joining us is jamie dinan.r management and was up 21% last year. an an annualized basis, they came up 14% since its inception. great to have you. >> great to be here. >> you are somebody we've been wanting to talk to, wanting to sit down with, because you look at things in a great way. you have a phenomenal track record. why don't you tell us about what you're seeing right now. people have been concerned about the situation in ukraine. are you? >> whenever you hear boots on the ground you have to be concerned obviously over the weekend we heard boots on the ground and you saw reactions worldwide monday. hopefully we dodged a bullet, no pun intended on this one. it seems like things have calmed down a bit. i would caution, this is a very emotional thing. people are looking at this clinically. i think there's a lot of emotion. i think putin feels strongly about russia's role in the world. don't discount the -- what i would call the volatility of emotions. >> if we take geopolitics out of the situation for the mom

stock picks from jamie dinan. all that is on squawken cnbc.com. i think the whole jumble thing is up in the air, isn't it, becky? we're 1-1. everything is riding on today. no pressure. >> no. >> although today will decide the winner for the week. >> you usually try not to come up for the show on friday. >> we'll do it right here on the set. i have something else to do today, but we'll do it right here on the set. >> you were down 3-1 on friday and i didn't see you on friday. >> what happens when you trash talk, joe? >> sometimes i lose. >> choke. >>> anyway, pimco's co-founder bill gross is accusing mohammed el-erian of seek to go undermine him. he said he had evidence that el-erian wrote the february 24th article in the journal that describe the tensions between the two last year, including a show ondown in front of other pimco employees at the headquarters. bill told reuters, quote, i'm stick of mohammed trying to undermine me. a pimco spokesman says mr. gross did not make the statement reuters attributes to him. he categorically denied saying t