here with david steinberg. it began with ricky gervais.it about your version, he was more empathetic. you wanted to create somebody who could run for seven series, rather than this 12 program thing that ricky came up with. tell me about that. >> he knew that the run would be limited and he could play this guy that was just insufferable. a truly terrible person. >> no redeeming features? >> not that we could see. >> yours did. i liked it. >> i did feel ultimately ultimately -- television, people are -- i know it sounds like a cliche, they are inviting them into your homes every week, they are inviting these characters into their living rooms, so they don't want complete jerks in their living rooms. i thought, in order to make it a little more palatable, you had to see a bit more of the human. >> has it been a wrench leaving? i know you're e-mailing your colleagues back filming without you. it's strange losing the star of the show. >> i miss my relationships there. i just saw everybody at the screen actor guilds awards for the first time in

hollywood veteran david steinberg who directed "seinfeld" and "curb your enthusiasm" appeared with steve night. what trio does he think has a place in presidential politics? >> this is a gift from god to comedians from the likes of which is unheard of. it will be a ship of fools that is unbelievable. i used to have a theory i took almost through all the presidencies. it's like the three stooges. you're either a moe, who is in charge, or a larry who wants to be a moe, or you're curly who is nuts and totally just off the page. this is all curlys. >> think about it. it's a bad sign when being compared to larry or moe of the three stooges would be a step up for a candidate. next up, it's comparisons like that one that has some people thinking isn't there anyone else out there? indiana governor mitch daniels is one of the names that's floated as a late entry to the republican race. any chance he's reconsider after initially choosing not to take the plunge? here's what he told reporters in his home state yesterday. >> i would like to participate. i'd like to help fashion a winning race. >> not

let's ask david steinberg, $250 million in assets under management. up 16% year-to-date. and sandy lincoln with bml asset management. welcome to "power lunch," gentlemen. nice to see you again. >> thank you. >> david, i'm going to start with you. you were bullish early and paid the price for that when we had a lot of volatility. as we've noted you've now moved up to a gain of 16% year over year. are you satisfied where you are? >> i like to look at this as risk. if you put opportunity on and there is opportunity out there and it continues to be out there. the risk aversion that took place to what was going on in europe and greece moved lots of money into bonds. and, you know, basically bonds are probably overvalued and people are paying too high of a price to feel safe. and valuations both in the united states, emerging markets, small cap, large cap around the world are just extreme. and due to that psychological difference in income and businesses are, you have to put opportunity on here. >> sandy, i noticed from my notes that you think the headwinds have lightened a litt