Join King Founder and CEO, Jay Young, along with Rachel Griffith and Rex Gifford, 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

On this episode of The Jay Young Show, host Jay Young and co-host Jordan Soto sit down with Stephanie Rieben-de Roquefeuil, co-founder of Diadem Capital.

Stephanie launched Diadem Capital to solve one of the biggest challenges in venture capital: efficient deal flow and investor access. Today, the platform connects 1,600+ venture capital firms, family offices, syndicates, and private credit funds with high-quality startups seeking capital.

Since launching in 2022, Diadem has helped 72 startups raise more than $250 million across Pre-Seed through Series D rounds.

Before founding Diadem, Stephanie spent over a decade on Wall Street working with global institutions at Goldman Sachs, Citigroup, and Berenberg Bank before moving into venture-backed fintech startups.

In this episode we discuss:

• How the venture capital fundraising landscape has changed in the last three years
• The biggest mistakes founders make when raising startup capital
• Why deal flow sourcing is broken for many investors
• Where venture capital and private markets money is flowing today
• How platforms like Diadem are modernizing capital markets

Oil & Gas News of the Week

Jay also breaks down global oil market volatility, including geopolitical tensions involving Iran and Middle East energy supply, and what it means for investors watching WTI crude and Brent prices.

Energy remains one of the most geopolitically sensitive asset classes, and understanding risk premiums in oil markets is critical for investors.

Jay’s Weekly Five

Word of the Week: Target
Bible Verse: Philippians 3:14

Join Rachel Griffith, Ryan Goeres, 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

In this episode of The Jay Young Show, Jay Young (CEO of King Operating Corporation) and co-host Jordan Soto sit down with Rob Hayworth, senior investment leader at U.S. Bank Asset Management Group, for a practical conversation on what’s driving markets in 2026. Rob breaks down why the consumer has stayed resilient, what investors may be underestimating, and how to think about risk when headlines feel noisy. They also explain index funds in plain English, discuss interest rates and mortgage rates, and explore whether energy and commodities can hedge macro and geopolitical risk. Rob closes with areas he finds attractive right now—including global equities, global infrastructure, municipal bonds, and reinsurance/catastrophe bonds—plus timeless advice on building wealth through consistent investing and ongoing education.

Chapters:
00:00 – Welcome + guest intro
05:20 – Building wealth early: saving, investing, and staying disciplined
15:10 – 2026 market outlook: what investors are underestimating
27:10 – Index funds explained + biggest portfolio mistakes
39:35 – Energy, commodities, gold, and peak oil demand
52:10 – Rates and inflation: what’s next + where to invest now
1:06:40 – Career advice + wrap-up

Join King Founder and CEO, Jay Young, along with Rachel Griffith, Steve Mullican, and Billy 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

On this episode of The Jay Young Show, Jay Young and co-host Jordan Soto welcome Josef Schachter, President of Schachter Energy Research Services and a 40-year veteran of the investment management industry.

Josef specializes in connecting geopolitics, macroeconomics, and global energy markets to forecast where oil and natural gas prices are headed next. In this conversation, we break down the current energy cycle, global supply dynamics, and what it all means for investors and U.S. operators.

We discuss:

• Are we early, mid, or late in the current energy cycle?
• Is this a true commodity supercycle — or just a geopolitical spike?
• What would turn the outlook bearish on oil?
• How China’s purchases of discounted Russian crude are reshaping global pricing
• Whether India reducing Russian imports could tighten global supply
• The realistic growth potential for U.S. and Canadian LNG exports
• Who can actually add production in the coming years — OPEC, OPEC+, the U.S., Guyana, Brazil, or Canada?
• The biggest mistakes energy investors make during volatile markets

We also examine how sanctions, shipping restrictions, and capital constraints on Russia may create structural price support — and why disciplined U.S. operators can benefit when geopolitics tightens global supply.

Jay’s Weekly Five

Word of the Week: Hunger
A reminder that disciplined, focused effort is what separates long-term success from short-term reaction.

Bible Verse:
Galatians 6:9 — “Let us not grow weary of doing good, for in due season we will reap, if we do not give up.”

If you’re an energy investor, operator, or market-focused listener looking to better understand oil prices, LNG growth, OPEC strategy, and global supply shifts, this episode delivers practical insight from one of the industry’s most experienced voices.

Subscribe to The Jay Young Show for weekly conversations on energy, markets, leadership, and investing.

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 cycle
• Key indicators impacting oil & gas markets over the next 12–24 months
• How investors should position energy within a diversified portfolio
• Where the biggest disconnect exists between media headlines and market fundamentals
• One contrarian view most investors are missing

We 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 infrastructure

Plus:

Jay’s Weekly Five
Word 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.

Join King Founder and CEO, Jay Young, along with Rachel Griffith, Kelly Duncan, 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