Josh Young, founder and CIO at Bison Interests, tells BNN Bloomberg there has been significant underinvestment in oil exploration, and that current trends of all-time high production cannot be sustained. He says prices will have to move higher to support production. He notes oil prices are still down year over year despite the jump after OPEC+ announced output cuts. He explains why Vital Energy (VTLE NYSE) and Journey Energy (JOY TSX) are poorly understood stocks with enormous upside potential.