His thoughts -
-- Think about the low side first and don't worry about upside.
-- America's best days are ahead of us.
-- What gets us excited about a business: growth prospects and cash flow generation.
-- Natural gas: For every additional billion cubic feet of gas is produced, an additional 10,000 permanent jobs are added. If exporting of natural gas is allowed, upside will be even greater.
-- For exports of natural gas to happen all we need is the politicians to have responsible regulations but not try to micro manage the business.
-- Gas is going to take significant market share from oil, it has already taken from coal.
-- Economic challenges: too much pessimism in the market.
Here is the video: