Podcast
The Jay Young Show
Hosted by Jay Young · EN
Join Jay R. Young, who is part of four generations in the oil and gas industry, as he explores leadership and entrepreneurship, including in the oil and gas industry on The Jay Young Show. With deep family roots and industry experience, Jay delivers valuable insights on minimizing risk and maximizing returns. Each episode features engaging discussions on leadership principles, innovative investment strategies, and the latest industry trends. As the Founder and CEO of King Operating Corporation and author of the Forbes Book, "The Upside Of Oil And Gas Investing" Jay provides a unique blend of wisdom and cutting-edge thinking. Whether you’re an investor, industry professional, or curious about petroleum, tune in to gain actionable insights and thrive in the energy sector.
48episodes
Episodes
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#256: Oil Prices Rising Again: What It Means for U.S. Oil & Gas Investors
2w ago00:30:50Tap to summarizeWTI prices are moving higher again, bringing new attention to the opportunity in U.S. oil and gas investing. In this episode of Oil & Gas Rundown Live, host Rachel Griffith is joined by Rex Gifford, EVP of Tax for King, and Mark Ayers, EVP of Geology, to discuss what rising oil prices mean for investors, why project quality and operator experience still matter, and how direct oil and gas investing compares to public energy stocks.The conversation also breaks down simple tax questions investors should ask before getting involved in oil and gas, including the difference between tax deductions and actual investment returns, common misconceptions, and why tax advantages should never replace strong investment fundamentals.
Transcribe →#255: Why Oil Prices Could Spike Fast: Dan Steffens on WTI, Brent, Natural Gas & U.S. Energy Supply
2w ago00:48:04Tap to summarizeIn this episode of The Jay Young Show, Jay Young and guest co-host Rachel Griffith sit down with Dan Steffens, President of Energy Prospectus Group, to break down why oil prices are lower than expected and why they could move higher quickly.Dan explains the factors impacting WTI and Brent oil prices, including China’s inventory moves, the Strait of Hormuz, U.S. oil inventories, refinery capacity, Cushing storage levels, the Strategic Petroleum Reserve and the difference between the paper oil market and the physical oil market.The conversation also covers natural gas, LNG exports, AI data center demand, U.S. energy independence and why domestic oil and gas production remains critical in today’s global market.Key topics:• Why oil prices are lower than expected• How the Strait of Hormuz impacts global supply• Why Cushing storage levels matter• The difference between physical oil and paper trading• What could push WTI and Brent higher• Natural gas demand, LNG exports, and data centers• Why U.S. energy assets matter for investorsSubscribe to The Jay Young Show for more conversations on oil and gas, energy markets, investing, leadership, and business strategy.#JayYoungShow #OilAndGas #EnergyMarkets #WTI #BrentCrude #NaturalGas #LNG #EnergyInvesting #OilPrices #DanSteffens #JayYoung #KingOperating #USOil #EnergyIndependenceSuggested highlighted moments/chapters:0:00 — Why Are Oil Prices Down?3:15 — China, Iran Sanctions & Strait of Hormuz Supply7:45 — Refineries Running Near Full Capacity11:30 — Why the U.S. Is Energy Interdependent16:00 — Cushing Storage and the Risk of Higher Oil Prices23:30 — Paper Oil Market vs. Physical Oil Market30:15 — Natural Gas Outlook and LNG Demand35:30 — AI Data Centers and Future Power Demand40:15 — Why Domestic Energy Assets Matter44:00 — How to Follow Dan Steffens and EPG
Transcribe →#254: Oil Prices, Land Strategy & Drilling Advancements
3w ago00:31:05Tap to summarizeIn this episode of Oil & Gas Rundown Live #254, host Rachel Griffith, King Operating SVP, is joined by Jay R. Young, Founder & CEO, Aaron Ledyard, Land Manager, and Mark Ayers, EVP of Geology, for a timely discussion on today’s oil and gas market.The conversation covers why oil prices may not be reacting the way many expected, what it takes to acquire and develop land for drilling, the importance of strengthening U.S. energy independence, and how geological advancements are helping operators identify opportunities beyond the Permian Basin.From market uncertainty to land acquisition and modern drilling strategy, this episode breaks down the factors shaping America’s energy future.Learn more about King Operating: https://kingoperating.com/
Transcribe →#253: Why King Chose the Mid-Con: Drilling Strategy, Process & Project Update
4w ago00:34:01Tap to summarizeIn this Oil & Gas Rundown, Host Rachel Griffith, Jay Young, Kelly Duncan, and Bill Phillips discuss King Operating’s Mid-Con project and what makes this region such an attractive place to drill.Jay breaks down why the Mid-Continent region stood out from a strategic, geological, and economic perspective. Kelly walks through the drilling process, including how wells are planned, drilled, and monitored in the field. Bill explains what it takes to secure drillable locations, from acreage and surface access to permitting and regulatory steps.This conversation gives an inside look at how King evaluates opportunities, prepares locations, and executes drilling projects in the Mid-Con.
Transcribe →#252: The Macro Reset: Hormuz, OPEC, Inflation, and the AI Earnings Boom What happens when oil, inflation, the Fed, AI, and the stock market all collide?
4w ago01:09:31Tap to summarizeOn this episode of The Jay Young Show, Jay Young and Jordan Soto are joined by Jay Hatfield, CEO and founder of Infrastructure Capital Advisors, to break down the biggest macro themes investors are watching right now: oil price volatility, the Strait of Hormuz, OPEC supply, inflation expectations, possible Fed reform, rate cuts, AI-driven earnings, and where the market could go next.From energy security to market psychology, this conversation helps investors, business owners, and energy professionals understand what today’s headlines could mean for the next 30 days, the next 12 months, and beyond.
Transcribe →#251: Oil & Gas Rundown LIVE: From Prospect to Production
Jun 1000:30:49Tap to summarizeIn this episode of Oil & Gas Rundown Live (part of The Jay Young Show), host Rachel Griffith is joined by Mark Ayers, EVP of Geology, and Ryan Goeres, EVP of Production, for a field-focused conversation on what happens before, during, and after a well is drilled. They break down how geology and engineering work together, what production really means, and why responsible U.S. oil and natural gas development remains critical as domestic demand and production continue to grow.
Transcribe →#250: Elvis Andrus on Faith, Baseball, Family & Finding Purpose
Jun 1001:12:19Tap to summarizeIn this milestone 250th episode of The Jay Young Show, Jay Young and co-host Jordan Soto sit down with Texas Rangers legend Elvis Andrus and Pastor Jack Graham for a powerful conversation about faith, baseball, family, leadership, and purpose.Elvis shares his journey from growing up in Venezuela to making it to Major League Baseball, the mindset that helped him push through challenges, and the role faith plays in his life today. The conversation also includes stories from the Texas Rangers clubhouse, lessons from teammates and mentors, and reflections on staying grounded through success, failure, and change.This episode is about more than baseball. It is about perseverance, humility, community, and keeping your eyes on what matters most.Watch the full episode on YouTube @JayRYoungOfficial, Rumble, or wherever you listen to podcasts.Featured Guests:Elvis AndrusPastor Jack GrahamHosted by:Jay YoungJordan SotoKey Moments:00:00 — Welcome to Episode 25008:45 — Elvis Andrus on growing up in Venezuela17:30 — Protecting the dream and pushing through challenges29:00 — Elvis opens up about faith, family, and purpose34:00 — Nelson Cruz, Adrian Beltre, and Rangers clubhouse stories56:30 — Faith inside Major League Baseball1:18:00 — Staying humble, grounded, and surrounded by the right people1:42:00 — Advice Elvis would give his younger self
Transcribe →#249: Oil & Gas Industry Update: Market Trends, Operations & What Producers Are Watching
May 2000:28:24Tap to summarizeJoin us for this week’s oil and gas live discussion hosted by Steve Mullican, COO, filling in for Rachel Griffith. Steve is joined by Mark Ayers, EVP of Geology, and Kelly Duncan, EVP of Operations, for a simple, industry-focused conversation on what oil and gas companies are watching right now.In this live, we cover key topics like current market conditions, operator challenges, field efficiency, commodity prices, drilling decisions, well performance, and how geology and operations work together in today’s energy environment.We’ll be taking a short break from our regular lives, but we’ll be back on Wednesday, June 10.Before then, join us next Wednesday at 11 a.m. CT for our webinar with Mark Ayers and Rachel Griffith titled “The Power Basins: Where Oil Companies are Drilling for Returns.”Sign up: https://kingoperating.zoom.us/webinar/register/5017792794021/WN_OH50a1GlTa6xHG762_Su1g
Transcribe →#248: Purpose, Portfolios & the Oil Market: A Conversation with Rob Haworth
May 2000:44:17Tap to summarizeJay Young and Jordan Soto sit down with investment strategist Rob Haworth to discuss today’s market environment, oil prices, inflation, interest rates, energy exposure, and how investors can think about opportunity and risk. The episode also ties into the word of the week — purpose — with a conversation on leadership, adaptability, and staying focused in changing times. Timestamps:00:00 — Opening, word of the week: Purpose, and Jay/Jordan’s weekly discussion22:00 — Rob Haworth joins and shares his background in investment strategy29:00 — Oil prices, inflation, interest rates, and the current market outlook43:00 — Staying strategic through advisor feedback, client conversations, and collaboration48:00 — What investors may be underestimating right now56:00 — Energy exposure, inflation hedging, and investing in oil and gas1:07:00 — Has inflation changed since 2020? Rob breaks down what may be temporary vs. persistent1:23:00 — Rob’s advice to his 18-year-old self: keep growing, stay flexible, and keep learning
Transcribe →#247: Oil Prices Near $100, Gas Prices & Natural Gas Demand | Oil & Gas Rundown LIVE
May 1300:30:17Tap to summarizeOn this episode of Oil & Gas Rundown LIVE, host Rachel Griffith is joined by Jay Young, Founder & CEO of King Operating Corporation, Mark Ayers, EVP of Geology, and Bill Phillips, EVP of Land and Business Development.The team discusses what is driving oil prices back near the $100 range, what consumers and investors should watch in the weeks ahead, and what falling crude and gasoline inventories could mean heading into summer driving season.They also break down why natural gas remains one of the biggest energy stories right now as power demand grows from data centers, electrification, and infrastructure needs.Plus, Mark Ayers shares how geology has changed over the last 10–20 years, and Bill Phillips discusses what King sees in the Bivins and Mid-Con areas from a land and business development perspective.Topics include:Oil prices near $100Gas prices at the pumpU.S. crude and gasoline inventoriesSummer driving seasonNatural gas demandData centers and power demandModern geology and better drilling dataBivins and Mid-Con development opportunitiesHow land, geology, and operations work together before drillingDon’t miss our panel webinar tomorrow with King Chief Economist John Mauldin and EPG’s Dan Steffens as they discuss what’s next for oil and gas, market prices, and where opportunities may be headed.
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