In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer asked questions that were in everyone’s minds as President Trump lifted the veil from the promised tariffs. Cramer wondered how tariffs would be enforced.
“If you’re moving goods here from Mexico, have you found a way to incorporate tariffs? What are you going to do? We’re cleaning up the money, so we’re just sitting there. We’ve moved the best trucks we can. This is my wife Mezcal.
He continued:
“There’s nothing clear about it, because we were able to continue our lives. Maybe there’s an external revenue service. Is it set up? Did the mask set it up?”
In response, Cramer co-host David Faber speculated that the money raised from tariffs would likely enter the US sovereign wealth fund, and that Tiktok could probably become part of the fund as well. About this, Cramer shared:
“Don’t you wish we were kidding? You got a Mezcal truck, and that would be $5,000 more.
But while he may be unsure about the tariffs, Cramer still doesn’t believe a recession is possible. When his co-host Carl Quintanira mentioned Goldman’s report of recession odds rising to 35%, Cramer replied:
“I don’t think that’s happening. I also rebel against the term stagflation, because the only real time we had real stags was under Carter. We’re not, it was a great bet now. Umm, it doesn’t seem to focus on the shortcomings.
As for President Trump and the stock market, Cramer suspected that Trump was focusing on the Dow rather than the other markets. According to him:
“I’m back and say the anomaly here is that the Dow Jones industrial average is held incredibly well. And the president is looking at the Dow Jones. And if you look at the Dow Jones average, you know David, they’ll be charred.
To create a list of stocks Jim Cramer spoke about, he listed the stocks he mentioned on CNBC’s Squawk on the streets aired on March 31.
These stocks also mentioned the number of investors in hedge funds. Why are hedge funds interested in the stocks they accumulate? The reason is simple. Our research shows that mimic the top stock picks of the best hedge funds can outperform the market. Quarterly Newsletter’s strategy was to select 14 small and large caps per quarter, returning 373.4% since May 2014, surpassing the benchmark by 218 percentage points (For more information, please see here).
Jim Kramer should not shorten Coca-Cola (KO): “He was the winner when the Nasdaq broke.”
Number of hedge fund holders in the fourth quarter of 2024: 81
Coca-Cola Company (NYSE: KO) is one of the largest carbonated beverage companies in the world. The stock has grown 18% since the start of the year, as it benefits from the defensive nature of its stock in markets that are caught up in recession concerns. The defensive nature of the Coca-Cola Company (NYSE: KO) was clear as stocks rose 3% the day President Trump announced his tariffs. The stock was obtained despite the fact that the flagship S&P lost 4% in the day. Prior to the announcement of the tariffs, Cramer advised viewers on a short circuit for the Coca-Cola Company (NYSE: KO).
“In terms of shorts, if you want to short, do you want to short, do you really shorten the Coca-Cola? No, it was a great place to own in 2000 after the Nasdaq broke.”
Overall, KO 7th place On the list of stocks that Jim Kramer discusses. We acknowledge the possibility of KO, but our belief lies in the belief that AI stocks offer higher returns and hold a greater promise to do so within a shorter time frame. There have been AI stocks that have risen since the beginning of 2025, and the popular AI stocks have lost around 25%. If you are looking for more promising AI stocks than KOs, but are trading below 5x the revenue, check out our report on this Cheapest AI stocks.
