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
Newest firstAll episodes
#243: Inside Oil & Gas Operations: Land, Reservoir Engineering & Project Evaluation
Apr 2900:26:56Tap to summarizeWe’re back live after taking last week off, and this week King Operating Corporation COO Steve Mullican is filling in for Rachel Griffith.Steve will be joined by Aaron Ledyard, King’s Land Manager, and Ian Crane, King’s Senior Reservoir Engineer, who is joining the live for the first time. They’ll discuss what happens behind the scenes in oil and gas operations, including land work, reservoir engineering, project evaluation, and how teams work together before drilling and development move forward.This is a simple, practical conversation for anyone who wants to better understand how oil and gas projects are evaluated, what reservoir engineers look for, why land work matters, and how operations teams make decisions in today’s energy market.Rachel Griffith will be back next week and will also be part of our upcoming panel webinar on Thursday, May 14, featuring John Mauldin and Dan Steffens. The webinar will cover oil and gas pricing trends, market outlook, and investment strategy.Topics covered:Oil and gas operations, land management, reservoir engineering, energy investing, oil prices, project evaluation, drilling decisions, private energy investments, and the current oil and gas market.
Transcribe →#242: FCA, Faith & Leadership: Bo Fowler on Building a Game Plan for Life | The Jay Young Show
Apr 2901:06:22Tap to summarizeWhat does it mean to have a real plan, not just for business, sports, or success, but for your faith and purpose?In this episode of The Jay Young Show, Jay Young and Jordan sit down with Bo Fowler, North Texas Multi-Area Director for the Fellowship of Christian Athletes (FCA). Bo shares his journey from growing up on a family farm in Georgia to playing football at the University of Georgia, joining FCA and now leading ministry efforts across North Texas.Together, they discuss prayerful planning, faith-based leadership, coaching, mentorship, youth sports, and how FCA is helping coaches and athletes find identity, purpose, and community through Christ. This conversation is about more than athletics. It’s about building a life rooted in faith, discipline, humility and service.Segment Timestamps:00:00 – Intro and welcome to The Jay Young Show03:00 – Jay’s Weekly Five: Word of the Week — “Plan”09:35 – Meet Bo Fowler and the mission of Fellowship of Christian Athletes24:30 – Bo’s background: Georgia football, family legacy, and FCA beginnings42:10 – What FCA huddles look like on campuses across North Texas51:30 – The anxiety facing today’s young athletes1:02:20 – What FCA needs most from the community1:15:20 – FCA camps, scholarships, and youth development1:29:15 – A powerful South Dallas FCA story1:34:30 – FCA’s future vision and sports ministry facilities1:42:30 – Bo’s advice to his 18-year-old self1:57:00 – Closing prayer and final thoughts
Transcribe →#241: Rob Thummel on Oil Prices, Natural Gas, LNG & AI Energy Demand | The Jay Young Show
Apr 2201:06:37Tap to summarizeIn this episode of The Jay Young Show, Jay Young and co-host Jordan Soto sit down with Rob Thummel of Tortoise Capital to break down the biggest trends shaping oil, natural gas, LNG exports, energy investing, and the future of AI-driven power demand. From the long-term outlook for crude oil prices to the growing role of natural gas in data centers and grid modernization, this conversation covers the forces driving the energy market right now. Rob shares his take on why energy remains essential to global growth, how oil and gas investors should think about 2026 and beyond, why LNG has become a global story, and how AI infrastructure could become a major tailwind for U.S. natural gas demand. Jay and Jordan also dig into California refining issues, global supply pressures, capital discipline, and what opportunities may still exist for investors who feel like they missed the last run in energy. In Jay’s Weekly Five, Jay and Jordan talk about the word of the week, which is secure, and how preparedness, confidence, faith, and fundamentals help leaders and investors stay steady in uncertain markets. Topics covered:oil prices, natural gas prices, LNG exports, AI infrastructure, data centers, utilities, energy investing, energy stocks, Tortoise Capital, crude oil outlook, WTI, Brent, energy market trends, capital discipline, refinery news, investor strategyTimestamps00:00 Intro00:45 Welcome back to The Jay Young Show01:20 Meet Rob Thummel of Tortoise Capital02:30 Why energy is still essential for global growth05:10 Oil supply, rig counts, and why underinvestment matters07:20 Rob on negative oil prices in 2020 and investor opportunity10:00 Why U.S. oil and natural gas exports matter12:20 LNG exports and why natural gas is now a global commodity16:00 The Aubrey McClendon / Cheniere LNG story18:10 Why data centers could drive major natural gas demand21:30 AI, utilities, grid modernization, and behind-the-meter power25:20 Rob’s oil outlook: cyclical move or structural shift?28:30 California refining, refinery closures, and fuel price pressure32:10 Global oil supply risk and where future barrels may come from36:20 Rob Thummel’s long-term oil price outlook38:10 Have investors already missed the energy opportunity?41:10 Tortoise Capital, energy funds, and investor access43:30 Jay’s Weekly Five44:00 Word of the Week: Secure47:30 Bible verse: Deuteronomy 31:649:10 Book recommendations52:00 TV recommendations54:10 Podcast recommendations58:00 Final thoughts and wrap-upHighlight Timestamps02:30 “Energy is pretty important” — why Rob says investors still need exposure07:20 Rob reacts to negative oil prices and what smart investors learned12:20 Why LNG changed the natural gas game globally18:10 Jay’s thesis: data centers could trigger a big natural gas jump21:30 Who pays for power demand from AI data centers?25:20 Rob explains why higher oil prices may be structural, not temporary36:20 Rob’s “Goldilocks” range for oil prices38:10 What Rob says to investors who think they missed the move44:00 Jay’s Weekly Five: the power of being secure in uncertainty47:30 Deuteronomy 31:6 and staying strong under pressure
Transcribe →#240: Why Oil Is Above $90 | Tax Day Moves & Oil and Gas Strategy
Apr 1500:30:44Tap to summarizeOil is still above $90, and there is a lot going on behind the headlines.In this live Oil and Gas Rundown, Jay Young breaks down what is really keeping oil prices elevated, how much of today’s price is driven by actual supply loss versus geopolitical risk, and what prolonged tension in the Strait of Hormuz could mean for gasoline prices, inflation, and the broader economy.Joining Jay are Rex Gifford, EVP of Tax, and Bill Phillips, EVP of Land and Business Development, for a conversation on both the market and the investor side of oil and gas.In this live discussion:What is really driving oil above $90Supply disruption vs. geopolitical risk premiumWhat Middle East instability could mean for the U.S. economyWhether U.S. producers can realistically make up the differenceWhat increases the value of acreage and leasehold todayHow land strategy affects the long-term value of a drilling programWhat investors should be asking now after a big tax billProactive tax planning moves to consider before 2027What to do over the next 6 to 12 months to be better positionedWebinar update:Our tax webinar featuring Tax Strategist Ed Lyon has been moved to April 28 at 2:00 p.m. CT. To register: https://kingoperating.zoom.us/webinar/register/5017756732935/WN_lQgnuT9fQDypa8ISjcjJTg or email theupside@kingoperating.com.
Transcribe →#239: Floyd McClendon on Navy SEAL Leadership, Faith, and the Race for Mayor
Apr 1501:00:27Tap to summarizeIn this episode, Jay Young and Jordan sit down with Floyd McClendon, a Navy SEAL veteran, author, speaker, and mayoral candidate, to talk about leadership, faith, service, discipline, community growth, and purpose.Floyd shares the life lessons he learned in the military, the mindset behind his “Seven Principles Preparing for Battle,” and how those principles now guide his leadership in business, personal growth, and politics. He also explains why he decided to run for mayor, what responsible growth looks like for a small city, and how strong leadership can shape the future of a community.Jay and Floyd also discuss:Navy SEAL leadership lessonsservant leadership and faithlocal government and responsible growthcampaign pressure and staying mission-focusedfamily, purpose, and resilienceoil prices, energy markets, and U.S. oil and gasownership, accountability, and long-term successIf you enjoy conversations about leadership, entrepreneurship, faith, public service, and oil and gas, this episode is for you. Timestamps:00:00 Intro and welcome01:10 Meet Floyd McClendon: military, leadership, and service03:00 Writing, speaking, and the “Seven Principles Preparing for Battle”06:15 Commitment, sacrifice, and putting your house in order10:30 Faith, purpose, and leadership in everyday life14:20 Why Floyd is running for mayor18:10 The 90-day plan: auditing leadership, finances, and city operations22:40 Responsible growth, infrastructure, and preserving community identity28:00 Growth, empowerment, and what leadership feels like to others33:20 Staying mission-focused through criticism and political pressure39:10 Building community, family events, and supporting local business44:00 Rapid-fire questions: leadership, faith, toughness, and hope49:30 Oil markets, Middle East disruption, and why prices could rise55:10 Word of the week: ownership58:00 Book recommendations, Landman, and closing thoughts
Transcribe →#238: LIVE: Why Oil Dropped Today, but Staying Above $90 Still Matters
Apr 800:30:58Tap to summarizeOil dropped today, but it’s still above $90, and that still has major implications for the economy, consumers, drilling activity, and the oil and gas industry.Join Rachel Griffith, Jay R. Young, Steve Mullican, and Mark Ayers live as they break down what moved the market, what $90 oil means right now, and how new geology technology is changing the way operators make decisions in the field.From crude oil prices and inflation to drilling response times and modern geological tools, this live conversation covers what matters most in oil and gas today.Click here to purchase Jay's book, "The Upside of Oil and Gas Investing": https://a.co/d/0eqQpTsx
Transcribe →#237: Sean Brown on Veteran Suicide Prevention & Service Dogs | The Jay Young Show
Apr 800:14:42Tap to summarizeIn this special episode of The Jay Young Show, filmed live from NAPE Expo, Jay R. Young and co-host Jordan Soto sit down with Sean Brown, Director of Missions and Awareness at Dogs Inc., for a powerful conversation about veteran transition, mental health, and the life-changing impact of service dogs. Sean shares his personal story of serving overseas, returning home, and struggling to reconnect with purpose after military life. He explains how service dogs can help veterans regain structure, stability, and mission, and why that support can be critical in the fight against veteran suicide. The episode also explores why Dogs Inc. is bringing this message to the energy industry at NAPE, where many veterans have built careers after service. Check out this short by Dogs Inc. on YouTube that has over half a billion views: https://www.youtube.com/watch?v=07d2dXHYb94 This episode covers: Veteran mental health and transition to civilian life, How service dogs help restore purpose and independence, The mission of Dogs Inc. Why this conversation matters in the oil and gas industry: Leadership, service, and giving back. Watch, share, and join us in supporting the people and organizations making a real difference.
Transcribe →#236: Oil & Gas Weekly Rundown 4.1.26
Apr 100:30:44Tap to summarizeJoin King Founder and CEO, Jay Young, along with Rachel Griffith, Mark Ayers, and Bill Phillips for a live Q&A and oil and gas rundown. Get insights on some of the latest news in the oil and gas industry.More information:https://KingOperating.com
Transcribe →#235: Paul Bennett on Self-Storage Investing, Real Estate Cycles, and Alternative Asset Wealth Building
Apr 101:14:49Tap to summarizeWhat makes self-storage one of the most resilient investment sectors in real estate? In Episode 235 of The Jay Young Show, Jay Young and Jordan Soto sit down with Paul Bennett of AAA Storage to break down market cycles, alternative assets, investor returns, and why disciplined operators win over time.Paul shares how he got started in real estate syndication, the biggest lessons he learned over a 45-year career, and how financial strength, disciplined investing, and the right partnerships help investors survive downturns and capitalize on opportunity.The conversation dives into self-storage development, small bay industrial, private market investing, risk vs. return, IRR expectations, and what young investors often get wrong when evaluating deals. Paul also explains AAA Storage’s current fund strategy, how ground-up development creates value, and why he believes self-storage remains one of the most resilient sectors in real estate.If you’re interested in real estate investing, alternative investments, private equity, self-storage funds, wealth building, and market cycle strategy, this is an episode you do not want to miss.Topics covered in this episode:Self-storage investingReal estate syndicationAlternative assetsPrivate market investingMarket cycles and downturnsSmall bay industrialFund structure and investor returnsWealth building strategiesRisk management in real estateLessons for young investorsTimestamps / Chapters00:00 Intro to The Jay Young Show01:05 Jay welcomes Jordan Soto and talks weather in Colorado and Dallas02:10 Introducing Paul Bennett of AAA Storage03:20 Paul Bennett’s background and how he got started in real estate syndication07:10 Reinventing through market shifts and downturns10:00 Lessons learned from a 45-year career in real estate13:05 Why financial strength matters in every market cycle16:00 How adversity creates opportunity in self-storage19:10 Inside AAA Storage Growth Fund 222:10 Ground-up development, Texas markets, and small bay industrial25:15 Why Paul stays focused on fundamentals instead of trends28:05 Institutional buyers, RV and boat storage, and exit strategy31:20 Expected returns, IRR, and how investors get paid35:10 Capital calls, timelines, and fund structure38:00 What young investors underestimate most41:15 Why sponsor quality matters more than flashy returns44:00 The future of self-storage and why the sector remains resilient
Transcribe →#234: Oil & Gas Weekly Rundown 3.25.26
Mar 2500:27:35Tap to summarizeJoin Rachel Griffith, Aaron Ledyard, and Mark Ayers for a live Q&A and oil and gas rundown. Get insights on some of the latest news in the oil and gas industry.More information:https://KingOperating.com
Transcribe →