will you be on shopify? >> oh!'m so excited. >> one thing we were talking about is this is a busy person's dream. >> most women don't have the time to take care of themselves. the fact that you can sleep and has some beauty done to you and some really great stuff happening to your hair and skin is kind of amazing and perfect thing for any entrepreneur. i think you should emphasize it a little bit more not only a health product wu an efficiency. >> i will. >> you should lean into the idea of healthcare and join the conversation. that's what this product is. >> yes. >> once you unlock that and create content around that. >> by the way, i think you would be an amazing mentor. >> we need a slumber party. >> i would love that. >> absolutely. >> all right, congratulations. >> thank you so much, i am so excited. >> thank you. >> thank you to all of you who have gone and listen to our third season of the podcast, been there and built that. we love getting your feedback. this week it is with jen rubio. she's the cofounder o

be here without shopify.ruly. an amazing platform. >> a question. who do you compete with? >> silk and satin pillowcases. one of the remaining differ rating factors, this is easy to take care of with all the same benefits. it doesn't feel like a cheap halloween costume like most satin pillowcase doss do. it's meant to change your beauty game, not your home decor. >> what's the price product? >> it's $79 for two pillowcases. absolutely. >> okay. go deliberate. >> where you got me, when you said, it takes out tangles. >> yes. >> maybe me for beauty but my daughter for, the number of hours i spend trying to -- >> trust me. my children sleep on them. i sleep on them because it makes my morning flawless. to wake up and have comb-out hair and be ready to go. i find when i look good i dream big and am ready to conquer all the goals i have in day. >> how old is the company? >> just launched november 17th but the idea started on the kitchen table in 2015. >> funded how? >> i've actually diligently pulled the money tog

here's the other wayhere's the e pot space in canada, that is a shop if i, --shopify, which powers many of the websites marijuana online. they say they are seeing 100 orders per minute. switching gears, in the wake of president trump's tax reform, cisco has repatriated billions of dollars of overseas profit. i spoke to the ceo and asked if that was a sign that the reforms were a success. obviously getting corporate tax rates down so we are more competitive was something that was needed. .nd repatriation made sense giving companies access to their capital to put you -- to use in the united states made sense. i think it has been a success and it's a key contributor to why the u.s. economy is continuing to be a strong as it is. >> some will note that you put a lot of it to work in the form of buybacks and dividends, which benefits your investors and makes them happy and helps your stock price but does not help the economy. is it fair to be critical of that? are not a capital-intensive business. inspend a billion dollars capex, there are not a lot of places for me to put it. given the preva

. >> caller: hi, jim, i am new to investing and my dad recommended a stock, shopify >> i would go with amazon before i go with amazon amazon has three revenue streams all which are very good. f.a.n.g is not dead. it is truly alive. why can't the haters see this is one resilient group of stocks. the market may have soured the industrial sectors, i am seeing winners in the space i am going to reveal tonight's power ranking. veeva, i have the ceo. what are the regional players saying maybe they are more important as they are engaged in the economy. i am talking with ceo first horizon. stick with cramer. >>> in the wake of yesterday's brutal sell off and today's rebound. we need to reassess. tell you how each team compared to the other right at this very moment tonight we are going to address what may be the most fraught cohort in this entire market we are going to address the industrials. if there is one group that has been called into question is this one the industrials came into 2018, with a full head of steam. as the cohort contains many cyclical companies then investors started worry

used to having very high growth rates and very -- >> mike, looking at the tech stocks roku, chegg, shopifyr stocks seen as perhaps a risk, investors may have been putting in for growth, is that what you expect to see given what you see in the bond market >> i think ones that run a lot that people have good profits in, i don't think it is a direct bond market effect to those particular companies but it is about risk appetite, ratchet it down tech in general is a narrower story, it is mostly software, some huge platform companies, lost semi conductors as a leadership group and lost other areas along the way, so i think smaller cap, junior varsity internet names that had people with speculative interest in there backing away. >> the consumer holiday season, 4.3 to 4.8 how do you square that >> we have seen this in the consumer discretionary some has been killing it, they figured out inventory management, they've gotten margins under controls, and some are still behind in basically the new economy of online shopping >> namely amazon. >> namely amazon but we have seen we had great returns with

the weblts is built by shopify there are angles for new markets. banking opportunities and logistics. to me that's how you focused on this i don't know. >> the picks and shovels as opposed to -- >> yes. >> cnbc has been hitting the pot story with a number of of ceos appearing including tilray ceo and he said a few things about the potential size of the str industry ha that has our cannabis king up in passmore we thought it would a perfect time to play not so fast let's recap how it works. >> can we please. >> play an clip of the interview whenever tim feels like he jumps in and says not so fast. the interview will pass, the stamp appears you see then tim elaborates. >> are you ready tim. >> i've never been more ready actually. >> let's roll the tape. >> let's go. roll the tape. >> i think the total addressable market over the next five to ten years globally is 150 to 200 billion. and i think you'll see a handful of of companies dominate part of that industry. let's say 80%. i think it looks more like beer than -- than any other industry that i can