Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer 10/21/25

Oct 21, 2025
Andrew Ross Sorkin, a renowned journalist and co-anchor of Squawk Box, joins to discuss his new book about the 1929 market crash. He draws fascinating parallels between then and now, emphasizing valuable lessons on market resilience and policy responses. The conversation transitions to today's economic indicators, which signal strength beyond just AI stocks. Listeners also get insights into buying strategies for companies like Eli Lilly and Micron, while debating systemic issues in banking. It's a compelling blend of history and current market analysis!
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INSIGHT

Market Concentration Masks Real Economy Strength

  • The market feels dominated by a few mega-cap AI/data-center names, which repels many investors.
  • Jim Cramer argues a stronger 'real economy' across industries can broaden market leadership and calm concentration risks.
ANECDOTE

Earnings From Industrial Names Tell A Story

  • Cramer recounts strong quarters from RTX, 3M, GE Aerospace, GM, Danaher, and Coca-Cola as evidence of a healthy real economy.
  • He views these diversified wins as proof the market rally isn't solely AI-driven.
ANECDOTE

Viking's Destination-Focused Cruise Strategy

  • Tor Hagen described Viking's 100th ship milestone and the company's focus on adult, culturally rich travel experiences.
  • He explained Viking's egalitarian service model and rapid ocean-business growth with 45 ships on order.
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