Mad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 5/13/25
May 13, 2025
Dana Wald, Co-chairman of Disney Entertainment, and Martin Hoffman, Co-CEO of On Holding, dive into the competitive world of streaming and footwear. Wald discusses Disney's winning strategies, including partnerships with YouTube and a surge in stock prices driven by iconic franchises. Hoffman shares On Holding's impressive growth through strategic collaborations and savvy marketing. Together, they explore the dynamic landscape of content creation and the challenges posed by rising natural gas prices, offering fresh insights into their respective industries.
44:25
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Quick takeaways
- The stock market's recovery post-tariffs showcases how investor repositioning and cooling inflation can drive positive momentum in key indices.
- Political decisions, particularly tariff policies, significantly impact market dynamics and corporate profitability, as seen with companies like NVIDIA and EQT.
Deep dives
Market Recovery Dynamics
The stock market has shown a remarkable recovery following significant downturns due to punitive tariffs. Just weeks after experiencing massive losses when new tariffs were introduced, the market rebounded as key indices, like the S&P and Nasdaq, experienced gains. A cooling inflation rate contributed to this turnaround, but analysts suggest that the recovery is primarily driven by hedge funds needing to reposition after betting against the market. The lack of natural sellers in a rallying market creates a challenging situation for those caught on the wrong side of trades.
