i worked for a guy in wisconsin named david haro, a great friend and mentor to me. he and morris mark shaved what i have become as an investor. have 6.5 billion under management now. our 17th year.n we started with an investment philosophy that i call quality value. i think it goes back to the two people i mentioned before. haro, a classic value investor, a contrary in, and morris mark, a deeply search and growth investor. i like the intersection of those two things. sometimes stocks that are cheaper are cheap for a good reason. i wanted us to be not only investing in high-quality businesses, but in an organization that had a great repetition. we have a great culture at eminence. we have our research team that has an average of nine years, which in this business is really impressive. i love going to work every day. anthony: so what motivates you now? kyle: i like to win. having any losses on your card drives you anymore -- even more. announcer: lycos on facebook and -- like us on facebook and follow us on twitter and instagram. anthony: drive, passion, purpose, just

we will have michael holland of holland and company. , and david haro of oakmark.s numbers, breaking those at 8:30 eastern time. we will also be joined by alan krueger, former president of the council on economic advisers to the president. we will be delighted to join you for a simulcast of your radio show with bill gross. all of that coming up on "bloomberg ." tom: carl riccadonna has important insight today. i want to cut right to the chase. you may see a 4.9% unemployment rate. what is transient here is for the wrong reasons. are crossing below 5% sometime soon, and the risk is today. the fed expects the unemployment rate to level out around 4.7% by the end of this year and holding that level for three years. we have never seen that amount of stability on the unemployment rate. a number ofing for reasons, some good and some bad. the bad being the participation issues. we are blowing through full employment. that will increase wage inflation, and that is a game changer for 2016. everyone is looking at the past years as a tied for future growth. tom: i get mor