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2023年3月13日(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) Regional banks are still vulnerable even with Fed on alert, Jim Cramer says (https://www.cnbc.com/2023/03/13/regional-banks-still-vulnerable-even-with-fed-on-alert-cramer-says.html)
- Regional banks are still vulnerable, but investors dodged a major bullet, CNBC’s Jim Cramer said.
- If there is one upside, Cramer said, it’s the possibility of slower or absent Federal Reserve rate hikes.
Ticker: SI SIVB, SBNY
(2) [No Video Clip for non-Club Member] Cramer says sudden collapse of SVB caught many by surprise, changed everything for this market (https://www.cnbc.com/video/2023/03/13/cramer-says-sudden-collapse-of-svb-caught-many-by-surprise-changed-everything-for-this-market.html)
Mad Money host Jim Cramer goes deep into the weeds to explain what happened last week with the collapse of SVB Financial, offers a mea culpa for recommending the stock, and discusses how it’s changed everything for the markets.
“SVB Financial: what led to the collapse
problems:
- Deposit base too concentrated
- Aggressively invested in gov’t bonds
↓
- VC depositors demand money back
- SVB forced to sell bonds at a loss
- SVB couldn’t raise capital
- FDIC seized bank & closed it”
(３) [No Video Clip for non-Club Member] Off-the-Chart: Cramer says technician Carley Garner believes the cure for high yields is, ultimately, high yields (https://www.cnbc.com/video/2023/03/13/cramer-says-technician-carley-garner-believes-the-cure-for-high-yields-is-ultimately-high-yields.html)
Mad Money host Jim Cramer analyzes the charts of technician Carley Garner, co-founder of DeCarley Trading and author of ‘Higher Probability Commodity Trading.’
(4) [No Video Clip for non-Club Member] Executive Interview: The value of a financial institution is in its deposit base, says Phil Green, CEO of Cullen/Frost Bankers (https://www.cnbc.com/video/2023/03/13/the-value-of-a-financial-institution-is-in-its-deposit-base-says-phil-green-ceo-of-cullenfrost-bankers.html)
Mad Money host Jim Cramer talks to Cullen/Frost Bankers CEO Phil Green about whether his bank could get caught up in the current regional banking panic.
Ticker: CFR
(5) Lightning Round: I think Tesla’s a great long-term situation (https://www.cnbc.com/video/2023/03/13/lightning-round-i-think-teslas-a-great-long-term-situation.html)
Mad Money host Jim Cramer weighs in on various stocks, including Tesla, Marvell Technology, SoundHound, Ford, Devon Energy and Ally Financial.
Ticker: Tesla (TSLA) [I like TSLA, long term situation], Marvel Technology (MRVL) [not right time right now, sold for charitable trust], Soundhound (SOUM) [fiscal year will be better, you should explored the number], Ford (F) [5% yield, 12, catching in on, Ford with Musk not there; not Ford or Musk], Devon Energy (DVN) [so low, it is ok, missed the quarter], Ally Financials (ALLY) [I don’t like any financial company]
(6) [No Video Clip for non-Club Member] This banking crisis could have been much worse (https://www.cnbc.com/video/2023/03/13/this-banking-crisis-could-have-been-much-worse.html)
Mad Money host Jim Cramer looks back at last Friday’s events, when the government took control of Silicon Valley Bank and discusses how the collapse was handled by regulators.
” Cramer: I cheer the decision to act, because it could save thousands of community & regional banks”
Other Stocks Discussed (calls with audience): Bitcoin [manipulated, once believer but not here not now], NY Comm Bancorp (NYCB ) [be careful, worry about capital situation, principle could go down]
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）
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