Mad Money: 2021年4月5(月)の放送の要点

2021年4月5(月)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.  March jobs report gives the Fed room to keep interest rates low, Jim Cramer says (https://www.cnbc.com/2021/04/05/jim-cramer-march-jobs-report-gives-fed-cover-on-monetary-policy.html)

• Businesses hired 916,000 workers last month, according to data from the Bureau of Labor Statistics released Friday.
• However, the report also showed average hourly earnings declined by 4 cents in March.
• “This kind of labor report gives Fed Chairman Jay Powell the green light to keep holding rates low,” Cramer said.

Behind today’s rally:  (1) FAANG + MSFT, (2) Semiconductors, (3) Autos, (4) Travel

2. MarketAxess CEO reports record monthly trading volume in March (https://www.cnbc.com/video/2021/04/05/marketaxess-ceo-reports-record-monthly-trading-volume-in-march.html)

MarketAxess CEO Rick McVey gives insight into the electronic credit trading platform and what metric he will be keeping an eye on this year.

Ticker” MKTX

3. Executive Interview: Norwegian Cruise Line CEO on how the company’s cruise ships can safely set sail once again (https://www.cnbc.com/2021/04/05/norwegian-cruise-line-ceo-on-how-the-companys-cruise-ships-can-safely-set-sail-once-again.html)

• Earlier in the day, the company sent a proposal to the U.S. Centers for Disease Control and Prevention on how Norwegian Cruise ships could travel once again in July.
• “I challenge you to tell me of another venue anywhere that has this kind of iron-clad health and safety protocols in place … cruise ships will de facto become the safest place on earth,” Norwegian Cruise Line CEO Frank Del Rio said.

Ticker: NCLH

4. Executive Interview: Director Search CEO sees opportunity to diversify corporate boards  (https://www.cnbc.com/2021/04/05/director-search-ceo-sees-opportunity-to-diversify-corporate-boards.html)

• Director Search CEO Ken Taylor estimates about 45,000 executive searches will need to be completed over the coming years as the workforce ages.
• “There’s a lot that we should do in terms of broadening the issue of diversity and inclusion and it starts with equality and opportunity,” he said in a “Mad Money” interview to break homogeneity in corporate boards.

5. Cramer’s lightning round: Fastly has room to run to the upside (https://www.cnbc.com/2021/04/05/cramers-lightning-round-fastly-has-room-to-run-to-the-upside.html)

• Fastly: “I like it, but it’s caught up in the Zoom, Peloton, you know it’s caught up in the Zscaler. It’s regarded as a high-multiple stock, but I wouldn’t sell it here. I think this one has room to run to the upside. Maybe not all the way back, but certainly to the upside.”
• Taiwan Semiconductor: “Taiwan Semi’s got so many orders, don’t know what to do with it. I would buy it at these levels.”
• Retractable Technologies: “I think that this kind of stock right now is not going to be working and I would not be a buyer of Retractable.”
• Canoo: “Let’s have them on the show, but this group has become very, very tough … I have to just say right now there are other ways to make money that are easier.”
• Nio: “Nio’s got to come down. I mean, there’s just too much hot money in some of these. I recognize that [but] that doesn’t mean I don’t like the company.”
• Plug Power: “I’ve got to get them on … We’ve got to find out what the hell is going on.”

Ticker: FSLY, TSM, RVP, GOEV, NIO, PLUG

6. [No Video Clip] What’s crushing the home gamer

Other Stock Discussed (Call with Audiences): Other stocks: Spotify Tech （SPOT) [Cramer: I am a buyer]

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

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