Nov 5, 2025 · 44 min
Cramer weighs selloff fears against earnings, consumers and farm recovery
Mad Money w/ Jim Cramer 11/4/25
The episode tests whether falling stocks reflect deteriorating businesses or inflated expectations, while examining consumer strength and cyclical opportunities.
- 1Strong companies can fall sharply when investor expectations and valuations outrun earnings performance.
- 2Simon Property Group’s results offer a test of consumer resilience through mall traffic, rents and tenant health.
- 3Agricultural weakness may create an equipment-demand recovery as farm income, labor shortages and automation reshape the cycle.
Don't miss
The Uber discussion crystallizes the episode’s central tension: a strong business and quarter can still produce a falling stock when expectations run too high.
The brief
Jim Cramer frames the market decline as an expectations problem, arguing that stocks such as Palantir and Uber can retreat after powerful runs even when the underlying businesses remain strong.
Uber becomes the clearest case study: a strong quarter was not enough to satisfy investors after substantial gains, showing how valuation can overwhelm operating performance.
Simon Property Group provides a consumer check through mall traffic, rents and tenant performance, while real estate questions raise broader concerns about oversold sectors and difficult valuations.
An interview with Deere-related executive Eric Hansotia turns to the agricultural downturn, where labor shortages and automation could support equipment demand when farm economics recover.
The closing stock opinions favor Eli Lilly, reject Zoom without a catalyst and remain wary of oil stocks, before returning to bubbles and earnings-season positioning.
What was said on this episode
19 statements · 10 positive · 7 negative · 1 mixed · 1 neutral
Speculative stocks are the most perilous stocks to own.
“These are the stocks that are most perilous to own.”
Listen at 3:15
Aerospace is an exceptionally robust industry.
“You're not going to get a more robust industry than aerospace”
Listen at 3:31
Palantir’s stock needs to cool off while the company grows into its market capitalization.
“The stock just needs to cool off in order to grow into its market capitalization.”
Listen at 6:57
Investors should not accept the bearish case against Uber.
“Don't believe the Uber bears”
Listen at 8:08
Investors should wait before starting a Procter & Gamble position.
“I do think that if I wanted to start a position, I would wait.”
Listen at 9:02
Cramer would begin buying Procter & Gamble at a 3% yield in staggered purchases.
“If it got to 3% yield and I went to my 100 shares, I'd buy my first 25”
Listen at 9:06
Investors should add to their Waste Management position.
“I think you should.”
Listen at 10:06
Robo-taxis will not ultimately matter to Uber.
“Robo taxis could be an issue, but I've never believed it will ultimately matter.”
Listen at 14:46
Investors should buy Uber after its pullback.
“I'd be a buyer into weakness after today's pullback and tomorrow's uncertainty.”
Listen at 18:08
Investors should prefer Simon Property Group over retailers.
“Forget the retailers. And park your money in the best landlord in the business, Simon Property Group.”
Listen at 24:54
The unnamed monthly-dividend real estate stock presents an opportunity.
“I think this is an opportunity.”
Listen at 26:14
The U.S.-China soybean deal benefits farm-equipment companies such as Agco.
“it's a win for the companies that make farm equipment like Ico.”
Listen at 28:26
Viking Therapeutics would likely receive a takeover bid.
“I think that Viking would have gotten a bid if it didn't get it yet.”
Listen at 36:24
Investors should buy Eli Lilly shares.
“you should buy your own Eli Lilly.”
Listen at 36:33
Cramer will not personally recommend Altria despite its strong historical returns.
“I won't recommend it personally, but I can't fight it.”
Listen at 37:41
Cramer declines to recommend Zoom because it lacks a catalyst.
“I just lack a catalyst about why to recommend it. So therefore, I'm going to take the pass.”
Listen at 38:13
Oil stocks will decline, so investors should avoid them.
“I think they're all going lower. I do not want to touch them.”
Listen at 38:46
Many high-quality companies are historically cheap and becoming cheaper.
“High quality companies. Real companies that are historically cheap and getting cheaper.”
Listen at 40:05
Starbucks is likely headed toward a $75 share price.
“I don't want to touch it till it hits 75. But unfortunately, I think that's where it's headed.”
Listen at 42:52
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
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