he is the chair, chairman, president and ceo of agco. we've got to get a better read of the situation because i don't understand it. mr. antonio, welcome back to mad money. >> hi, jim. >> okay, so tell me, eric, because i am confused. i look at your stock and i say, what do you do? i mean, the ag cycle is bad. you got real. you got countries that are in real trouble. i know that your predecessor, martin haugen, said this is the time you buy your stock aggressively because things are going to come back. but you're not buying back your stock. is that because you're not sure that things are going to come back very fast? >> no, we're. >> absolutely sure. >> you know, 2024 was. >> the big correction year. >> that's what happens about 24. >> we're also highly confident. >> that 2025. >> is the trough. all of our models. >> are predicting that the barometer for purdue, for the us industry industry and sema for the european industry. >> are already. >> strongly up. the us is more is wasn't in this position since 2021. so we're very confident in

i do have agco tonight. that's ag deere has been a standout story.o find out whether agco keeping up and then an old friend john fielden. now that's celsius. he did that great deal with pepsico. kind of marked a high. he just bought this company. alani nu. i love john. i think that he is a spokesperson for a very controversial situation, which is celsius. but i don't think there's ever been any diminution of the excitement. i do think that pepsico, when they bought them, kind of put a, you know, a lid on it. yeah, but i can't wait to talk to john because john is an enthusiastic fellow and we need enthusiasm because the on we can't cut it with a knife. >> jim. % tonight. mad money. 6 p.m. eastern time. s&p has gone red. >> still holding. >> six k. we'll watch the market closely. be back in a minute. >> experience the power of cnbc pro. all new investing tools securely linked to your brokerage accounts. become a smarter investor with the power of cnbc pro. go to cnbc.com now. >> the cnbc changemakers returns. >> 50 women innovating and driving change a

i think you just go buy the stock of agco tomorrow. farm equipment maker will come on comes on the show all the time. pretty good. how about another unstoppable cycle? the aerospace cycle. love ge aerospace. we bought some honeywell for the chapel trust. as you can find out if you tune in to tomorrow's club call noon. however the aerospace cycle is so powerful. get this. i'm going to say it. it's so powerful you can maybe get close to it. i'm not going to say too loud, but you can even buy boeing. all right. retail. yeah, just the big three costco tjx walmart. the report tomorrow you straight from those. look out minefield used to put the group of companies that make this economy almost impossible to understand. sure we know there are cycles in tech today. it's a bull market in the internet of things. why? because one of them in analog devices said good things. we have a strong semiconductor capital equipment company. that's why i brought on kla last night. lam tonight at the same time we have a pc cycle from hell. we have a data cente

i had agco on, which is a huge kind of deere like its stake can't fix it. eggs can't fix it.t grains are down for the most part. grains are down and grains are the fundament of everything in the end. and then of course, entertainment and insurance. we can't solve those. there's no one at hartford, on the hartford. no one's coming in to do insurance. >> insurance? >> how is that possible that someone doesn't come in and do an insurance between. >> your all. >> your insurance. >> home insurance and your. >> health insurance? >> insurance should be on. what are you supposed to do? >> oh my. >> god. >> if you're not like i'm a 1099 employee, my health insurance is equal to what most people make in this country because i don't have a group. i don't have a buying group, by the way. >> we do, and it's still monthly. incredible how. >> much we don't even want to hear about it. >> yep. >> i think it around 11. >> i don't want. >> to hear about it. you're right. >> i think digital service taxes are. >> going to take. >> a break. >> look at 11:00. i have a sense that things could really

and agco, also seen by the street as vulnerable. >> jefferies noting that. >> trump did increase. >>ion the blow. >> we'll see if that. >> happens again. >> and when. >> it comes to. >> retail, analyst at wedbush write that. >> mexico tariffs will. >> most impact. >> best buy given its nearly 1010 to. >> 15%. >> sales exposure. >> to that country. >> those tariffs are. >> expected to kick in tonight becky. >> okay. seema thank you very much. joining us right now to talk more about this is white house national economic council director kevin hassett. and kevin thank you for being with us this morning. got a lot of questions. and hoping you can give us a little insight into what's happening. first of all, are there talks taking place behind the scenes that could potentially stop these tariffs before they go in? or is it your understanding that these will take effect at midnight tonight? >> there have been. >> a heck. >> of a lot. >> of talks. >> over the weekend. >> you know, i've been. >> in the white house for most of the weekend, and the thing i can say is that i think it's. >> tota