2022年11月11日 12:57 AM #15872暮眞★潤 (Jun Kurema)キーマスター
2022年11月10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 a slowdown in the logistics industry suggests inflation could be coming down (https://www.cnbc.com/2022/11/10/jim-cramer-says-a-slowdown-in-the-logistics-industry-suggests-inflation-could-be-coming-down.html)
- CNBC’s Jim Cramer on Thursday said that a cool-off in the logistics industry suggests that inflation could finally be cooling off.
- “We caught a real break today with a much lower-than-expected consumer price index number, and a huge part of that came down to how much it costs to get goods to the consumer,” he said.
(2) Interview: Navy Sec. Del Toro says there will be ‘extremely high’ costs if China invades Taiwan (https://www.cnbc.com/video/2022/11/10/navy-sec-del-toro-says-there-will-be-extremely-high-costs-if-china-invades-taiwan.html)
Cramer spoke with Navy Secretary Carlos Del Toro on Thursday.
(3) Executive Interview: Goldman Sachs CEO says he expects a ‘reopening’ in capital markets next year (https://www.cnbc.com/2022/11/10/goldman-sachs-ceo-says-he-expects-a-reopening-in-capital-markets-next-year.html)
- Goldman Sachs CEO David Solomon said Thursday that he expects capital markets to recover in the upcoming months.
- “I think what we’re going through at the moment is a reset of valuation expectations,” he said in an interview with CNBC’s Jim Cramer.
(4) Executive Interview: Campbell Soup CEO on how the company navigated pandemic supply chain issues (https://www.cnbc.com/video/2022/11/10/campbell-soup-ceo-on-how-the-company-navigated-pandemic-supply-chain-issues.html)
Cramer spoke with Campbell Soup CEO Mark Clouse on Thursday.
Ticker: CPB [buying opportunity]
(5) Cramer’s lightning round: I no longer advocate that you should sell Activision Blizzard (https://www.cnbc.com/2022/11/10/cramers-lightning-round-i-no-longer-advocate-that-you-should-sell-activision-blizzard.html)
- Advanced Micro Devices Inc: “We’ve cut the position back for my Charitable Trust. … We’re happy and content to leave the rest and let it run up $8 today.”
- Medtronic PLC: “I can’t recommend it. … There are many better healthcare stocks out there.”
- Activision Blizzard Inc: “I actually think that Activision Blizzard on its own right, at this point, could be worth what it’s selling for. And therefore, I no longer advocate that you should sell it.”
Ticker: AMD, MDT, ATVI
(6) [No Video Clip] Jim Cramer gives his take on ‘crypto collapse contagion’ (https://www.cnbc.com/video/2022/11/10/jim-cramer-gives-his-take-on-crypto-collapse-contagion.html)
Cramer explained why he’s not too worried about the possibility of crypto’s collapse bleeding over to the broader market.
Other Stocks Discussed (calls with audience): Unity (U)
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