Mad Money: 2025年11月14日(金)の放送の要点

2025年11月14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 says next week’s market hinges on Nvidia’s earnings report (https://www.cnbc.com/2025/11/14/cramer-says-nvidia-earnings-could-ignite-market-rally.html)

• Jim Cramer said next week’s market hinges on Nvidia CEO’s earnings.
• A strong Nvidia report Wednesday could ignite not a bounce but a rally, he said.
• Cramer says Fed commentary sets the stage for Nvidia’s impact.

Ticker: NVDA

(2)  [No Video Clip for non-Club members] Executive Interview: Shoppers at discount stores are looking for unique finds, not just price, says HundredX CEO Rob Pace (https://www.cnbc.com/video/2025/11/14/shoppers-at-discount-stores-are-looking-for-unique-finds-not-just-price-says-hundredx-ceo-rob-pace.html)

HundredX Founder and CEO Rob Pace joins ‘Mad Money’ host Jim Cramer to talk consumer trends, filling the economic data gap during he government shutdown, market trends, and more.

(3) [No Video Clip for non-Club members] Year of magical investing is over, we need to care about profitability, says Jim Cramer (https://www.cnbc.com/video/2025/11/14/year-of-magical-investing-is-over-we-need-to-care-about-profitability-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer talks Billion to One’s current stock performances and if it’s worth adding to your portfolio.

Ticker: BLLN

(4) [No Video Clip for non-Club members] Jim Cramer answers Investing Club member’s questions (https://www.cnbc.com/video/2025/11/14/jim-cramer-answers-investing-club-members-questions.html)

‘Mad Money’ host Jim Cramer answers Investing Club member’s questions.

• What’s the most efficient way to hedge against a rapid, steep drop in the market? –> You have to raise cash Big if you feel that way. I don’t like to do that. I am a big believer of compounding, letting things grow.
• When picking a stock, which metric do you consider as more important when looking at it relative to a competitor – Profit margins or PE vs growth rate? –> Look at the section How to Make Money in Any Market where I discuss the value of 3M, that’s from the PE multiple. The value of the M is how is the logic I use.
• I’d like to invest in stocks with good dividends. Would you please suggest your 3 top picks from the portfolio. –> I am more growth oriented, but to KMB, PG and KO. No recommend BMY anymore.
• Can you  tell me how you feel with Meta? –> META is where Alphabet was in a year ago.
• Is gold still a good hedge despite is run-up in the past 18 months? –> You buy it over time.
• I purchased ABNB two years ago. It’s been residing in purgatory since then. What are your recommendations? –> I say ABNB is dramatically undervalued.
• Should investors buy GEV on its pullback? –> Even though the trust does not like to violate basis, it’s time to buy some more.
• Has BRK-B lost its magic post Warren Buffet? –> Cut the position back.

(5) Lightning Round: Buy Energy Transfer, it’s the sweet spot we want to be in, says Jim Cramer (https://www.cnbc.com/video/2025/11/14/lightning-round-buy-energy-transfer-its-the-sweet-spot-we-want-to-be-in-says-jim-cramer.html)

‘Mad Money’ host Jim Cramer weighs in on stocks including: Sharkninja, Centrus Energy, Cerence, Carpenter Tech, Energy Transfer, and USA Rare Earth.

Stock & Ticker: Nextpower (NXT) [I would be a buyer], Sharkninja (SN) [No], Centrus Energy (LEU) [I cannot count this anymore], Cerence (CRNC) [enterprise software; i mm not touching], Carpenter Tech (CRS) [too late], Energy Transfer (ET) [buy buy buy], USA Rare Earth (USAR) [the year of magical investing is over and I cannot make any exception]

(6) [No Video Clip for non-Club members]   

Other Stocks Discussed (calls with audience): Deckers Outdoor (DECK), FedEx (FDX) [buy], UnitedHeathcare (UNH) [I am a buyer; my favorite is CVS], Novo Nordisk (NVO) [You got to let it come back then sell sell sell because there is only one king in that space that is LLY]

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）
• InternetArchive（1分毎のビデオ＆テキスト）

Disclaimer

****************************