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.
55episodes
Episodes
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#263: How Seismic Technology Is Changing Oil & Gas Exploration | Oil & Gas Rundown LIVE
2d ago00:27:29Tap to summarizeHow is seismic technology changing the way oil and gas companies identify and develop opportunities?On this episode of Oil & Gas Rundown LIVE, Rachel Griffith is joined by King Operating COO Steve Mullican and EVP of Geology Mark Ayers to break down how seismic technology has evolved, how King used seismic at Bivins Ranch, and how drilling decisions are made when seismic data is not available.They discuss:• The evolution of seismic technology in oil and gas• How better data can improve development decisions• How seismic influenced drilling at Bivins Ranch• Lessons King is applying to future projects• How operators evaluate opportunities without seismic• The role of geology, well data, analytics and experience• Where seismic and data analytics could have the biggest impact nextOil & Gas Rundown LIVE | August 12, 2026Featuring:Rachel GriffithSteve Mullican, COOMark Ayers, EVP of GeologySubscribe for more insights on oil and gas development, operations and energy markets.#OilAndGas #Energy #Seismic #Geology #Drilling #EnergyInvesting #OilAndGasIndustry
Transcribe →#262: Oil Prices Swing on Hormuz Talks | Oil & Gas Rundown Live
1w ago00:38:09Tap to summarizeOil prices are moving sharply as the market reacts to every new development involving Iran and negotiations over reopening the Strait of Hormuz.Join moderator Rachel Griffith and King Founder and CEO Jay Young, EVP of Land and Business Development Bill Phillips and EVP of Geology Mark Ayers LIVE today at 2 p.m. CT for the latest Oil & Gas Rundown.The panel will discuss:• What current oil-price volatility is telling us• How a credible Hormuz agreement could affect oil and gasoline prices• Key takeaways from today’s EIA petroleum inventory report• The growing role of natural gas in supporting a reliable U.S. power grid• What the team is seeing at the Bivins project• Geological insights from existing Bivins wells and current data• Development progress across King Operating’s Mid-Continent projects• How geological and operational data help identify the strongest drilling opportunitiesRachel Griffith will moderate the conversation with:Jay Young, Founder and CEO of King Operating CorporationBill Phillips, EVP of Land & Business DevelopmentMark Ayers, EVP of GeologyWatch live today at 2 p.m. CT on YouTube and LinkedIn.Subscribe and turn on notifications for future episodes of the Oil & Gas Rundown.
Transcribe →#261: Could Oil Hit $200? Iran, the Energy Supercycle & What Investors Should Watch
1w ago01:05:40Tap to summarizeCould oil prices return to record highs? Are we entering a new energy supercycle? And how should investors interpret the conflicting signals coming from Iran, the United States and the global oil market?In Episode 261 of The Jay Young Show, Jay Young and co-host Jordan Soto welcome veteran energy analyst Josef Schachter, founder and editor of the Schachter Energy Report, for a wide-ranging discussion about oil prices, natural gas, geopolitical risk and the long-term investment outlook for conventional energy.Josef explains why North America remains well supplied while global oil and refined-product markets face increasing pressure. He also breaks down the potential impact of continued conflict involving Iran, the Strait of Hormuz, China, Russia and the Middle East.The conversation covers:Josef’s potential oil-price scenarios, including a broad $70–$100 trading rangeWhat could push crude oil toward $120, $150 or potentially higherWhy diesel, jet fuel and global refining capacity may be more important than crude supply aloneThe continuing power of China as a major energy buyerHow global oil inventories compare with the conditions that drove crude to $147 in 2008Why oil and natural gas demand may continue growing into the 2030sLNG exports, data centers and rising electricity demandTier-one, tier-two and tier-three drilling inventoryOpportunities in energy producers, service companies and international basinsWhy Canada and the United States remain critical sources of secure energyHow investors can evaluate energy companies based on reserves, production growth, balance sheets and drilling successJosef also shares his perspective on the internal struggle between Iran’s moderates, the IRGC and the country’s religious leadership—and why that conflict could continue creating major volatility across global energy markets.This episode’s Word of the Week is “Standout,” and Jay shares Romans 12:2 as the Bible Verse of the Week, encouraging listeners to think independently, renew their minds and look for ways to improve every day.Watch the full episode for Josef Schachter’s outlook on the energy supercycle, oil and natural gas prices, global supply and the indicators investors should be watching next. Interested in Josef Schachter’s independent energy research? Subscribe to the Schachter Energy Report and use promo code POD100 to receive a discount on your subscription.Subscribe to The Jay Young Show for conversations about oil and gas, energy investing, business, leadership and the issues shaping the global economy.Watch on YouTube and Rumble: @JayRYoungOfficial
Transcribe →#260: From Drilling to Production: What Happens After a Well Is Fracked?
2w ago00:28:23Tap to summarizeWhat does it take to move an oil and gas well from drilling through completion and into production?In this episode of the Oil & Gas Rundown Live, King SVP Rachel Griffith speaks with Kelly Duncan, EVP of Operations, and Ryan Goeres, EVP of Engineering, about the development of King Operating’s Mid-Continent wells.Kelly explains where the wells currently stand in the drilling and fracking process, how a newly drilled well is prepared for a frac job, what the operations team monitors during fracking and what makes the Mid-Continent unique.Ryan walks through what happens once the frac job is complete, including the flowback process, the path to first production and how the engineering team evaluates a well’s performance.Topics include:• Preparing a well for hydraulic fracturing• Monitoring a frac job• Mid-Continent drilling and completion operations• Flowback and first production• Reaching stable production rates• Evaluating well performanceSubscribe for more oil and gas industry updates, operational insights and market conversations.
Transcribe →#259: Oil, Inflation and the 2026 Economy with Peter Boockvar | The Jay Young Show
2w ago00:57:01Tap to summarizeWhat are oil prices, interest rates and inflation telling us about the direction of the economy?On this episode of The Jay Young Show, Jay Young and co-host Jordan Soto welcome Peter Boockvar, Chief Investment Officer of OnePoint BFG Wealth Partners, editor of The Boock Report and frequent CNBC contributor.Peter shares his perspective on the financial markets, Federal Reserve policy and the economic forces that could have the greatest impact throughout the rest of 2026. The conversation also explores recent oil-price volatility, geopolitical risk, American energy security and whether energy remains an undervalued long-term investment opportunity.The discussion covers:• The strengths and warning signs in today’s economy• Inflation, interest rates and the Federal Reserve• What recent oil-price swings are signaling• The possibility of oil returning above $100• U.S. drilling, pipelines and refinery capacity• Rising natural-gas demand from LNG exports and data centers• How investors can remain disciplined during volatile markets• Where the economy is gaining—or losing—tractionJay and Jordan also share this week’s Jay’s Weekly Five, including the Word of the Week, Bible Verse of the Week and their latest book, television and podcast recommendations.Guest: Peter BoockvarHost: Jay YoungCo-Host: Jordan SotoSubscribe to The Jay Young Show for more conversations about energy, investing, business, leadership and the issues shaping the economy.
Transcribe →#258: LIVE FROM THE OILFIELD: DRILLING, FRACKING & BUILDING VALUE IN THE MID-CONTINENT
3w ago00:20:06Tap to summarizeGo live on location with the King Operating team in Ochiltree County, Texas, for a firsthand look at active drilling and hydraulic fracturing operations.Jay Young, Founder and CEO of King Operating Corporation, joins Rachel Griffith and Steve Mullican to discuss:• Current drilling and completion activity in the Mid-Continent• How a horizontal oil and gas well is drilled and fracked• King Operating’s growing Mid-Continent acreage position• The structure and potential value of the J-Unit strategy• How producing wells and future offset locations may create divestiture opportunities• The role of tax deductions, monthly revenue and asset development in direct oil and gas programsSee the drilling rig, tour the frac site and learn how King Operating works to acquire, develop and ultimately divest oil and gas assets for its partners.To learn more about King Operating Corporation and its direct drilling programs, visit KingOperating.com and select “Learn More.”This material is provided for informational purposes only and does not constitute an offer to sell or a solicitation to purchase securities. Oil and gas investments involve risk and may not be suitable for every investor.
Transcribe →#257: $80 Oil Is Back: Iran, the Strait of Hormuz & What's Next for Energy Markets | Oil & Gas Rundown Live
Jul 1500:29:48Tap to summarizeOil prices are approaching $80 per barrel again as geopolitical tensions, global supply concerns, and uncertainty surrounding Iran and the Strait of Hormuz continue to influence energy markets.This week on Oil & Gas Rundown Live, Rachel Griffith is joined by:Jay Young, Founder & CEO, King Operating CorporationSteve Mullican, Chief Operating OfficerKelly Duncan, Executive Vice President of OperationsTopics include:Why oil is moving back toward $80Iran and the Strait of Hormuz's impact on global supplyWhat higher oil prices mean for U.S. producersOperational insights from the fieldWhat investors and energy professionals should watch nextJoin us live for practical insights into the latest developments shaping the oil and gas industry.Subscribe for weekly energy market updates, industry analysis, and conversations with experienced leaders in oil and gas.
Transcribe →#256: Oil Prices Rising Again: What It Means for U.S. Oil & Gas Investors
Jul 800:30:50Tap 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
Jul 800:48:04Tap 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
Jul 100:31:05Tap 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/
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