What are some of the financial forecasts and possible outcomes for 2023?
What are our most important lessons over the last 30 years regarding the equity markets?
• 1999 Euphoria?
• 2000 Bear Market?
• 2008 Bear Market?
• 2018?
• 2020?
• 2021 Euphoria?
• 2022?
What are typically considered the 4 major Asset Categories?
How does Tactical Allocation adjust for financial market conditions?
What are the dramatic differences in the equity markets between now and last November?
What are some of the defects in the cryptocurrency markets?
What investment categories are up in the financial markets this year?
How did the stock market react to peak inflation in 1975 and 1981?
Who are a few of the heroes in the story of the Uptown Dallas Miracle?
How accurate were 2022 oil forecasts and are they too low for 2023?
What is the latest update on estate planning at the death of the first spouse?
Dow Jones Industrial Average (11/30/1982 – 11/15/2022)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Quarterly Earnings Estimates (11/15/2019 – 11/15/2022)
– Courtesy of Bloomberg LP
Quarterly U.S. Economic Forecasts with Probability of Recession (Q4 2021 – Q1 2024)
– Courtesy of Bloomberg LP
World Interest Rate Probability – United States (11/15/2022)
– Courtesy of Bloomberg LP
U.S. Consumer Price Index, Urban Consumers Year Over Year – Non Seasonally Adjusted & Dow Jones Industrial Average (01/31/2021 – 10/31/2022)
– Courtesy of Bloomberg LP
NetWorth Radio’s Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston!
Prior to co-founding Recurrent, Brad was most recently the lead MLP portfolio manager for BP Capital Fund Advisors (BPCFA). Under Brad’s leadership, MLP AUM more than doubled (excluding the impact of appreciation).
From 2011 to 2015, Brad led Midstream Research for Tudor, Pickering, Holt & Co. (TPH & Co.), where he was recognized as the top all-around stock picker in the US by the Financial Times in 2013, and the top energy stock picker in the US by Starmine in 2014. Under Olsen’s leadership, the TPH & Co. midstream team was recognized in the WSJ’s “Best on the Street” poll as well as by Institutional Investor Magazine.
Brad also has experience as an investment analyst at Eagle Global Advisors in Houston, where he was part of a 3-person team that grew midstream/MLP AUM from $300mm to over $1bn from 2008 through 2011. He has also worked in investment roles at Millennium International, a large global hedge fund, and Strome Investment Management, an energy-focused hedge fund based in Santa Monica, CA. He began his career in the UBS Investment Banking Global Energy Group in Houston.
Brad earned a BA in Philosophy, Political Science, and Slavic Studies from Rice University in Houston.
Brad resides in Houston with his wife and four children. Brad was nearly fluent in Russian, but is very rusty.
Client Portfolio Manager / Energy Specialist
Oliver has spent over a decade specializing in natural resources, oil & gas, and MLP institutional equity research, most recently at Heikkinen Energy Advisors in Houston.Prior to joining Heikkinen, Oliver served in both research and business development roles at energy-focused investment banks, including 6 years as a Vice President at Tudor, Pickering, Holt & Co (TPH) in Houston, where he specialized in exploration and production (E&P), oilfield services (OFS) and midstream MLP companies.
Oliver began his career as a research analyst covering E&P and Oilfield Service companies for both TPH and Howard Weil, respectively.
Oliver holds a BS with dual concentrations in Finance and Legal Studies (Tulane University) as well as an MS in Accounting from the A.B. Freeman School of Business at Tulane University.
Oliver, originally from south Louisiana, is an avid outdoorsmen and runner. He resides with his wife and two children in Houston.
Profit Report
2022 Surprises?
Alex, what surprised us most in the financial markets this year?
