• He compared the Kansas City Chiefs to semiconductor giant Nvidia and the Miami Dolphins to electric vehicle maker Tesla.

Cramer’s Playoff Portfolio:

• Nvidia (Kansas City Chiefs) vs Tesla (Miami Dolphins)
• Berkshire Hathaway (Cleveland Brown) vs Take Two Interactives (Houston Texan)
• U.S. Steel (Pittsburgh Steelers) vs Meta Platforms (Buffalo Bills)
• Disney (Green Bay Packers) vs Amazon (Dallas Cowboys)
• Netflix (Los Angels Lams) vs Uber (Detroit Lions)
• Johnson & Jonson (Eagles) vs Intel (Tampa Bay Buccaneers)
• Apple (San Francisco 49ers) vs Microsoft (Baltimore Ravens)

(4) [No Video Clip for non-Club Member] Expert Interview: FNIA Analysts Rodney Harrison and Tony Dungy sit down with Jim Cramer (https://www.cnbc.com/video/2024/01/12/fnia-analysts-rodney-harrison-and-tony-dungy-sit-down-with-jim-cramer.html)

‘Mad Money’ host Jim Cramer kicks off a special NFL Playoff edition of Mad Money from Arrowhead Stadium, home of the Kansas City Chiefs.

(5) Cramer’s Lightning Round: No to Altria (https://www.cnbc.com/2024/01/12/cramers-lightning-round-no-to-altria.html)

• Alibaba: “I say no to China.”
• Altria: “Life’s too short to recommend a tobacco stock.”
• Affirm: “I think that it’s a sucker’s game to try to short this stock, because it is just too loved, and Max Levchin is too smart.”
• Confluent: “The company’s not making any money, and that last quarter was miserable. They’re in the penalty box. We have to wait two quarters before we see whether that’s a buy or not.”

Ticker: BABA, MO, AFRM, CFLT

(6) [No Video Clip for non-Club Member]  High volumes in bitcoin could mean a sell-off is ahead, says Jim Cramer (https://www.cnbc.com/video/2024/01/12/high-volumes-in-bitcoin-could-mean-a-sell-off-is-ahead-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer hits the charts to dig into bitcoin as the cryptocurrency rallied this week.

Bitcoin [time to sell]

Other Stocks Discussed (Calls with Audiences): American Express (AXP) [wait to hear from CEO], Campbell Soup (CPB), AMD (AMD) [Not a reason to sell],

参考: この日の放送に関するその他のサイトへのリンク 

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

Disclaimer

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