riskies in halliburton. >> does it for us on "options action", see you back here next friday at 5:30 meantime "mad money" with jim cramer starts right now. 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 just trying to make you some money. call me at 1-800-743-cnbc, or tweet me @jimcramer. only on wall street could you get a spectacular set of employment numbers and the only

thing everyone is worried about is the recession the s&p advanced, nasdaq inching up, this market seems like crazy town every single analyst vies to see who can be the most negative >> boo >> i hate it things just aren't that bad. but there's nothing totally nuttyn nutty about the negativity wall street is worried about the recession. why? because analysts and money managers don't care about the rear view mirror even when it's something that happened this very morning at 8:30 p.m., like the payroll report, it was terrific. they only care about the future. and from their perspective, it's terrible economic news tomorrow.

we're sinners in the hands of an angry fed right now. they're trying to kill inflation now. to portfolio managers, that means the rate hikes will need to be even more aggressive they see that as very negative i get that, too. that's why you end up with this good news is bad news environment. but there's less the truth, it's more of a product of less than rigorous, kind of a zeitgeist. wall street's tendency is for binary thinking. there's no middle ground it's not just the labor report this week was about many things that haven't happened yet. i do believe that our economy is headed for a slowdown, but that

doesn't necessarily translate into recession as somebody who has been addicted to black and white thinking my whole life, i know that's the wrong approach. there are many ways this could play out that doesn't end in a full-blown recession and i want people to consider that, too. how did this become such a grudge match it's thanks to relationship between the yields on the two-year treasury, and the ten-year treasury. when the ten-year cost is below the two-year, money managers believe we're headed for recession no matter what this is the inverted yield curve. why does anyone care because it's priedictive it's predicted 6 of the last 6 recessions, people say but the truth is more complicated. in reality, it's predicted 12 of

the last 6 recessions, it's too sensitive. it will call every recession we have, and many more that we don't have we forget that anything like that, when this comes up, yes, it's an incredible twist on the johnny mercer classic. wall street feels compelled to accentuate the negative, and eliminate the positive so what does that mean for next week's game plan i wanted to set that up. it's a week where, oh, this will be discussed monday morning, we get the durable goods number this is terrific, if it's strong, it will be pronounced as the last good number of a dying cycle. if it's bad, it will be the first bad number of the

apoc apocalypse the only thing that could change it is news that russia is backing out of ukraine something that putin is not likely to do and by some estimates, russia has a 20% casualty rate. which is catastrophic for a modern army. if we give the ukrainians some real offensive weapons, they can swiftly win this war it's a humanitarian crisis, but there could be less of a chance for a worldwide famine and this lighting company, given its supremacy in the sector, we look at it as a -- thanks to the inverted yield, this time, if they say things are good, they'll be branded as hopeless

optimists unless they tell a truly depressing story wednesday, we get results from greenbrier today, it looks like things went off the rails for the rails. in this case, it might actually, you know, could be true. but right now, people are worried about plummeting rates and we need to talk about this for something. i did enough work on this today to know that the plummeting freight rates are true they're falling like a stone they're down some 30% to 35%, as truck drivers return to the work force. i don't want to brand this news per se but the trucking spot market, which is definitely, definitely a harbinger of what is about to occur, it's in free-ball i don't think it's customer

demand sinking, but supply of drivers rising which is good for companies, but people will say it's because there's not enough demand. that's not true, according to my work, but it's what people say let's look at this through this prism. 2:00 p.m., the fed releases its minutes from its last meeting. there will be plenty of speculation about whether they go 25 or 50 in the next rate hike but these numbers are before the rate hike, and be mindful, they're old, right then we hear from the ceo of% l levi strauss who can tell us how

skyrocketing cotton costs has hurt him thursday, we'll hear from food brands i saw a terrific analyst report this morning that talks about how the stock of molson coors has outperformed the group it makes sense, you never want to get in the way of a mexican beer truck on cinco de mayo. and our cnbc investing club meeting, it's so much fun. we're covering all the stocks in our trust, and answering your questions. it's 12:30 p.m. at cnbc. cnbc.com/investingclub so many people who hate me from gamestop have also decided to

sign up. who knew friday, we have an oil rig count number, i know the president wants the oil companies to drill more on the parcels of land that they own the federal ones, and the already drilled wells that they own. and they love that they can make a ton of money holding down production the bottom line, regardless of what happens next week, wall street will remain in good news/bad news mode when people talk about the freight rate collapse, you're never going to hear it's because of there's so many drivers you will only hear it's because of low demand. so you should steel yourself john >> caller: thanks for taking my

call. >> of course. >> caller: i'm a long term viewer of your show. i appreciate your advice and guidance we've picked out jpmorgan chase. >> jpmorgan has the balance sheet, they have a 3% yield. but i will tell you, my charitable trust vastly prefers both wells fargo and morgan stanley. i think both of those are ones you should consider. and i will talk about them at the cnbc investing club event, because they're two big positions, giving out more than $570,000 this year at the charitable trust regardless of what next week brings, i think wall street will be in good news/bad news mode

tonight, can the blue owl stock provide some gains and the dream for many is to own a sports team. what if you can own a piece of the action and we're headed into prop season i'm learning more about that fintech leader, broad ridge, that is giving you a voice that you want to use. so stay with cramer. >> don't miss a second of "mad money. follow @jimcramer on tweeter tweet him, #madtweets. send jim an email to madmon madmoney@cnbc.com. or call at 1-800-743-cnbc.

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last year, hundreds of companies became public. 600, it was crazy. and all their stocks have been completely obliterated during that period, i told you most of the new ipos were overhyped or immature companies making their debuts way too early. but with hundreds of new names, some of them are bound to be legitimate especially now that their stocks have come down from their highs. that's why we've been looking for profitable companies with cheap stocks and good growth prospects. one is blue owl capital, a unique player in private equity. the owl rock business, it lends

money to companies that have been taken over by private equity firms big business, because there's always tons of debt involved in these transactions they make minority investments and blue owl is expanding. they acquired oak street real estate capital, which offers similar solutions for the commercial real estate tindustry i think it's a great business, because the industry keeps getting bigger and bigger. the stack has tumbled to just over 12 and change i think it could be a steal. let's kick the tires with the co-founder and co-president of blue owl capital welcome to "mad money." >> thank you so much, jim. i appreciate it. big fan of the show. big fan of your charitable work.

thank you for both. >> you're terrific let's get right to it. people are probably saying, what is so special about blue owl you have jpmorgan, the fid fidelities of the world. why do we need blue owl capital? >> you said this perfectly well, we're an enabler we're the picks and shovels provider to the rest of the alternative investment universe. the private equity firms offering wonderful investments, we're providing input, capital, whether that is financing the businesses themselves, or the alternative managers, the silver lakes of the world, or with our oak street business, locking in the capital that is tied up in real esktate assets. we're providing private capital folks solutions to help companies grow as blue owl, we do that by

collecting management fees, and on a permanent capital base. we have a unique position as a company, and our capital is almost entirely permanent, and fee-centric. so we have stability and growth. >> if one of our investors buys 200 shares of blue owl on monday, what are they getting? >> so you become an owner in our management company so you're now going to be an owner in a company that is blue owl that is really growing with the ecosystem of alternatives you're going to be in the business of managing funds lent to businesses that need capital to grow. you're going to be in the business of managing funds that own stakes in market leading private equity terms, and

unlocks real estate for firms. >> so someone might say, listen, your whole network is devoted to the notion that there's a recession, despite that we have the greatest unemployment number i've seen in my life how does blue owl do in a recession brought on by the fed to slow the economy and lessen inflation? >> of course, none of us want a recession. but blue owl is uniquely durable in the face of any economic environment. our capital is permanent in contrast to other asset managers, they're raising capital, giving it back, they have to get it again and 90% of our capital comes from permanent capital, that we keep and manage. so we have a unique level of

stability and predictability we get paid fees there is no carry, there's none of that carry income, the large gains and shrinking areas that happen in the traditional alternative asset management so what happens to blue owl? as a stock, as the firm, our stability and growth remain very much intact. and none of us want the world as volatile as it is today, but we provide private capital long duration solutions people come to us more often when times are a little bit more unstable, and our investors, we tend to offer principal protected, stable return products >> one last question we found, it was so hard to find a spac that is above ten

i think your cohort has kept you below where you could be would you agree that it's possible that the way you came public is putting more of a lid on blue owl than if it had done a traditional ipo? >> look, we needed to use a spac to bring together owl rock capital and dial capital so we needed the mechanic, but it was just a mechanic for us to go public. now we're a large cap public company, we closed at 12.78, we're coming along but our job, and we intend to do it well, is to talk to our shareholders that we have an exceptional business proposition, in terms of both value, the high margins of cash we generate, and the very

visible predictable growth that we have. we intend to get out and explain that, and we believe it will be well received. >> that's terrific maybe you will one day be able to return a lot of cash to shareholders, i think blue owl can be a terrific investment mark, thank you for being with us >> thanks so much. >> "mad money" will be back after the break. coming up, if competition is eternal, and big money sports are global, should home gamers consider checking into the game? cramer has the xs and os, next

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do you ever think about owning your own professional sports team? for the vast majority of us, that's an unachievable goal. unless you have billions, you won't become russell wilson's boss but you could own a piece of a franchise or league, because some are commonly traded you won't be able to go to the draft, but you're very much along for the ride you get a real economic interest in these teams tonight, i want to give you five examples two that are more or less okay, and three that i find truly enticing since we're here in new york city, right next to new york city, let's start with the local option madison square garden sports, the owner of the knicks and the rangers. the knicks haven't been good in

ages, but the rangers are prime contenders for the nhl playoffs. the ice hockey season does end, right? the last couple of years have been pretty tough for madison square garden sports really, everyone in business in this particular business with covid taking a huge bite out of their revenue. but with the pandemic receding, it's looking like a good year in 2022 while the pandemic is mostly in the rear view mirror at this point, the stock is still below where it was trading pre-covid it's still incredibly expensive. there's a reason for the high valua valuation. the knicks are the most financially valuable franchise in basketball, and the rangers are the most valuable team in the nhl, according to forbes if you believe the forbes rankings, the knicks are worth

$5.8 billion, and the rangers, worth $2 billion and they also have a couple of minor league teams and a couple of esports franchises but this company has an enterprise value of $4.73 billion. head scratcher, right? the reason for the discount, well, it has to do with the ownership. jim dolan and his family control 70% of the voting power, and they have no desire to sell either team. in other words, the stock is totally undervalued, but there's not necessarily a good way to unlock that value. so it could stay undervalued for some time. and manchester united, its stock has been a dog since it became public in 2012 i don't like the fundamentals here at all. and the company is not expected

to turn a profit until 2024. but there's a possible trade the russian oligarch who owns chelsea is selling the team. and i support arsenal, by the way. my friend told me that ted lasso coaches arsenal. the next two names are a little weird. i'm talking about the atlanta braves and formula 1 these are both owned by liberty media, which several years ago, reorganized into a very difficult ownership structure. if it's mystifying, remember when dell owned a lot of vmware, but the stock still traded the braves used to be part of

time warner, but got sold to liberty back in 2007 and the defending world series champions, they're perennials. in february, the numbers were excellent. they have huge revenue growth, and the stock got hit hard this winter, but then the lockout ended. it's made a comeback where do i stand on this one it's tough for a team to win the world series two years in a row. but you may want to wait for a pullback with these numbers, but it's a good one. but what if you could own an entire league? i'm talking about another liberty media tracking stock, formula 1 group. you get the whole world championship, it spans 23 races across 21 countries this year.

a lot of people busting about this the drone racing league, a spac affiliated with liberty media and more but the core is what matters here, and i think the core business is really exciting. for formula 1, it's having a huge moment right now. let's stretch that out a huge time period it's got wa wildly popular netflix reality show, and the company credits the series with bringing in 73 million fans last season the stock seems terrific for the first time in a long time, formula 1 is competitive again. it was getting boring, but 2021 was the closest season of years,

with verstappen winning on the final lap of the final race. and new rules, including a budget cap, that seems to be working. the 2022 season just began, and the ratings are on fire. they're even outdrawing nascar races in the united states i have friends who talk about this all the time. and i bet the numbers will be even better. and one more idea, this one is not a pure play. but i like both sides of the business i'm talking about endeavor group, which is my agent's firm, full disclosure. they also have an events and experiences business that is what really intrigues me they own a bunch of sports properties, euro league basketball, the professional bull riders league, and best of all, ufc

when endeavor reported a couple of weeks ago, that ufc is on fire with their fight pass business, up 30% year over year. with the stock trading at just 22 times earnings, i think it's a steal. when i say younger people, i'm talking about 50 and under, okay now, again, full disclosure, endeavor is my agent i try to be as objective as i can be but you have a lot of options if you want to own part of a sports team, but they're not always the best stocks. that's why i like liberty braves, formula one, and endeavor tom in rhode island. tom? >> caller: jim, booyah to you. >> what's going on >> caller: loyal club member

and activision blizzard. bought it at 93. they keep getting bad press. do i wait for the potential microsoft acquisition or sell now? >> once the deal happened, i said it's time to move on. there are so many things that can go wrong now in the market with takeovers that i don't feel that you got enough upside to stay in. considering all the terrible news flow that you're getting right now from it. much of which seems true let's go to robert in texas. robert >> caller: jim, thank you for giving me the opportunity to be on your segment this evening my question is -- thanks again my question is on draftkings i believe jason robins is an exceptional leader the stock has been oversold

because of fierce competition and high acquisition costs i reviewed draftkings' path to profitability, and they showed how the users in year two and three have stayed with draftkings at a lower acquisition cost. >> right. >> caller: i feel like they're on the right track and with the great partnerships that they have, they're headed in the right direction what are your thoughts >> i totally agree i did work for draftkings for a couple of years. they were remarkable i think there is too much competition. they do have a war chest i think that they, at this level, deserve to be considered as a nice spec but the price war does have to end. some say it is ending. i would give you my blessing as i told jason robbins, at 19, the stock had bottomed if you want to own part of a pro sports team or a whole league,

here they are. i didn't include the green bay packers. i like liberty braves, formula 1, and endeavor for that ufc kicker and live entertainment. there's much more "mad money," with fintech stocks out of style, is it worth taking a closer look at this under the radar player i'll talk to the ceo and the fed can't control all prices but can it help slow down the housing cycle? plus, i'll take your calls in tonight's edition of the lightning round. stay with cramer when it comes to autism, finding the right words can be tough. finding understanding doesn't have to be. together, we can create a kinder, more inclusive world for the millions of people on the autism spectrum. go to autismspeaks.org.

this is one of the most important times of the year.

not because it's gardening season, although that's a big deal in my household i'll be building my boxes this season but it's proxy season. thanks to new technology, it's easier than ever for small investors to make their voices heard. they're even allowing investors to vote. behind the scenes, this is facilitated by companies like broadridge financial on top of its day to day settlement and corporate governor services, they're proxies for some of the largest companies in north america that said, the stock has pulled back from highs because it's a fintech play, and fintech is very much out of style on the

wall street fashion show the business is still strong, and they have their finger on the pulse of the rising tide of shareholder democratization. so let's talk to the ceo, to get a better sense of proxy season welcome back to "mad money." >> thanks, jim great to see you again. >> i need you to -- maybe take the pulse of something i'm a believer that there are individuals who once again are searching to make money on individual stocks. hence some of the big stocks, some of the esg, like exxon that we saw but most people feel they want passive, passive, passive, they're not interested in voting where are we >> jim, it's a great question. i think it is, first of all, let's recognize, behind that, is the fact that there are a lot more retail investors even than

18 months ago. last year, up 26%. this year, up in the teens there are a lot more investors the other thing is, the interest in esg is way up environmental social governance. and the environmental social proposals this year up 25% and in the last five years, the level of support for those proposals, it was 5% in 2015, last year, 40% in terms of the aggregate votes, an eight-times increase and win or lose, management cares about the votes. even if they don't win, they take actions so people really, if they have something like that, they really should vote. because win or lose, management cares, and it's easy you can do it right on the app i have, you know, i have it right here and 80% of people get notified

digitally. they're only a couple of clicks away from doing it we've made it easier than ever with our improved proxy vote app. which allows you to sign up for things to vote about >> i have to tell you, that's a staggering change in what people are doing in terms of voting you're right, people do care what is incredible, tim, for 30 years, i threw my vote in the wastebasket. what changed in terms of -- is it younger people, consciousness? why do people want to change a company, when before, they said there's nothing i can do >> you know, i think first of all, the investing base is changing we do an investor study every year, looking at a lot of the new investors coming in, younge people used to a social environment, and used to having

a voice, and making a difference so they feel like they should. and then i think things like engine number one's win last year, which you commented on people say, yes, i can make a difference >> they sure do there. >> it's a great time. >> this brings me to something that i really like some of the largest companies are doing splits we know splits don't create value. but i've been advocating for people who want to own a piece of amazon, they should own a fraction what is the difference between owning a fraction of a share, then if a company votes, being able to vote on ten shares >> it's interesting between fractional shares and splits, traditionally, companies split sort of as a sign of what they think the future is, and to lower the overall price and bring in more accessible when a single share is more than

$1,000, that can be difficult for people to do fractional shares are still sort of new, and it's a way to substitute for that. and i think the voting implications are probably about the same between the two >> now, it's interesting, the process you're talking about, in many cases, is as intriguing to younger people as stock price appreciation i'm an appreciation guy. i'm trying very hard to be like my kids. one of my daughters was furious about what happened at disney. she said, listen, i can't own this this is a travesty i never -- if it goes up, take the money and support your cause. but i think your technology has changed things what you held up is rather remarkable, tim. and that is what is driving a lot of the ease with which people are being able to voice their concerns

>> i think that's right. i think -- particularly in the future, as people sign up for the topics they're interested in, so if there's something on the ballot, they'll be notified about it and be able to take action that takes the ease to the next level. i don't have to sort through, if there's a topic that i do care about, you mentioned earlier on in your open about pass-through voting this year, as you know, for your listeners, a really interesting point, the passive side is getting to be so big but some of the biggest players like blackrock, they announced they're going to pass down the vote to their shareholders they're doing it right now just on the institutional side, the institutional shareholders but in the future, that could

evolve to the retail voters. and then to make that practical, it would have to be, you know, for an issue that you're interested in. because no one wants to get 500 proxies. >> how do we get on the website? broadridge, what you held up >> what i held up is go to the apple store or google store and download proxy vote. search for proxy vote, you can download the app, or pr proxyvote.com is the website great one-stop shopping. if you do get something in the mail, which hopefully you'll sign up for digital. but you can get a qr code, just point your phone at the qr code, and it will bring it right up, and you can vote with two clicks. >> tim, this is revolutionary, very exciting. you'll have toh come back i've been trying to change, we have old folks trying to get it

right. you are very helpful in this and i love what broadridge is doing. thank you, tim, thank you for being on the show. wow. i don't know about you, but i have a lot of issues i care about. i didn't think anybody else would vote 40%, this is exciting stuff. younger people, everyone should download the app just download the app. younger people, i know you're passionate this is how you show your passion. "mad money" is back after the break. no need for a meteorologist. today's forecast calls for thunder. and lightning. the lightning round is next. you're a one-man stitchwork master. but your staffing plan needs to go up a size. you need to hire. i need indeed. indeed you do.

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it is time time for the lightning round and then the lightning round is over are you ready? let's start with allen in florida. >> caller: jim, want to ask you about 23 and me, that go got a massive human dna database >> it's incredible this stock, it's a spac, losing money. buy it and put it away people there are too smart oregon and eric. >> caller: mr. cramer, i need a second opinion on ww, weight watchers. >> no, there's nothing that i find that is growth or of interest to me danny in michigan?

>> caller: jim, booyah >> booyah. >> caller: what do you think of nikola >> they're going to lose money angela in idaho? >> re >> caller: hi, jim i'm new to investing, and thank you for all you do >> thank you. >> caller: i'm interested in investing in joby. >> way too speculative i don't want you losing a fortune. and that's the conclusion of the lightning round. >> the lightning round is sponsored by t.d. ameritrade coming up, what can stocks tell us about where the economy will go next cramer has a feeling there's nothing new under the sun. inflation, and the fed next

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we hear a lot about how the fed is trying to stamp out inflation. but it only controls the interest rates, and they can make you more reluctant to

making purchases as demand vanishes, inflation dies out, too. stocks are screaming that we'll soon have too much of everything that we currently have too little of. and people seem to think it matters where they raise the federal funds rates by a quarter point, a half point, or several of them, or ten of them. i'm not saying it's irrelevant but the important thing is what they say until the fed is done tightening, many stocks will be under pressure this jump in mortgage rates wasn't mandated by the fed, but it anticipated the fed's rate hikes. sooner or later, it will cause housing prices to go down.

sure, we had a good employment number today that should be good news for housing, right at the same time, there's been a profound pullback in mortgage applications which tells me that the home stocks are right to go lower the cycle starts by demand for homes, fueled by job growth. so they try to add to their inventory. thanks to the booming economy and the rise of home work, the demand was stronger than what anybody expected so a ton of new houses were put up now, thanks to mortgage rates, people are getting priced out of a big part of the home market. this very moment, i think the

housing market is at eke equalibrium. by the summer, there should be a p plethora of homes available. and then the supply will ease, and within a few month, every shortage becomes a glut. the producers of windows, doors, and washing machines, they're now filled with inventory. often inventory built on credit. once demand dries up, it collapses quickly under its own weight that's historically how the cycle plays out. that's how the fed stamps out inflation. as these industries slow down, inflation evaporates that's what the stock market is

forecasting right now. just watch the home building stocks when they bottom, that's when we're approaching the bottom of this decline but they hit bottom long before the economy does there's always a bull market here, and i promise to find it for you, her of his own medicine, on his turf i'm shepard smith. this is "the news," on cbs -- krrs cnbc >> the russians accuse ukraine of striking back a. helicopter attack on a fuel depot inside russia and the ukrainians are saying, and the effect on peace talks. another strong jobs report. >> the unemployment rate a new low. >> the industries doing the most hiring as inflation soars.