lottery tonight? >> absolutely not. >> i'll be locked in, sister. >> good for you. >> constellation brands. i'll have a drink during it, as well. >> i'm sure. see you back here tomorrow at 5:00 and "ma . my mission is simple to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere. i promise to help you find it. "mad money" starts now ♪ hey, i'm cramer. welcome into "mad money. welcome to cramerica coming to you from san francisco. at the epicenter of innovation this is invest in america, defining the future.

you want to make friends, just trying to make you some money. my job is not just to entertain you but to educate and teach you and put it in context so call me at 800-743-cnbc or tweet me @ jim cramer did we just freak out over nothing. is that the lesson of today's run. dow and nasdaq up 1.14% and s&p. no and no. i've heard people going full edwin star on us, arguing trade war, what is it good for absolutely nothing but the truth is that money managers have a hard time figuring out which companies will be hurt by the tariffs and that is why we rallied today let me explain first let me get this out of the way. there is no doubt that the tariffs will do damage to our economy, at least at first so far the pain is limited much more limited than the experts predicted. sure our farmers are getting hurt but we always bury out the

agriculture sal in this country because senators represent farmland and trump said he will subsidized farmers and even if they need more and china doesn't understand the dynamic they could slap tariffs on produce and farmers will pay for the losses the china communist party isn't living up to the reputation for brilliance right now they're going after american tequila and not a prime export i own a mexican bar. i told them to find me tequila made in the good usa we're still working. having trouble finding them. the real worry isn't what china could do to us, it is what we could do to china. i don't think the chinese communist party what will happen to them when trump slaps a 25% on the other $300 billion to the exports and right now they are propped up by borrow and spend stimulus measures but if this is a trade war of attrition, that

could collapse that is something worth worrying about. and while we want to win, we don't want china to collapse it is the second largest economy on the earth and important engine of growth for the rest of the world. that is why we spent all day yesterday hearing about this new tariff act and the coming global depression caused by trump trade war. today not so much. today we rethought the whole magilla and decided that maybe -- maybe they should only punish those companies that are actually in the cross-hairs. we embrace logic and proportion which in true jefferson airplane mode had full on sloppy dead the day before for example, today we recognize that the cloud king companies that do virtually no business in china, they'll be just fine. so adobe, which we'll hear from later, on last night's service, sales force and newly crowned cloud king twilio won't even get dinged

but big in china but the company can't make that much money there because of piracy. speaking of the devil. these stocks all roared. now most traders aren't clueless on a big down day the companies that are going to be hurt the most -- see their stocks get trashed the most on the flip side, big up day like today, in the blast radius, they go up a little bit less just not big movers today. ralph lauren reported a terrific quarter but the ceo honest that he is sourced sweaters and footwear from china and that sent the stock tumbling. and macy's reports tomorrow and it couldn't get traction and walmart barely budged. and then there is apple. apple. while the stock bounced you have to recognize that some american companies have spent years breaking into the chinese market and apple is one of them they do a lot of manufacturing in china and they sell a lot of phones in china but also a huge job creator here in the united states their platform supports 2

million developers in this country and they spent $60 billion a year up 10% from last year supporting 450,000 jobs if apple is caught in the cross-hairs, it is bad for us and it is also bad for china in a way, they're too big to be targeted i think president xi and trump has have neutral territory they do exist. i'm betting nike and starbucks will be okay because they work closely with the chinese government and their brands are popular and they employee in china. and starbucks just celebrated the 20th anniversary in china and they build in china for china. they know the talk and they know the walk and they play the long game. all the 3800 stores were designed with local chls artisans and contractors and they seem to have been immunized but apple can't buy immunization to save its life anything they ship could have

the trump tariffs or boycott it is a tough and i think very undeserving spot to spend a couple of million chinese design apps for the app store and the hardware build-outs there are other thousands of people. i want to be careful to point out the selloff may not be over. yesterday was a nice spring board but it does seem like there is a lull in the trade war after the latest round of escalation, the problem president trump is so determined to get everyone to move the manufacturing out of china it has become a foot race that not everybody can win. companies too linked to the prc, we see stocks get hammered on the next down day. the good news though is the tip on day three of a sellout you only get a spattering of brave souls at the end of the session to do some buying. today wasn't like that and we have a genuine rally and that is a bullish rally. and even boeing and caterpillar

were sold and they could go up but i worry, boeing has the 737 max headline and caterpillar could get slammed if there is a bad report on friday but get this, uber stock rebounded 7.7% i don't know what to say about that you know i'm very aware of the ipos but if people are willing to pay $10 for an overvalued stock like beyond meat, i believe they don't have the discerning palette the main takeaway is simple. because there are so many etfs that link stocks or tangentially so because so many companies with stocks that shouldn't have been hit in the first place mixed together with stocks that deserve to go down, you get this bizarre mosh pit where stocks don't get separated on one session or even two sessions it is too difficult. the whole mob trades together. but on day three, today,

wonders. we separate the week from the chafe and the severals forget why they sold and the buyers remember why they like stocks in the first place. >> buy buy buy. >> can we keep climbing? we have a gauntlet of retailers reporting this week and they could be like ralph lauren a lot of stuff sourced in kline. but at the end of the day the traders take the cue fr the -- the craziest things the bottom line with talk that the trades are off or retaliation from china that we haven't thought about that will hurt more than the three t's, tito's vodka and trout and american-made tequila they are gunning for than what you see today, it is what you get. hey, why don't we take calls let's go to ryan in illinois ryan >> caller: booyah, jim cramer. the salt on the stock, first time and long time, 27-year-old

dividend growth investor you're no stimulation. my electric vehicle play is alb able marl, the largest lithium producer trading near a 52-week low is this a wonderful company at a fair price or a falling knight. >> thank you for the kind words but you have that chemical down there in chile and they are pumping it out and we cannot compete when you have someone in chile spending, let's say fortunes, getting stuff out of the ground so i take a pass but i like the fact that 27-year-old interested in playing first time long time. how about phil in new york phil >> caller: booyah, dr. cramer. >> thank you i always needed that degree. go ahead. >> caller: with the trade war in china and the single pay the democrats are aiming for, do you think unh is a good stock to invest right in right now with all of the uncertainty in the market or do you think i should wait to see it come down before

i start pulling the trigger on unh. >> phil, i tell you, this is the most headline-risk orients stock in the dow even more than boeing it is a mistake and i bless it but if you could get it to $32, then i'll say okay why don't we go to tom in new jersey tom? >> caller: hey, jim, how are you doing tonight? >> i'm feeling good. >> caller: shopify is an e-commerce platform that just signed contract with the canadian government for distribution of recreational marijuana. once the united states eases the federal restrictions, what do you think about shopify moving into that $50 billion market place? >> there are many reasons to own shopify and that is one of them. i understand because canopy had to buy acreage i get that but the main reason you buy it is they empower millions and that is what it is about they've got all of the business people doing so well and what a story of democracy that is

that is why you own shopify. the wonders to behold. unless something crazy happens what you saw today is what you're going to get. we have the trout and hurt the titos and american tequila, is there anything better? tonight adobe tumbled with the rest of the tank yesterday but what the heck does the stock have to do with tariffs? i'm asking the ceo about that. and it moved lower and after the knock down drag-out session yesterday, i'm opening up the phone lines for you cramerica and a company competing with apple and google and how does it hold its own against the tech titans. throw in facebook while you're at it. i'm talking with the ceo of trade desk, so stay with cramer. >> announcer: don't miss a second of "mad money." tweet cramer at #madtweets and

send an email to "mad money" at cnbc.com or give us a call at 800-743-cnbc miss something head to madmoney@cnbc.com. alright boys, time for bed.

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we're out here in silicon valley and we couldn't have picked a better time hallmark annihilated on china worries and bouncing back today. this is the moment when you think about picking up high-quality, secular-growth companies and especially in the tech sector, like cloud kings with no exposure to the prc. we came to check on the cloud but after the past week and a half i think the stocks belong on your shopping list. adobe rebounding up 1.5% and this cloud based purveyor of

digital media and marketing software is essential for businesses that want to sell merchandise online and that is why the stock is up nearly 350% over the past five years and with adobe down almost $20 from the recent highs, call me enticed but don't take it from me today we got a chance to speak to sean ryan, the bankable chairman and president of ceo of my favorite, adobe take a look. >> during the time we've known each other i've seen your company go to great heights. can you do digital commerce without intersectioning with adobe. it is impossible without you. >> it is great to be back on your show. >> thank you. >> and when we talk about helping businesses transform, we do every aspect of it. helping them create that experience, helping them understand how to attract customers. but you're absolutely right, that last mile of transacting with customers is so critical. >> you've been a missionary and you taught us a lot. i think some of what you taught us is because of things you've

done yourself at your company. >> well, as you know, adobe was a company that actually innovated tremendously but we had a two-tier distribution channel and when we moved to the cloud we recognized that every other company would go through what we did, namely how do you engage with your customers and how do you understand how to acquire them and how they use your software. and i think sharing our learning with other people gives us incredible credibility in the enterprise and we learn from the customers. >> i know that you engage with everybody because you've been saying you have a realtime view of customers and harness insights to deliver engaging digital experiences. so you're cooperative with everybody. it is not just giving them something. you're working with them after they get it. >> i think in enterprise software, the third generation which is all about customer experience management, i think it is the companies who recognize that you have to partner with an entire eco-system to create this

realtime customer profile. that is absolutely so critical that is why our partnerships, whether they be with service now or microsoft or the other cloud kings as you might call them. >> yes, i do. >> it is so critical in enabling our customers to completely transform themselves. >> in the time since i've seen you last, this serve us now relationship john don a friend of the show has blossomed and giving you -- eco-system is overused word but you do have something going before service now. >> what we've been able to do is create this realtime customer profile and meme are really within an enterprise saying how do i create native applications and service is the leader in i.t. service management and what john has done is special so partnering with them to enable i.t. professionals within an enterprise to use adobe customer experience management with service and i.t. service management and that is a natural. >> it does fit together. one of the things that you and

your stock and service now down badly yesterday. i'm not laughing about this. the fact is your china exposure is quite minimal and if you go down because of that, that may be, let's say, misinformed. >> well we have two businesses we have the creative and the ebts prize business. our exposure to china in both of those are fairly minimal but if you look at what we've been able to accomplish in the long run and the two tail winds that we have, we continue to be really optimistic about adobe prospects. >> speak about the tailwinds because i want people to know what secular growth means. because you've got it. >> creativity. design and creativity have never been more important. we talked about everything has a screen >> right. >> so people are creating content, whether that is a car or retail experience or whether it is in a basketball stadium and adobe is the content provider to enable all of the screens to be delivered with

incredible content and so given design is more important and mobile devices are every single place, that is a tremendous tailwind and then secondly when people look at what is happening with amazon trying to get the businesses, the need to transform is front and center for every level executive and given adobe is through our own transformation and software, they want to hear from us and experience that same benefit that we have been able to see >> one of the companies that have screen is hulu. i know they're -- you have a trusted partnership and closer with disney i'm sure that is something they'll have to rely on some adobe to make that work. >> tim, we've talk about how video is explosive. >> just incredible. >> and what disney is doing both with their own service and with more control of hulu is really saying people are consuming more and more content digital so providing the analytics and the

digital rights management for that, the right ability for audience segment not just for disney, but for frankly all of the major media companies in the world. >> well let's talk about your reach. personal anecdote, my daughter is going to parsons. for her associates degree on business and fashion and said do you use adobe. >> she said, dad, it comes with the tuition. this is happening isn't it you talk about k through 12 and the whole country, it comes with the tuition. how did this happen that you're integrated into so many programs in schools around the world? >> well, everybody talks about stem and the importance of stem. adobe talks about the importance of steam and the world without ox would be a boring place so i think when we have this fundamental notion that everybody has a story to tell, we want whether it is a k

through 12 students or the largest software or enterprise to use adobe software so in education we have two great products we have spark that we want to allow students to access. >> the starter thing that is how people get started. >> that is right and then with the adobe stock business, the fact that we can enable them to not have that fear of the blank screen, but we have templates with which to create and in schools like parsons which is such say fantastic school ort rhode island school of design, we want every creator to have access. >> it is amazing how ingrained you are but big cbd companies. not one on one but the largest need to rely on you. >> the big cpg companies arie going through hundreds of millions of people using their products but they don't know who they are necessarily and so giving them that insight of how they create this

incredible customer dais -- data base and understand user packages and what the people want, if we could provide that insight to companies then all of the cpg companies could recognize that direct relationship will enable them to innovate at a faster pace. >> you could give me a good example for the public. >> unilever. what they are trying to do is really -- we have this tremendous distribution network but what they've tried to do even with dollar shave club is really say how do we create an incredible customer data base. but the same thing is happening across proctor and gamble -- >> so it seems to know -- when i want it. so adobe plays a role in that? >> we are partnering with unilever as they embark on this digital transformation in understanding customer patterns and sentiments across the world. >> that is a great example let's leave it at that and a visionary and president and ceo of adony

thank you so much. what a great thing you're doing for the world. >> it is great to be here. >> everybody is creative thank you.

red one day and bright green the other. one wild ride. but how do you take the times of market volatility and turmoil and make the best of it. i'm in san francisco, the city of the heart of innovation and some of the best companies in the world and i'm here to help you keep your eye on the prize and today i'm opening up the phone lines to you, the voices of cramerica to see how you understand about the twist and turns of the market and how i could help you navigate it first up we start with kosh in

virginia >> caller: hey, jim. thank you so much for caring about the average joe investor. >> thank you >> caller: i just want to say your staff is amazing. and they're friendly >> no, our staff is unbelievable we come out here and they make it so easy for me and it is just -- it is a delight to work with them. how could i help you, kosh >> caller: because of your advice i trimmed 20% of my profits right at the may 3rd high. >> okay. that is great. >> caller: what percentage of our portfolio should be cash >> right now -- >> caller: for stock buying. >> right now i'm telling members on the plus.com club, it is still to have a lot and it is hard to put to work. our concern is that there is still what i regard as being one step forward, one step back. next time i think you apply some

cash to the market we're oversold and trying to pass earnings and we do have to worry about tweets but a hathy cash position is fine here until we're sure and more certain that we're not in some sort of crazy zone where it could go down more i don't think it will. but i'm still concerned. to mark in new york. >> caller: hey there, jim. i've always been a fan. >> thank you. >> caller: and i respect what you had to say but there is someone else we both know was recently quoted in the news saying regarding tariffs that it's american importers, the american companies that pay what in effect is a tax increase and passes it on to us customers reasonable people know that exporters do not pay the tariffs, it is the importers >> right. >> caller: so current uncertainty andality turn n--

alternative tax have plunged the world market into disarray at what point will you -- or can you exclaim they know nothing and put the per traitor of this on notice -- >> but it is a very nuance thing. we know that the chinese have been repacious and made it so our companies can't do businesses there at the same time, we know that we don't want prices to go up for every day americans. so it is a battle. we want more free trade but want fair trade that we don't have from china so i'm reluctant to make a rant for either side other to say i'm glad and i echo the feelings, we're trying to get it so it is a fair fight meaning we could sell things there and meaning they could sell a lot of things here nobody wants trade shutdown. but until we see some sort of movement by the chinese or they go back to where they were when they were about to sign, i think that we're going to have to just

say, we'll live with this for a while. i think it is a long time before we get a final agreement and that maybe the tariffs have to go up to 25% and then be walked down as concessions. so no rant just be proud of a lot of american companies for trying to make the most of it in china but being shut down for the most part and i think people are kind of sick of it and that is what is happening. >> how about mike in new york. mike >> caller: hey, jim. thanks for taking my call. >> of course how could i help. >> caller: before i ask my question i want to give you a shout out because you don't realize, i've been a viewer since day number one with your show and want to let you know, you shaved five to seven years off my retirement. you give people like us the -- the knowledge and current to learn about the stock and your show is the most important to many of your home viewers and i'm speaking for all cramerica, thank you. >> your very kind.

i hope i live up to what you say. i know that i make a lot of mistakes and when i hear something like what you just said, i just say, okay, let's keep going no need to stop yet. how can i help you >> caller: okay. my question is due to the volatility in the market, i'm getting closer to retirement than i thought due to what we just spoke about i'm looking at ibm because when i wanted to pull the trigger on ibm it was like 105, 107 and got up to 154 and it is 132. i'm looking for safe, secure dividend stock. >> what do you think >> it is it is one of those it has a good balance sheet. it is still -- it is doing well. it has all kinds of money to be able to go buy red hat and i think red hat will be absolutely terrific game-changer for them so i bless that decision at $133 and again thank you so muchfor the kind words let's go to sheldon in maryland.

sheldon? >> caller: jim bo, appreciate all you do big booyah to you and your family >> thank you. >> caller: with the recent volatility in politics and tariffs with trout, [ inaudible ] major growth in the smaller lp as a whole, canopy growth and have you seemed to recommend any new emerging leaders either u.s.-based or canadian and stay blessed brother, thank you. >> well i have like cronos but it come back down from 20-- fro the 20s and it is good and i learned since 1979 when you have a good idea don't feel like you have to come up with a better idea and the good idea is canopy and he has $4 billion from consolation why do i have to come up with a new one and in one of these that i think -- no. stay with canopy up day or down day, i got your

back cramerica with those nice comments i wish my mom were around. i'm here to help you keep your eye on the prize and no panicking people how much money was made panicking on monday? much more "mad money" ahead. trade desk expects china, top three markets in the company it is not a nonstarter for trade desk but is it still the case that the tariff debate heats up i'll talk to the ceo and plenty of unknowns when it comes to the trade debate but i'm pointing out the uniformity that i spotted a lawyer called rapid fire in the edition of "the lightning round. so stay with cramer. ♪ you should be mad they gave this guy a promotion. you should be mad at forced camaraderie.

and you should be mad at tech that makes things worse. but you're not mad, because you have e*trade, who's tech makes life easier by automatically adding technical patterns on charts and helping you understand what they mean. don't get mad. get e*trade's simplified technical analysis.

we have got a treat today. you know i'm always telling you to buy your favorite growth stocks when they are hammered by a pullback

say that paid off but how do you know which growth stocks are worth owning and buying. take the trade desk, tdd, a software company helps manage -- data driven digital where more things are online there is demand for solution to get the most bang for your buck on the web and that is why the trade desk has been incredible running from $50 in early may to $232 this month but in the past week and a half it has been hammered with to $185 and nearly 5% rebound today but they reported strong earnings but conservative but the forecast given how much the stock had run, that was viewed as disappointment they lost 14% of the value and over the next couple of days the trade desk got hit with the rest of the market in part because it went live with a new offering in china and now maybe we have to wonder if that business could be in jeopardy because of the trade stocks but it is coming out so could this be a buying opportunity or do we need to be

more cautious? let's look closer with jeff feeney from the trade desk to learn more about the company and mr. green, thank you for being. >> thank you i'm excited to be here. >> and you're a fan of the show and i'm thrilled i'm ahuge fan of the trade des because your company became public a few years ago and it wasn't a ballyhoo offering but tell how much you could have made if you bought on the ipo. >> the day we priced the ipo at $18 but the end of the day it was high 20s and then of course we were 230 and up 1,000% in less than three years. >> and i tell people look for the ones that don't have the gigantic pop and then go down. you have a fabulous business can you explain how your platform works and why -- everyone said they could be wiped out by google or facebook and why that not in anybody's interest. >> let me start with google and facebook if you want to buy google or youtube, you go to google. if you want to buy facebook you

go to facebook those are the things both of those companies specialize in. but neither of them specialize in the rest of the internet. and what we are trying to help marketers do is figure out should i buy the front page of the "new york times" or buy cnbc.com or the hulu 30 second spot and use data to figure out which they should buy, that is what we're in the business of doing. because google and facebook don't really specialize in that, we're not competing with google and facebook core business we compete with -- what i would say to our team. >> the 47th highest priority at google and that we do. >> now do you it very well i love growth that is oxygen ated but your growth with a profit could you tell people -- i have not explained it well enough and i've been remiss and you know it well enough to tell our viewers. >> well basically you are trying to figure out the right multiple between profitability and growth and we have essentially

the highest rating of any public software company. >> you're number one. >> instead of the rule 40 which is a line in the sand that says if you have that multiple or that balance between those two things then your healthy and we're double that. >> i want people to understand what that means is that you could have -- look, it is high risk to have growth with actual big losses it is much better to find a company like trade desk with growth and that is making money. you are wooing, because you have enough cash, you're willing to take a long term position and try china when everyone is running from china why is that logical and smart? >> yeah, so one of the things that we've done really well is partner with the biggest media companies in the world so we have something that makes it possible for us to partner with all of them which is we don't own any media. so we're not competing with them so as a result, i think we're the ome company in the world that could partner with google and amazon and facebook, apple

which we have in the past as well as baidu and alibaba and ten cent so we've been partnering and we did something unique that most companies don't do when they go into china is we said we'll bring money into china instead of trying to take it out instead of tapping into the chinese consumer and take money out, let's bring spend or advertising spend from the biggest brands in the world. and it made it easy for us to go into china when other people are running out because we're using a different playbook. >> i know from the power company and the consumer package companies, they make fortunes selling but they do it with your help they don't know how to do it otherwise. >> exactly and we shouldn't forget, china is the second largest ad market in the world and growing twice as fast as the united states it is the first or second largest economy depending on how you measure. and for our clients, the biggest brands in the world, they want to advertise all over the world. so we're helping them go into every major country, not just

the u.s. >> news today, david faber broke about how comcast is basically giving hulu to disney in return for a lot of money it's a win-win for both companies and where do you play something like that. >> one of the most exciting channels that we have ever seen and will ever see is the move from traditional television into connected tv at netflix changed the game when they started making content on demand and now every consumer in the world is learned what we have which is on demand content is amazing but most consumers can't afford another subscription >> right. >> most content is ad funded, on your table kf 490 of your 500 stations have ads on them. and so what hulu represents is another place for us to go show ads in a highly targeted way so that we could help fund the amazing content that they're producing and they're one of many and disney will be the same. >> and where are we in terms of

the growth of the web, the total addressable market that you see now versus the future? >> so to me that is one of the most exciting things when you're looking at companies, from my perspective, look at somebody with a massive tam -- >> total market -- >> so we have $725 billion tam today. but it will be a trillion dollars market in about 7 1/2 years so it grows about 1.5 times the pace of gdp and it is growing all over the world and we think that we actually provide growth to the world because we're taking products to places where economies want to grow >> i agree with you. we get a rare opportunity to buy a company, in a period where it is pulled back and just because it pulled back doesn't mean it is damaged the stock is damaged and the company is doing great from the trade desk tde. thank you. >> thank you so much >> thank you

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and now it is time for "the lightning round. from san francisco, the heart of all things animation and take your calls [ inaudible ]. and then "the lightning round" is over. are you ready? for the "the lightning round." to fred in california. fred >> caller: hey, jim. southern california booyah. >> we're loving it out here. southern california, good to have you on the show. >> caller: i like to know your opinion on key sight technology. keys. >> it is just been a horse it is a good company i know i've looked at it a couple of times to figure out a profile. i think it is okay in good shape. alex in new jersey >> caller: hey, mr. cramer, thank you for taking my call. >> of course of course. >> caller: with bitcoin prices surging again and digital

currency being developed through facebook and j.p. morgan chase is it still a good investment. >> and brinks is a company that would do well in the cannabis bank because you need cash i felt they've become far more than just a bunch of trucks that pick up money. it is a good solution company and i like it and would you buy it here. jim in washington, d.c jim? >> caller: booyah, greetings from deep in the swamp of washington, d.c. >> we have to drain that place what is going on. >> caller: my stock question is msg. madison square garden. >> too episodic, i'll say no to that one to brett in new york brett? >> caller: booyah, jim how are you? >> i'm doing well. how about you. >> caller: good. question qcom, qualcomm and they say it is overbod and how do you

think it plays out buy or sell. >> i do think that we have missed a great deal of the qualcomm move and i think we're late to the party. i would rather not be late to the party so i'll take a pass and say not here and not now to luke in michigan. >> caller: booyah, jim thanks for taking the call i want to ask you about car vanna. >> the millennials want to buy car. i think it is terrific really cool sound board, huh let's go to eric in new york eric >> caller: hello >> yes, sir. >> caller: -- on cigna -- >> who. >> caller: with year-over-year growth with a federal pe of nine is cigna deserving of the down trend. >> no. but people hate this group to worry about the single payer and the things that will never happen i say your fine in the stock but patience is warranted. how about amy in nevada.

>> caller: hi, jim great to talk to you as always i'm calling today about a software company called mechanics -- >> i thought they told a good story. as good as they are, i am partial to bm ware and son jay and that is the conclusion "the lightning round. >> announcer: "the lightning round" is sponsored by td ameritrade s to every platform. yeah, that too. i don't want any trade minimums. yeah, i totally agree, they don't have any of those. i want to know what i'm paying upfront. yes, absolutely. do you just say yes to everything? hm. well i say no to kale. mm. yeah, they say if you blanch it it's better, but that seems like a lot of work. no hidden fees. no platform fees. no trade minimums. and yes, it's all at one low price. td ameritrade. ♪

well i talk to ceo's about trump's trade war with china, they fall into one of two camps. either they say chinese companies are impossible to deal with and they steal our intellectual property with impunity because they know we'll have to accept the ridiculous terms and that is the way it is. or they say, chinese companies are impossible to deal with, they steal our intellectual property with impunity because they know we'll have to accept their ridiculous terms but at least president trump is trying to do something about it i find the uniformity of the disillusionment with china down right stunning and a firm belief something needs to be done and at least trump has a plan. it may be flawed but a flawed plan today is better than a perfect plan tomorrow yet when you listen to all of the talking heads from politicians to out-of-work

executives and they tell us over and over again if we just work with our trading partners we could cord on off china and force them to change policies. every time i mention this, they laugh. they say the europeans are competing with our companies for the same business in china and they'll happily except more on orrous terms if it makes they could take market share. in trade they could play us off against each other i always ask myself, why don't the unemployed former senators and recently retired ceo's and has-been governors mentioned this stuff every executive i speak to is taken one economics class and some of them a couple and they know the trade war means there is less commerce and know the president isn't handling things perfectly and don't want to cause a worldwide slow down which could happen if the trfr tariffs crush the chinese economy but they refuse to make a deal because capite -- capitulating to the us will hurt

their economy. and trump wants to slap 25% tariffs on everything we import from china something that could put $100 billion a year into the government's coffers helping to close the budget deficit. never mind it is a sales tax on americans. it is a tax on the chinese and the people's republic refuse to make a deal he could point that to a victory in and of itself. we have a strong economy with the lower unemployment rate since the 60s and much less inflation so if we are going to challenge china, now is the time to do it even the ceos who hate trump and many of them do sack knowled-- acknowledge that it is not like the president is doing this stuff for no reason the chinese community party might think that but they might be more vulnerable than they seem just like the communists in the old soviet union we were so scared of. either way, once you got 25% tariffs on everything made in

china then trump will walk them back down and in exchange for real concessions sure, i wish he wouldn't conduct his trade policy by tweet but every time i talk to the executives they ask the same question in many different forms but still the same, do you have any better ideas on how to make china play fair? i don't know so even though the trade war means that earnings per share might go lower short-term for a handful of obvious companies or more if the tariffs trigger a global slowdown, our ceos are willing to take the pain because they've had it up to here with the people's republic. and talk to the execs and i come back with one final collusion. china has overplayed the plan. even ceos who would never vote for trump are willing to see their own earnings cut to mean they could get a more level playing field down the line. yeah, their trade practices that about and the trump hippock rassy because they bought into the myth or believe in free

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trout, tequila and cheetos that is what they're gunning for. i'm jim cramer and i'll see you tomorrow

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ i'm from trophy club, texas, and my business is inspired by my beautiful girlfriend. i'm 11 years dusty's junior. and when i started dating dusty, it just clicked. getting the taste of dating an older woman, i-i noticed so many more attributes that she has, opposed to a younger woman. she's respectable, she's playful, sexy.