The Jay Young Show

Gas prices are climbing again, and the impact is being felt by American households, small businesses, and the broader economy. In this live Oil & Gas Rundown, host Rachel Griffith is joined by Jay R. Young, Founder and CEO of King Operating Corporation, and Eric Rice, EVP of Strategic Partnerships, to break down what is driving prices higher and what it could mean next.

Jay and Eric discuss rising prices at the pump, crude oil volatility, global supply disruptions, the Strait of Hormuz, tightening U.S. gasoline inventories, inflation concerns, transportation costs, and why energy security remains a major issue for the American economy.

They also preview next week’s timely webinar featuring John Mauldin and Dan Steffens, where they will dive deeper into what is happening in oil, what it means for the economy, and what investors should be watching next.

Register for the upcoming webinar here: https://kingoperating.zoom.us/webinar/register/4017774723663/WN_fnTkrou-ReWsVrlVB6X2Uw

Or email [email protected] and we will send you the registration link.

In this episode of The Jay Young Show, Jay Young and co-host Jordan Soto sit down with Drew Mitchell, Founder and Managing Partner of Valence Global, for a conversation on executive protection, personal security, online safety, and the importance of protecting what matters most.

Drew brings more than 20 years of experience in law enforcement, SWAT leadership, investigations, and international close protection. He explains why modern security is about more than having a bodyguard — it requires a full protective ecosystem built around intelligence, planning, online awareness, family safety, travel risk, and proactive decision-making.

Jay and Jordan also discuss the latest oil and gas market updates, rising gas prices, global supply disruption, Iran, the Strait of Hormuz, and why domestic energy security continues to matter. The conversation also includes Jay’s Weekly Five, with this week’s word: Coachable. 

In this episode:

• Why executive protection has changed in the digital age
• How online exposure can create real-world security risks
• Why high-net-worth individuals, family offices, and executives need proactive security planning
• The role of threat assessments, travel planning, and personnel vetting
• How social media, location sharing and public visibility can increase risk
• What business leaders should know before traveling into high-risk environments
• Why faith, family, and preparation matter in leadership and life

Segment Highlights

00:00 — Episode intro and recap of last week’s conversation with Bo Fowler
06:05 — Oil and gas market update: Iran, supply disruption, and rising prices
12:15 — Jay’s Weekly Five: being “coachable” in leadership and life
22:00 — Drew Mitchell on executive protection and building a full protective ecosystem
39:30 — Online safety, social media exposure, and protecting families in the digital age
52:00 — Scams, phishing, crypto risks, and practical ways to reduce personal risk
1:12:00 — High-risk travel, Venezuela, and kidnap-for-ransom concerns
1:24:00 — Drew’s advice to his 18-year-old self: faith, family, and priorities

We’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.

What 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 Show
03:00 – Jay’s Weekly Five: Word of the Week — “Plan”
09:35 – Meet Bo Fowler and the mission of Fellowship of Christian Athletes
24:30 – Bo’s background: Georgia football, family legacy, and FCA beginnings
42:10 – What FCA huddles look like on campuses across North Texas
51:30 – The anxiety facing today’s young athletes
1:02:20 – What FCA needs most from the community
1:15:20 – FCA camps, scholarships, and youth development
1:29:15 – A powerful South Dallas FCA story
1:34:30 – FCA’s future vision and sports ministry facilities
1:42:30 – Bo’s advice to his 18-year-old self
1:57:00 – Closing prayer and final thoughts

In 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 strategy

Timestamps
00:00 Intro
00:45 Welcome back to The Jay Young Show
01:20 Meet Rob Thummel of Tortoise Capital
02:30 Why energy is still essential for global growth
05:10 Oil supply, rig counts, and why underinvestment matters
07:20 Rob on negative oil prices in 2020 and investor opportunity
10:00 Why U.S. oil and natural gas exports matter
12:20 LNG exports and why natural gas is now a global commodity
16:00 The Aubrey McClendon / Cheniere LNG story
18:10 Why data centers could drive major natural gas demand
21:30 AI, utilities, grid modernization, and behind-the-meter power
25:20 Rob’s oil outlook: cyclical move or structural shift?
28:30 California refining, refinery closures, and fuel price pressure
32:10 Global oil supply risk and where future barrels may come from
36:20 Rob Thummel’s long-term oil price outlook
38:10 Have investors already missed the energy opportunity?
41:10 Tortoise Capital, energy funds, and investor access
43:30 Jay’s Weekly Five
44:00 Word of the Week: Secure
47:30 Bible verse: Deuteronomy 31:6
49:10 Book recommendations
52:00 TV recommendations
54:10 Podcast recommendations
58:00 Final thoughts and wrap-up

Highlight Timestamps
02:30 “Energy is pretty important” — why Rob says investors still need exposure
07:20 Rob reacts to negative oil prices and what smart investors learned
12:20 Why LNG changed the natural gas game globally
18:10 Jay’s thesis: data centers could trigger a big natural gas jump
21:30 Who pays for power demand from AI data centers?
25:20 Rob explains why higher oil prices may be structural, not temporary
36:20 Rob’s “Goldilocks” range for oil prices
38:10 What Rob says to investors who think they missed the move
44:00 Jay’s Weekly Five: the power of being secure in uncertainty
47:30 Deuteronomy 31:6 and staying strong under pressure

Oil 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 $90
• Supply disruption vs. geopolitical risk premium
• What Middle East instability could mean for the U.S. economy
• Whether U.S. producers can realistically make up the difference
• What increases the value of acreage and leasehold today
• How land strategy affects the long-term value of a drilling program
• What investors should be asking now after a big tax bill
• Proactive tax planning moves to consider before 2027
• What to do over the next 6 to 12 months to be better positioned

Webinar 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 [email protected]. 

In 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 lessons
• servant leadership and faith
• local government and responsible growth
• campaign pressure and staying mission-focused
• family, purpose, and resilience
• oil prices, energy markets, and U.S. oil and gas
• ownership, accountability, and long-term success

If you enjoy conversations about leadership, entrepreneurship, faith, public service, and oil and gas, this episode is for you. 

Timestamps:

00:00 Intro and welcome
01:10 Meet Floyd McClendon: military, leadership, and service
03:00 Writing, speaking, and the “Seven Principles Preparing for Battle”
06:15 Commitment, sacrifice, and putting your house in order
10:30 Faith, purpose, and leadership in everyday life
14:20 Why Floyd is running for mayor
18:10 The 90-day plan: auditing leadership, finances, and city operations
22:40 Responsible growth, infrastructure, and preserving community identity
28:00 Growth, empowerment, and what leadership feels like to others
33:20 Staying mission-focused through criticism and political pressure
39:10 Building community, family events, and supporting local business
44:00 Rapid-fire questions: leadership, faith, toughness, and hope
49:30 Oil markets, Middle East disruption, and why prices could rise
55:10 Word of the week: ownership
58:00 Book recommendations, Landman, and closing thoughts

Oil 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

In 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. 

Join 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