audience not only does yingling make outstanding beer but also they have the best ice cream the more you know. do we have that graphic? the more you know. thank you. i appreciate it. your my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you money. my job not just to entertain but educate and teach you. call me at 1-800-743-cnbc or tweet me @jimcramer. get used to hearing the term hybrid because going forward, we're neither going back to normal nor remaining for

lockdown we're headed for a world where stay at home habits have some staying power but you have the ability to go out and do things. we saw it again today. dow advancing 16 points and s&p gaining 1.5% and nasdaq declining. everybody is playing this guessing game on wall street where we try to figure out what consumers will do once fully vaccinated i've been telling you this game is frutal i want to double down with insights what can work here and what's too risky as much as i like the cruise lines, the cdc doesn't have much patience for them and that makes it tough to recommend stocks after this remarkable run. as much as i love dominos, add peppers, no cheese, i can see the market is not as enthusiastic as i thought it would be it prefers the parent of olive garden with a stock behaving like it can't miss because everyone wants to go out and never do the dishes again.

why am i so sure we're headed for a hybrid economy i heard from different executives including the ceo of jp morgan with this mix of locals in the annual shareholder letter where he talked about a boom through 2023. listen to this, some employees will be working under a hybrid model some days per week at a location, the other days at home he goes on, a small percentage of employees, maybe 10% will work full-time from home 10% is a big number. jamie diamond is not saying this as a fan of remote work, just the opposite he worries about companies losing culture when people don't go into the office jp morgan relies on the apprentice model and according to jamie, that's impossible to replicate in the zoom world. he recognizes there is no putting the geanie back in the model. we know home depot is roaring

with lowes because home prices are at the highest levels in 15 years. when houses appreciate in value, they spend a lot more on a home because they see it as an investment, not an expense after these moves, it's not too late to buy stock of lowes or home depot why? something i heard from the ceo of etsy, another stock you can buy in a virtual interview he said that out of nowhere last year about now, customers begin ordering anything guard related from seeds to gardening related. he wasn't ready for it if you go to etsy site, take a look seeds, seeds and more seeds. it's gardening season. this year will be more -- it's going to be bigger than ever the only problem with lowes and home depot within spitting distance of the highs. if you want something that hasn't run as much with a good garden department, i like the stock of walmart this is seasonally strong time for the stock as larry williams explained in last week's off the

charts walmart is an ideal hybrid stock because it's a go-to place to get vaccinated my wife got jabbed there and saw a lot to like on the way out but it's a retail store. here is the stock getting no love right now down $13 from the high off almost 3% for the year. up 9%, loser as we head into the first gardening weekend of the year, i think walmart, it will be a natural and what will happen because this is my stock and trade like i told you about with the chipotle yesterday, walmart is going to be let's say greedy positive with upgrades or price target boosts. hey, that's what happens what else? stanley black and decker took a breather after a huge run. couple analysts folded when you go through the aisles of lowes or home depot, this is what is selling. est mitds estimates are low becf the remodelling and love the

chase after stocks have run. let me chase it. i'm a huge believer in williams-sonoma. that's a play that's a rapidly growing digital business and brick and mortar stores that are crushing it. now that people are going to the mall again, williams-sonoma is a class a mall and they are doing incredibly well according to simon properties it remains a winner. as the world goes back to a semblance of normal, don't forget about sunk cost in the home we spend so long coping with the pandemic many of us bought new equipment that we'll keep using no matter what i don't know if you bought the air fryer. we got it. i don't know it sits there. maybe you got that, too. you can't throw it out use it how about that beautiful outdoor grill you bought do you keep the cover on and hide it in the garage? uh-uh, keep using it did you make friends with your neighbors like we did? did you have them come over? did you go to club q, our rotating quarantine get-togethers in summit, new jersey where the habit of going

out to the garage and doing some grilling is so engrained it might be too late to stop? maybe we should have beer. if you did then, you might be spending money on something i never really thought of as a hybrid play and that's mccormick. yeah, mccormick. thespice maker a lot of people view this as a lockdown stock that could up against brutal comparisons i felt that way after management talked about the possibility of reduced demand now, though, i'm rethinking that position you know why first of all, there is part of the hybrid model here i really like mccormick gets 20% of the business from food service, an industry coming back from the dead as restaurants are allowed to fully reopen. whether you're eating at home or going out. have you seen your cafeteria at work what do they use mccormick, the little bags of spices people abandon the french's

mustard or frank's hot sauce or ch chalula. if i could open my restaurant, i served a lot of that i would say yes except people can't let go of sunk costs in other words, i bet a lot of us keep cooking at home because we don'twant to let our new kitchen wear go to waste mccormick holds the key to the hybrid thesis. atrue hybrid home play is something you had to do under lockdown but keep doing now either because you learn to like it or because it's become a habit. something like cooking more from something you had to do to something you want to do unfortunately, i don't think there are many other habits beyond cooking where you need mccormick, the space of life or pinterest or etsy that is packed with home and gardening gear they became a hybrid, bottom line i like the limited nature of the category because when you have something that works in the teeth of a moment where everyone is focused on the freedom versus

lockdown, you want to press your bet. there aren't many but when you have one, you need to go big or you need to go to your home. let's go to namesh in texas. >> caller: boo-yah, jim. long-time listener, first-time caller. >> good to have you on the show. >> caller: i've been rolling with ticker x. it recently cleaned up the balance sheet and session to ta of the opening of the economy. how much upside do you see in the name >> look, if you get infrastructure bill, you probably make 30%. the reason why i'm not -- i'm still hedging with new core because you don't need an i infrastructure bill. it's not my favorite what can i say i'll go with best of breed john in california, john >> caller: how are you doing i haven't talked to you in quite awhile. >> john, how are you >> caller: it's me, buddy.

i'm in sacramento. we still love you. i know you're pressed for time i did my homework and got into goodyear tire and cooper tire merged u.s. postal service has to replace all the vehicles and have to replace all four and only buy from american what do you think of goodyear tires? >> for the first time, i think that goodyear is good. i'd like to have rich cramer on the show no relation. john, i miss you you always have the best stories and great knowledge, not unlike many of our callers that have done more homework and know more than most of the analysts and hedge fund managers who scared you out of the market this time last year. the stay at home hobabits stay power but you have the ability to go out and do things. it's about the hybrid model and these are ones i've come up with if you have any others, go to jim cramer on twitter, the chill man and tell us more because i'm working on this.

on "mad money" tonight, i'm sitting down with the stocks and analysts find out what's ahead for the company in the chip shortage and over the past year, octa was used more than 52 billion times to log into an app or website i'm sitting down with the ceo to see if the trend can continue and job growth in march was the fastest we've seen since august 2020 how are small businesses fairing? i'll sit down with a man who knows. paycheck ceo to find out what the company's earnings are signaling so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc ssomhimi setng head to madmoney.cnbc.com.

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is it too late to bet on the worldwide chip shortage if you're this incredible run in the entire semi index? no way see, you got a whole industry running at full capacity and could take years of investment before supply can catch up with demand just think what we heard yesterday at an amazing meeting applied materials, the largest semi conductor equipment maker held the 2021 investor meeting where management gave us ridiculously compelling long-term guidance it sees the revenue rising from 17 billion last year, 27 billion by 2024. nice with the earnings doubling over the same period they told a great story overusing artificial intelligence to speed up the process of getting chips to market and rolling out all sorts of subscription services you know i love the reoccurring revenue. it runs into the vevents

it actually pulled back $3 on the news you have to view any weakness in this one as opportunity. let's dig deeper with a favorite with gary dickerson, the president and ceo of applied materials. at last, welcome back to "mad money." >> oh, hi, jim good to be here again. >> all right well, you had some show yesterday, and a lot of people were buzzing about the fact that things are very, very different this time because semi conductors aren't just any devices. they are the strategically important glue to the economy, more than any time in history. how did this happen? >> yeah, jim, so if you look at the overall economy, this is the biggest inflection of our lifetimes. you can see certainly in the pandemic, also, accelerating every aspect of our lives, working from home, learning from

home, how we shop. in the future, you're going to have data centers on wheels for vehicles, health care will be transformed, agriculture will be transformed. every aspect of our lives, again, people are talking about over $10 trillion of economic value being created this decade and we're still in the early innings of that transformation this year, there will be about 14 zetabytes, that's ten to the power of 21 up 150 times over just a six-year period of time and another thing, jim, that's interesting if you look at where is the data coming from, in 2018, it was the first year machines generated more data than humans and in 2025, humans will be less than 1% of the data generation. >> that's incredible. >> this economic transformation of every aspect of our lives, we're just in the early innings and semi conductors are at the

foundation and applied by far the best position to enable the power, performance and cost from the edge to the cloud. >> you've always taught us many things why don't you teach our viewers what p pact t means. >> so, jim, when you think about the future, you'll have somewhere between a trillion to a half a trillion edge devices connected, again, in every single industry in the world, and when you think about that many devices, power consumption at the edge and in the cloud is enormously important speed for latent is very important and cost is important. how you enable all of those different devices is through innovation and new chip architecture as you see the system companies designing their own chips today. new structures, new materials, new ways to connect chips together certainly pat talked a

lot about that. >> right. >> here recently and applied is really at the foundation where the only top four equipment company that outperformed the overall market in 2019 and outperformed in 2020 we're on track to out perform in 2021 we're also number one, jim, in foundry logic. we're number one in d ram. we're number one in packaging, connecting the chips together. so again, the position for applied just has never been better. >> so gary, this is something that you predicted on our show you said you're going to show us the future i remember it very specifically as we were going to try to get out there to do it why were we listening and all of these customers not listening? how did we know there could be a shortage you laid it out and how can we alleviate the shortage or is the demand for so many years that you can't alleviate it

>> well, jim, again, you're absolutely right we talked about this explosion of data a couple years ago with you and we also talked about the changing playbook. when you look at tsmc or pat or any of the companies in the ecosystem, they're talking about the new playbook to drive the industry forward and again, we're just in the first innings of this and this is why applied has been out performing. the only company in the last two years to out perform in every year and we're just in a great position as we go forward and relative to the opportunity, think about this, jim. the way we're connecting with people and by the way, i still want you to come out to the made in technology -- >> i know. i promise you we will. >> i want you to come out but, you know, working anywhere, learning from home, shopping, data centers on wheels

jim, we're in the early innings of this and if you look at the transformation after this economy over this decade, this is the biggest inflection of our lifetimes and we're just in the early innings of the transformation. >> you can't possibly make enough equipment to alleviate the shortage we have administration calling for perhaps 50 million to make it so we have foundries, a foundry can't be built for two years. we're looking at a shortage from automobiles, shortage of pcs, shortage everywhere. what can gary dickerson do to alleviate the shortage >> well, certainly, jim, we've made -- we saw this and you talked about this we saw this before others. we've been preparing to drive the innovation needed for the entire ecosystem i got to tell you, i talked to more system companies today than i ever have at any point in my career so applied is strategically important and by far the best position we've also been

investing not only in the united states half a billion dollars in our investment in new york, we've been investing in our operations, our supply chain, our talent, all parts of our infrastructure so jim, we're ready to go. it does take time, the lead times for these vicehicle theseo year's time frames we're just in the early innings of this complete a.i. big data inflection that will change every aspect or our lives. >> the department of commerce is sure we'll get something done. will it be stacked with applied materials equipment? is that what i would see if we went there would you have enough equipment if they did build the foundries? >> absolutely, jim. >> oh, good. >> we can respond. again, we saw this coming. >> i know you did. >> so we've been making investments in our operations and our supply chain and by the way, i am so encouraged that now

the strategic importance, this is the infrastructure for the future the infrastructure for the data economy, jim, and now governments, the companies that move the fastest will win and the governments that move the fastest will win so i am so encouraged by what's happening here in the united states this is the basis of every single industry for the future strategically important for our country. >> look, you've been an apostal for it you saw it coming. others didn't. you told all our viewers and you have made a fortune for people and done great things around the world. gary dickerson, president and ceo of applied materials and a sere because he said there would be a shortage but he'd be able to meet it thank you, gary. >> thank you, jim. i look forward to seeing you again. >> yes, at your home place, your hood "mad money" is back after the break. coming up, octa, octa, give

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in the last couple weeks, the cloud stocks bounced off lows case in point, okta that handles your log in and verification credentials at the enterprise level. after getting hammer in february and march, okta rebounded more than $20 from the lows however the market seems indifferent to good news here they are holding the annual user conference where they made all sorts of announcements including a pair of products gigantic products, yet, the stock is getting no traction. this is a good story, always have even if it's going out of style in the wall street fashion show for the moment and

eventually, you may want to circle back to it. we spoke to the chairman, co-founder and ceo of okta take a look. todd, welcome back to "mad money." >> thanks for having me on great to be back. >> so octane 21, we've got trever -- oh, julia -- this is my favorites but it's done virtually. how do you get to know your clients if it's virtual? >> health and safety we're being safe hopefully next year we'll have more of a hybrid in person this is our second time doing octane virtually online and you remember last year we did it with two weeks fnotice this week we had a year to prepare. it's great we learned online how to do the events and learned the best online and reasonable content and the content really tailored for online and video and mix it with the in person networking we're looking really forward to getting back to. i can't wait. >> you've got some really big

news, todd one, you are now talking, i mean, extraordinary goals, 30% organic growth each year close to $2 billion run rate by 2024 i mean, just got to a billion dollars run rate how are you going to do that >> i'd like to think it all because we're so smart and talented but the reality is that's part of it but the really big factor is the addressable market we have a massive addressable market and, you know, it's $55 billion just organically growing to $70 billion and we have big news about new product categories we're launching into that expand that total adjusted market to $80 billion. as everything moves to the cloud and companies need to connect with customers through digital channels and everyone is worried about security, this massive $80 billion is the foundation for sustained growth for a long time period. >> let's talk about that total adjustable market. you're going into, oh, boy,

you're going into identity governance and you're going into privileged governance and let me tell you, here is the problem as i see it privileged access is owned by cyber ark. when you start talking about intelligence -- that's owned by sale point we had sale point on recently. they're talking about you being their friend are you declaring war? >> their both good companies, jim. if you look at a company, let's take a typical 50,000 employee company, they probably have 500,000 or more accounts in various systems. so they have your business systems, your hr systems, your crm systems, they probably have 50,000 accounts in privileged systems so databases, servers, critical, critical accounts that are the foundation and power of their websites, their core data and when the attackers break in whether it's a breach like solar winds or some of the other

recent security breaches, we saw the exchange hack they go right for privileged accounts so it's not just about covering an access for these 500,000 accounts but making sure okta to provide the privileged accounts so attackers can't move latterly and get key databases and key servers and we hope keep our customers secure we're focused on this evolving ecosystem of cloud environments and dynamic servers coming up and down and that's what customers are looking for so we're taking the foundation to discover that and cover these 50,000 privileged accounts that are critical to customers. >> sale point said they were moving into your area. i know cyber ark wants to. i think identity governance is very much what you're talking about going into privilege access management, you must have that in many ways, these are natural extensions but you are talking

about adding a huge amount of total adjustable market that would justify the stock from my point of view going higher. >> yeah, between identity governments, it's $15 billion of additional tam so if you look at it, there is enough room for a lot of vendors to go after it. we're going after it from a very cloud centric approach and born and raised in the cloud. we have this network of over 7,000 systems we're integrated to they are two of the integrations so we'll continue to work with these partners while at the same time doing what customers are asking us, cover all identity use cases, whether that's regular access management, privileged and this important category of identity governance that is really thinking how do you get a report, jim? you're the ceo of this 50,000 user company you want a report that says this is what my people can access and exceptions and how i take action to lockdown the exceptions that's the holy grail.

it giving you visibility where the gaps are and what you need to remediate that's what customers want and that's why this is a $15 billion market and we need a solution toed address it. >> last time we spoke you bought off zero how is that? >> the transaction hasn't closed y yet. we hope to close it soon off zero we couldn't be more thrilled it's about tam, customer identity and access managements is a $30 billion tam as more companies move online and have to connect with customers and not just employees and do secure access there but with everyone in the ecosystem and it's a great compliment because it gives us this rock solid developer foundation they can use off zero and control every bit and bite of the identity experience and it

gives us entry into this massive $30 billion tam. >> you earn a much different position than you are last year at this time i want to congratulate you on octane 21 and all of the deals and i'd say the fleurys you're making to become a lot larger company. he's the co-founder and chairman and ceo of okta. always good to see you, sir. >> thanks, jim "mad money" is back after the break. >> announcer: coming up, can the key to this market's future be found in rodchester, new york? this company has the finger on the pulse of the great reopening and cramer has the ceo next. incomparable design makes it beautiful. state of the art technology, makes it brilliant.

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last friday fabulous labor report, right? so what does that mean for the pay world processers should be good take paychecks that handles payroll for small and medium size businesses and human resources. the stock surged to an all-time high in response to that labor department number and yesterday morning paychecks reporter a quarter poorly received even though i'll tell you something, i thought it was solid they delivered a four cent earnings beat, management is slightly raising the to rforecat that wasn't enough for wall street and paychex plunged a bunch of analysts decided to knit pick. these are usual patterns paychex reports good numbers giving you a terrific buying opportunity every time before only working it way higher

don't take it from me. let's check in with the president and ceo of paychex to hear more about the quarter. welcome back to "mad money." >> thanks, jim great to be here. >> first, i want to everyone to know you did not give a bad forecast or miss the number. on every category, you beat and i want people to hear it from you because to me, it was pretty simple but maybe they think otherwise. >> well, you're right, jim you mentioned it i mean we beat every number we improved or held constant all our guidance we have one more quarter to go we're projecting by the end of the year the revenues will be flat year over year and getting through a year of pandemic that hit small and mid sized businesses hard, we're proud of that not to mention in the third quarter a 42% operating margin. >> yes, this is really important. one of the big strengths of marty's business is hospitality, travel, lease sure

150,000e erestaurants went under and you're going to do a similar number i bet you had a high percentage of the restaurants relative to the other people who do payroll. >> we did, jim we saw also we've seen year to date the double digit growth in our hr outsourcing business so at a time when clients really needed help and new prospects needed help, managing through the stimulus funds, we were there to help them and hadd a lo of value to what they needed outsourcing up double digits and the gain was the best in four years in the quarter and we're seeing some of the best client retention ever historic best. >> all right this is important in jamie diamond's excellent letter, he talked about how the ppp was in many ways too hard for companies smaller companies to negotiate i think if they had used paychex, that's something you did a great job on how did that work for you versus others

>> well, jim, i'm so proud of the paychex team we had forms and everything ready the next day in our flex the software service cloud base you can have everything prepopulated in the form that you filed. we partnered with some financial tech companies to help you facilitate the loans we have helped facilitate over $60 billion in ppp loans for our clients and over a billion and a half employer retention tax credits. we're very proud of helping our clients past this. >> a lot of people say when is marty going to do fin tech you teamed up with one of our favorite companies this clover product i have looked at closely point of sale is a natural this will be integrated with what paychex has >> it is if you're a client with both on your point of sale system you can connect easily. it's an app on the system. you connect all of your time and

attendance you're punching in and out on the point of sale system and will automatically flow to your payroll data, update the payroll data seamlessly, great combination and partnership going forward. we're excited about that. >> i want to revert to something you mentioned talking about how great your retention level is. are you sacrificing growth at the expense of retention >> no, i don't think so at all the retention is great because of the value to help clients get t through the stimulus and get access to the stimulus as much as possible. on the growth side, i mentioned yesterday that some of the mid sized businesses aren't making decisions now if you have insurance plans, you're not quite making that decision yet but the new growth in small business which you know new businesses have grown double digit year over year we're taking a big share of the businesses and selling them and in many of our areas, we're up

double digits in sales. >> one of the things that big business says, you can't close deals on zoom but smaller business you need to be face-to-face, don't you? >> well, on some, jim. we've been in telesales for quite awhile and we've done a lot on our website to let you go on and demo the product and buy the product online our sales teams have gotten really good at it but when you're developing partnerships with cpas, banks to get referrals, that needs more face-to-face but we're getting back into that now as things open up. it will be a big help not to mention the money in the new stimulus plan. imagine the number of jobs that will be out there in small business it will be a big help. >> one last thing the analysts miss you talked about improvement toward the end of the quarter. that's kind of what i'm looking for ignored by analysts but a fact that really shouldn't be overlooked, correct?

>> no, not at all. we said our met tricks were improving and right through march this month, the first month of the first quarter we've seen em improvement and gettingn front of people and competitors. we're really feeling as things open up now, we're going to pick up speed again, to get to the end of this fiscal year and be flat in revenue over $4 billion in revenue, we're very proud of that as a company. >> i can it's a very big win given the fact the weakest part of the economy is small business and when i say weak, that means going under and yet paychex had a good number. marty, always great to see you. >> thanks, jim. >> listen, presieople, that's president and ceo of paychex take a look at what the stock has done in the last five years. you know it's a buy. "mad money" is back after the break. >> announcer: coming up next. >> let's make money together what do we got

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up very nicely during the stay at home economy. it's pulled off a little bit with the reopening imminent. it down about 23% off the february high. what do you think about shopify? >> i think you got a chance to buy the stock 23% from the high. and that's just what you want because this company is lights out, it's really the fulfillment to the start second biggest after amazon so you want to own it mark in florida, mark? >> caller: hi, jim i hear a lot of young investors thanking you for all your help. >> that's nice. >> caller: you wrote a load of thanks for us older folks. >> i'll take them both. >> caller: you made retirement a lot better for many. my question today is about f fisker. >> i like both they will probably be the two winners about this whole crop and this whole crop will get a subsidcity in washington

i believe bill mcelddermont has one. jamie in arizona. >> caller: hey, jim, how about a big sunshine and cactus boo-yah to ya? >> boo-yah that way, what's up >> caller: my 8-year-old son cj and i love investing together and watching your show and busting balls at top golf. what do you think about callaway >> i like it you know what has lasting power? this whether the driving range or golf course, people discovered golf and never going back. i really like that stock, i mean, really let's go to doug in ohio, doug >> caller: hey, how are you doing? i appreciate your time and appreciate your show. >> my pleasure. >> caller: my question is about juniper networks. >> the products are better than they were. they are up against a lot of good companies and if you want

to know which i like and not as much related as it used to be, it will be cisco wide because chuck is doing a great job let's go to piyush in washington. >> caller: thank you for everything you do for us it's sincerely appreciated. >> you're welcome. >> caller: my question is about kroger i'm up 25% in the stock over the last three months. coupled with the dividends the company paid and the recent announcement from the investor day, do you think -- >> i thought that -- i thought that rodney did a great job on the investment day i thought he had a lot of great things to say and what i was struck by is how little the analysts believed in what he had to say i'm with you doing a good job i like the presentation and i like the stock i find the supermarkets are questionable, questionable investment i need to go to jill in massachusetts, jill? >> caller: hi, jim thanks for taking my call.

my husband george and i love your show. >> thank you thank you, jill. >> caller: you're very welcome awhile back you had on the ceo of bill.com. i really liked his story and bought a small position but the stock is mostly been on a downward trend since february. do you think it's a buy, sell or hold >> it just became one of those stocks people decided on mass that it was too expensive. i look at their product and look at it as a way to play the reopening in society because it does make it very easy for you to keep track of your bills and let you be what you want to be not an account tant internally ann marie in new york, ann marie? >> caller: mr. cramer so happy to speak to you i have a weakness for brilliant man.

i'm calling about petco, symbol is woof. >> i'm bltrying to catch my breath the problem with petco is chewy and chewy has been sicked on wolf and chewy has got more mojo mojo is a technical term from wall street. that's what is happening, let's go to jim in florida, jim? >> caller: jim, tankhank you for sharing your experience. experience is something they can't take away from you. >> thank you, thank you, they can't. i like that. they can't do it. >> caller: they can't do it. i listen to you and i have this -- i bought a multi national company second year that i'm not really happy with and sold and took profit i'm thinking about getting back into this company.

a lot of experience with a multi national royal dutch shell. >> royal dutch shell i don't really want you in that but i would like you in, by the way, is pioneer, which is doing big equity offering to be able to buy double points pioneer is doing great that's the one you want to own and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightening round is sponsored by td ameritrade >> announcer: coming up, at the center of business and politics is america's potential cramer is digging into a compelling take by jamie diamond and giving his thoughts on the future of the american economy, next you going to place it? not until i'm sure. why don't you call td ameritrade for a strategy gut check? what's that? you run it by an expert, you talk about the risk and potential profit and loss. could've used that before i hired my interior decorator. voila!

maybe a couple throw pillows would help. get a strategy gut check from our trade desk. ♪♪

everyone who plows through jamie diamond's 67-page annual letter can have a different take away you can read it narrowly this is the ceo of jp morgan explaining the bnk pank pulled away from te pact but containing with unregulated competition from the financial tech plays and that it will only get harder as big tech moves in think apple, amazon, facebook, google, hey, throw in walmart for good measure that's what he does. most people don't think of the tech company they have a leg up thanks to digitization and lack of federal oversight while big banks like

jp morgan struggle with real regulation others might note jamie sounds political like he's a failed presidential candidate i think that misses the point, though he's not running for office. he fundamentally believes in america even though he has concerns where we're going wrong. is it corny? sure will you agree with everything he says? of course not. please do not doubt this man's sin s sincerity. this is a challenge to stop being so selfish he wants us to tone down the greed. multiple tax breaks, that's a huge give away tax breaks for race cars, private jets, horse racing, golf courses. jamie says that that's what p ha happens when you get 17,000 lobbiests from washington d.c. he's got a good point. diamond argues that businesses

have been incredible short sided, too, when it comes to their unwillingness to invest in black and latino neighbored hoods. he spends a lot of time condemning the inequality and institutional racism of our country going to the days bank executives only cared about being with as many patients as possible the most compelling part is the part about china jamie writes china's leaders believe that america is in decline and goes on, they believe this not only because their country's sheer size will make them the largest economy by 2030 but also because they believe the long term thinking and competent consistent leadership have out shun america in so many ways. china sees us losing ground with technology and infrastructure and education because in jamie's words we're quote a nation torn and crippled by politics as well as racial and income inequality. that's us, isn't it? it's us. unfortunately, he thinks there is truth in china so we need to

do a better job on the charges or lose our place. if we come together, stop the selfishness and help others, he thinks we'll stop losing ground. diamond is the first major leader of business for politics to take the case, this was totally overlooked that china's authoritarian government is ultimately doomed to mediocre from washington to wall street there is a sense the party has figured out the secret to capitalism and the democracy can't compete but it's too soon to write us off. a vibrant democracy and done incredible things. however, between the crumbling infrastructure and excessive parti partisanship, it will take a lot to turn things around. that's a brilliant argument. jamie diamond is right it will be better off if leaders decide to accomplish big things because the chinese are indeed making us look bad if that's what it takes, maybe a little competition is exactly what we need to return to our

lofty status where opportunity is not a dream but a real possibility. i like to say there is always a bull market somewhere and i promise to find it just for you right here on "mad money." i'm jim cramer, see you tomorrow "the news with shepard smith" starts now the news with shepard smith starts now tonight, in-depth. the push to change how people vote, across america what it means, and why it's happening. i'm shepard smith. this is the news on cnbc the georgia election law democrats call it the new jim crow. >> just antithetical to who we are. >> reporter: republicans claim it tweaks a broken system. >> there is nothing remotely involved in suppressing the vote tonight, cutting through the messaging, and breaking down what's really in play. as kentucky, today, becomes the lone-red state to expand voting rights the impact of covid on the human brain. new, today, more than a d