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2025年3月13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: The White House should change its messaging (https://www.cnbc.com/2025/03/13/white-house-messaging-jim-cramer.html)
- CNBC’s Jim Cramer lamented the negative sentiment surrounding the economy he thinks the White House is currently projecting.
- He pointed to developments he thinks are constructive, including strength in stocks of dollar store companies and Intel’s new CEO pick.
- “Every day, there is something to celebrate in the business world because the business world is fantastic,” he said. “We’d be in much better shape if the administration would highlight that. Believe me, the bad doesn’t need your help. It’ll get the word out all by itself.”
(2) [No Video Clip for non-Club members] Jim Cramer on how banks like Wells Fargo could be poised to profit in this market (https://www.cnbc.com/video/2025/03/13/jim-cramer-on-how-banks-like-wells-fargo-could-be-poised-to-profit-in-this-market.html)
‘Mad Money’ host Jim Cramer talks how banks could be in a position to profit.
Ticker: GS [held for charitable trust; still comfortable to own but will go lower], JPM, WFC [own for charitable trust]
(3) Jim Cramer names retail stocks to buy as the market pulls back (https://www.cnbc.com/2025/03/13/jim-cramer-names-retail-stocks-to-buy-as-the-market-pulls-back.html)
- CNBC’s Jim Cramer on Thursday highlighted two stocks in the retail space that he thinks investors have an opportunity to buy on the dip — Gap and Ralph Lauren — even as Wall Street worries broadly about the strength of the consumer.
- “As long as you don’t think the entire economy’s about to fall off a cliff, and there’s still some of us who feel that way, then some of these high-quality retailers are looking darned cheap at these levels,” he said. “Ralph Lauren and the Gap are my faves right now.”
Ticker: RL, GAP
(4) [No Video Clip for non-Club members] Executive Interview: Zeta Global CEO David Steinberg goes one-on-one with Jim Cramer (https://www.cnbc.com/video/2025/03/13/zeta-global-ceo-david-steinberg-goes-one-on-one-with-jim-cramer.html)
Zeta Global co-founder, chairman, and CEO David Steinberg joins ‘Mad Money’ host Jim Cramer to talk quarterly results, customer growth, and more.
Ticker: ZETA
(5) Cramer’s Lightning Round: Nano Nuclear Energy is a sell (https://www.cnbc.com/2025/03/13/cramers-lightning-round-nano-nuclear-energy-is-a-sell.html)
- Illumina: “Illumina is a challenged company, and I don’t really care for it.”
- Archer Aviation: “Keep looking but do not press the button.”
- Nano Nuclear Energy: “I think you should sell Nano Energy.”
- Steris: “I always liked Steris…I think it’s just a strong company, and I’d be a buyer of it.”
- Sixth Street Specialty Lending: “I don’t know what they really own, so therefore I can’t really opine on it.”
- Lam Research: “I like Lam very much…I would own the stock.”
- Arista Networks: “Arista has been an amazing stock for many years…I would buy it.”
Ticker: ILMIN, ACHR, NNE, STE, TSLX, LRCX, ANET
(6) [No Video Clip for non-Club members] Jim Cramer talks impact of Intel’s new CEO announcement (https://www.cnbc.com/video/2025/03/13/jim-cramer-talks-impact-of-intels-new-ceo-announcement.html)
‘Mad Money’ host Jim Cramer talks impact of Intel’s new CEO announcement.
Ticker: INTC
Other Stocks Discussed (calls with audience): Cleveland-Cliff (CLF) [They do a great job but I am worried about their balance sheet. You should own NUE, clear balance sheet], Brookfield Corporation (BN) [They are very well-run company. I am not concerned about them], Affirm (AFRM) [This is a very good company a little bit risky], New York Times (NYT) [Last quarter was fine but not strong enough. Wait another quarter and make determination], Casey’s General Stores (CASY) [they are funky, wait another quarter]
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）
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