joining us now exclusively is bob olstein, chairman and chief investment officer of olstein capital managementcome back, bob. >> thanks, bill. thanks, kelly. >> first of all, there's a lot of people sitting here today worried about what it could mean interest rates are moving higher. why do you say people not only shouldn't be too worried but this could boost the stock market next year? >> earnings or free cash flow control valuations. if the economy is not turning and if the economy turning, you have to get higher interest rates. i think there's going to be a slowrderly march up the next three yours toward 4% on a ten year. if it doesn't happen, i'm concerned. that means the economy is not growing and maybe there's more overvaluation here than i think. that's what i'm looking for. slightly higher interest rate. slow march upward. nothing catastrophic. >> it's really what the rise in rates signifies to you that would be a boost for stock market. it just means the economy is finding, you know, picking up some steam here. >> right. if the economy doesn't pick up, how are you going to justify the