Every day, investors are stressing about a government shutdown, the trade situation with China and the Federal Reserve, Jim Cramer told his "Mad Money" viewers on Wednesday evening. But seemingly no one is worried about the coming flood of IPOs.

Venerable Levi Strauss was the latest company to throw its hat in the ring, but it's far from the only one. Cramer pointed out that there's a long list of IPOs waiting to go through, and because the government was shut down for so long, it created a decent backlog of companies ready to hit the public markets.

They're not small deals, either.

He highlighted a few, like Uber with a possible valuation of $120 billion, Palantir with a recent valuation of $41 billion, Airbnb at $31 billion, Lyft at $15 billion and Pinterest at $12 billion.

What do you think will happen to VF Corp (VFC) - Get V.F. Corporation Report when Levi's goes public, or to GrubHub when Door Dash and Postmates goes public?

What about cyber security plays like Palo Alto Networks (PANW) - Get Palo Alto Networks, Inc. Report and CyberArk (CYBR) - Get CyberArk Software Ltd. Report when Palantir comes out?

Circling back to Uber, Cramer said big tech stocks like Facebook (FB) - Get Facebook, Inc. Class A Report , Alphabet (GOOGL) - Get Alphabet Inc. Class A Report and Apple (AAPL) - Get Apple Inc. (AAPL) Report will likely act as a "source of funds" for big money managers looking to raise capital for an Uber allocation.

The stock market is all about supply and demand, Cramer said, and while these companies are of relatively high quality, the flood of excess supply in the market will likely cause selling pressure in all sorts of industries and sectors, he said.

Simply put, there's not enough money to fund all of these deals right now and that could really blindside this bull market, Cramer said.

Cramer and the AAP team are initiating a position in Lam Research (LRCX) - Get Lam Research Corporation (LRCX) Report . Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

Executive Decision: International Flavors & Fragrances

For his "Executive Decision" segment, Cramer sat down with Andreas Fibig, chairman and CEO of International Flavors & Fragrances (IFF) - Get International Flavors & Fragrances Inc. (IFF) Report . The stock fell 4.5% after the close when the company missed on earnings per share and revenue expectations. The stock ran up ahead of the release, and that means the selloff could be an opportunity to get long if investors have been waiting, Cramer said.

"We will deliver on our guidance," Fibig said, with the company forecasting for revenue growth of 5% to 7% and earnings growth of 10%. Its acquisition of Furtarom for $7.1 billion in 2018 will help drive some of that growth, as International Flavors & Fragrances will now have a wider customer base to reach. Innovative products and a push toward natural and organic ingredients will also help fuel growth.

The "balance sheet is good" and the company will pay down debt with its solid cash flows, Furtarom said. China and India remain "very, very strong," he added.

On Real Money, Cramer keys in on the companies and CEOs he knows best. Get more of his insights with a free trial subscription to Real Money.

The Glass Is Half Full

Because of the ongoing trade war and the hope for a soon-to-be deal between the U.S. and China, markets are in a bizarre binary moment, Cramer said. it's leaving a strange take on stocks, too.

Take a look at Cummins (CMI) - Get Cummins Inc. Report . Last week, the company missed on earnings, beat on revenue and provided a cautious outlook. The company - which once relied on China as its hottest growth market - saw its stock come under pressure until the conference call. That's when its CEO said they expect stagnate action out of Europe and India, a decline in China, but growth in Brazil and North America.

That helped ease the selling pressure, but still left people divided on the stock. Case in point: Baird analysts upgraded the stock to buy and raised its price target from $144 to $195. Conversely, Oppenheimer analysts cut the stock from a buy to hold and removed their price target.

TheStreet Recommends

Cramer pointed out that trucking orders were under severe stress following the Fed's plan to continue raising rates. However, since the Fed has walked back from that stance, heavy truck orders are likely to rebound.

Baird concedes that they might be early with their call, particularly if trucking sales don't rebound. Oppenheimer analysts acknowledged that a trade deal between the U.S. and China could reignite growth for Cummins.

So who's right? Cramer feels the glass is more half full than half empty, but says investors can get a better price on Cummins stock once we get some negative trade-deal headlines first.

Executive Decision: Tableau Software

On the show's second "Executive Decision" segment, Cramer spoke with Adam Selipsky, president and CEO of Tableau Software (DATA) - Get Tableau Software, Inc. Class A Report .

Last week, the company beat on earnings and revenue estimates and provided solid full-year guidance, but the stock was dinged after investors seemingly had trouble digesting guidance for the upcoming quarter.

We let the market take care of the stock price, Selipsky said, saying he's focused on continuing to build momentum in the business. Tableau is now up to $800 million in annual recurring revenue and continues to launch new features and products. Aside from mobile integration, one of the company's more exciting bits includes Ask Data.

Now, a user can say something like, "How were my sales last week?" and Tableau can provide a compete simple-to-digest visualized breakdown of everything. Selipsky went further, explaining the company's relationship with companies like Southwest (LUV) - Get Southwest Airlines Co. Report and Pfizer (PFE) - Get Pfizer Inc. Report .

Southwest's on-time performance tracker used to take days to put together. Now it refreshes every 15 minutes, thanks to Tableau. Pfizer uses Tableau to improve its clinical trials and patient treatments, he explained.

At the end of the day, Tableau's all about taking complex data and putting it in useable frameworks for the customer. We want to "lower the barriers to use data," Selipsky concluded.

Eureka! Shopify

On the show's "No-Huddle Offense" segment, Cramer said he had a Eureka moment after he interviewed the COO of Shopify (SHOP) - Get Shopify, Inc. Class A Report on Tuesday's episode of "Mad Money." 

Shopify isn't just a software e-commerce company, it's become the way for anyone to sell their merchandise online, Cramer said. But it's not the only one empowering entrepreneurs. Wix (WIX) - Get Wix.com Ltd. Report , Salesforce (CRM) - Get salesforce.com, inc. Report , Twilio (TWLO) - Get Twilio, Inc. Class A Report and Etsy (ETSY) - Get Etsy, Inc. Report are all making it possible for small-, medium- and large-sized businesses to grow.

But more than the large companies, Cramer said these companies may be worth more than investors realize because of the incredible things they're doing to empower small businesses, particularly Shopify.

To the small players and sole proprietors out there, business on their own may not have been possible without one or more of these companies and that certainly creates value, he concluded.

Lightning Round

In the Lightning Round, Cramer was bullish on Apple, Moderna (MRNA) - Get Moderna, Inc. Report , Canopy Growth (CGC) - Get Canopy Growth Corporation Report , Cronos Group (CRON) - Get Cronos Group Inc Report and Exelixis (EXEL) - Get Exelixis, Inc. Report .

He was bearish on Fitbit (FIT) - Get Fitbit, Inc. Class A Report , Tilray (TLRY) - Get Tilray, Inc. Report , Maxar Technology (MAXR) - Get Maxar Technologies, Inc. Report and International Paper (IP) - Get International Paper Company (IP) Report .

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