I- is a, is a buying opportunity presenting?

Uh, I personally don't think it is yet, but to be honest with you, that is then sort of trying to sort of time the, the sort of the peak in, peak in yields a little bit.

Um, but you're absolutely spot on with your question, Ben.

In terms of the losses that we will see on these, um, fixed income instruments if yields continue to move higher are far less than we would have seen in 2022, for example, when yields were very, very low for exactly the reason that you state, that we are now getting income.

You're getting more than 5% income on, say, a US 10-year Treasury, um, for example.

So the income really compensates for, um, some of that capital loss that we're seeing.

A bit of analysis we did last week was just to say, let's look across the, the major sovereign markets, for example, and say if we get over the next 12 months a, another 25 basis point increase in the 10-year, so that would take the US 10-year to a little over 5.5%, for example.

Yeah.

So what do you want to see from a rookie guard in his first camp, understanding the room he's going to have to grow? What are the principal things you're looking for then for a guy like Fernando Carmona when you're watching him play?

Yeah, he doesn't back down.

He's going against Jeff pretty much every play in practice.

He's going to win some.

If you can go out there and win versus the best, you know you're going to lose some in situational ball.

Like, yes, Jeff's supposed to win when it's one-on-one, two-minute.

He's supposed to win three out of four of those reps.

And, you know, anytime anybody starts to make that upper tier decision, contract money your performance gets additionally scrutinized your your numbers are whether they're put into correct context or taken out of context they are very much discussed uh from a from a technique standpoint from all the things that you're looking for at a starting caliber left tackle like dan moore is the team's starting tackle for at least the immediate if not the foreseeable future

Ben, based on what you've seen, what approaches are actually helping community oncology practices respond to these challenges?

Yeah, it's a tough question and an even tougher answer because everything that Les laid out really shows that community oncology has intense pressure building, not only intense pressure, not only the costs, but also at a time when inflation is on the rise.

So we've got this complex environment, this complex system becoming even more complex with new therapies, costs are rising, reimbursement is staying stagnant.

It's difficult.

It's difficult to do what physicians should be doing first and foremost, which is just treating patients and focusing on the patients.

And that's why it truly is so important to have strong partners to work with so you can focus on delivering care and not have to worry about all of the other complex webs that Les just walked through.

It's becoming much more difficult.

Ben, to close us out, if practices take away one thing from today's conversation, what should it be?

I've wrestled a, a couple of things away from him, just said, "Hey, you don't get to worry about that anymore."

Yeah, one of, one of our board directors had a great, just real simple quote when we were, um, recruiting and Mark and Carl came on board.

The, the whole idea there is for me as a CEO to work more on the business and less in the business.

And that scared me when you said that

...

I, I've been speaking with a gentleman in North Georgia that is just hell bent for elections on making sure that his grandkids can see a grouse in North Georgia.

And so we've got a forester, a position in North Georgia that's gonna help out with work in the upstate of South Carolina.

... you don't get to worry about that anymore." And-

Yeah.

One of, one of our board directors had a great, just real simple- Quote, when we were, um, recruiting and Mark and Carl came on board, that, the whole idea there is for me as a CEO to work more on the business and less in the business.

And that scared me when you said that

...

I, I've been speaking with a gentleman in North Georgia that is just hellbent for elections on making sure that his grandkids can see a grouse in North Georgia.

And so we've got a forester, a position in North Georgia that's gonna help out with work in the upstate of South Carolina.

But really being able to know exactly what all five spots everybody has has been really good for me.

Yeah, I could definitely tell you felt comfortable sitting down in some different zone coverage when they were popping out a double mug.

Yeah.

And he delivering the ball right there for you, squeezing down, getting down and not taking the shot.

That is, people don't understand, that is smart football.

Yeah.

Like not taking the extra hit when it's not there, getting the third down and keeping the chains moving.

So always trying to stay in the best shape as possible.

Jeff

was by far the best on the interior.

Jeff or Jarrell, I would think, yeah.

Jarrell was quick, but he knew how to practice.

Like, Jarrell wasn't going to bull rush you in helmets.

Jeff does the same thing every time.

Like, he's got an attitude.

So always trying to stay in the best shape as possible.

be? I'm curious, why do you say that about Jeff, built for this defense? Like what about Jeff makes him built for this defense?

He's explosive, he's powerful, and he loves playing upfield.

Like in other defenses, he's having to play two hands in your chest.

He has two gaps.

He's playing an assignment on first and second down.

Now he can penance his ears back.

and let go.

How long did it take making that transition from Houston to Tennessee? How long until you felt totally comfortable with how Russ Grimm wanted to operate and the offensive scheme playing center in 2016?

be? I'm curious, why do you say that about Jeff, built for this defense? Like what about Jeff makes him built for this defense?

He's explosive, he's powerful, and he loves playing upfield.

Like in other defenses, he's having to play two hands in your chest.

He has two gaps.

He's playing an assignment on first and second down.

Now he can penance his ears back.

and let go.

How long did it take making that transition from Houston to Tennessee? How long until you felt totally comfortable with how Russ Grimm wanted to operate and the offensive scheme playing center in 2016?

curious, why do you say that about Jeff, built for this defense? What about Jeff makes him built for this defense?

He's explosive, he's powerful, and he loves playing upfield.

In other defenses, he's having to play two hands in your chest.

He has two gaps.

He's playing an assignment on first and second down.

Now he can penance his ears back.

and let go.

How long did it take making that transition from Houston to Tennessee? How long until you felt totally comfortable with how Russ Grimm wanted to operate and the offensive scheme playing center in 2016?

But tell our listeners a little bit more about what is kind of the America 250 initiative this year.

Sure.

Well, a little backstory or history, which is what I'm good at.

The Congress set up the America 250 Foundation in 2016.

And at the national level, they've been gathering partners, sponsors, and as well as planning events.

They have a fantastic, robust website.

That's America250.org.

ask you anyway, so.