The Jay Young Show

Jay Young

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.

  1. 19H AGO

    Ep. 224: Are We Early or Late in the Energy Cycle? Oil & Gas Investing in 2026 with Robert Thummel

    The energy markets are shifting again. In this episode of The Jay Young Show, Jay Young sits down with Robert Thummel, Senior Portfolio Manager at Tortoise Capital, to break down where oil and gas investing stands heading into 2026. Are we early, mid, or late cycle in energy?Is capital discipline real this time?What metrics actually matter when evaluating energy investments today, free cash flow, balance sheet strength, production growth? Rob shares macro insights on: The current energy investment cycleKey indicators impacting oil & gas markets over the next 12–24 monthsHow investors should position energy within a diversified portfolioWhere the biggest disconnect exists between media headlines and market fundamentalsOne contrarian view most investors are missingWe also cover breaking oil & gas news: California refinery shutdowns and what shrinking refining capacity means for gas prices  Valero’s Benicia refinery closure Phillips 66 layoffs in Los Angeles The broader impact of regulatory costs on domestic energy infrastructurePlus: Jay’s Weekly FiveWord of the Week: Determination Energy cycles test patience. Markets test conviction. Discipline and long-term thinking separate successful investors from reactive ones. If you follow oil prices, energy stocks, capital markets, or macro investing trends, this conversation is for you.  Subscribe for weekly insights on oil, gas, capital markets, and long-term investing strategy.

    59 min
  2. FEB 4

    Ep. 220: Groundhog Day, Macro Risk & Market Distraction | Peter Boockvar on Focus, Inflation & What Investors Are Missing

    In this episode of The Jay Young Show, Jay Young and Jordan Soto sit down with renowned macro strategist Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners and author of The Boock Report, for a no-nonsense conversation on markets, risk, and the cost of distraction. We kick things off with Oil & Gas News, as Groundhog Day brings another extended winter forecast. With Punxsutawney Phil calling for more cold, energy markets are feeling the impact—firm natural gas and power demand, delayed storage rebuilds, and tighter conditions heading into late winter and early spring. From there, we zoom out to the big picture:Are markets being driven by fundamentals, or by central banks?Is inflation really beaten, or just hiding?And what signals are investors ignoring while chasing headlines?  Topics Covered: Extended winter, energy demand, and near-term pricing pressureThe biggest macro risk investors are underestimatingHigh interest rates: breaking the system or exposing weakness?Stocks priced for reality vs. hopeWhat gold may be signaling that equities aren’tThe single word that best describes today’s market Jay’s Weekly Five Word of the Week: DistractionAnything that pulls your attention away from what actually moves the needle. Bible Verse of the Week:Proverbs 4:25–27 — A reminder to stay focused, disciplined, and intentional. Books of the Week: Deep Work by Cal Newport — eliminating distraction to create real progressEssentialism by Greg McKeown — doing fewer things betterRecommended Podcast:The All-In Podcast — long-term thinking, conviction, and cutting through the noise. TV Shows of the Week: Survivor — distraction gets you voted offThe Bear — discipline, repetition, and focus under pressureIf you’re an investor trying to stay grounded in reality—not headlines—this episode is for you.

    42 min

Ratings & Reviews

5
out of 5
15 Ratings

About

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.