The Relentless U.S. Equity Rally!
Artificial Intelligence (AI) Drives Massive Gains.
The U.S. Housing Boom Stalls.
The Federal Reserve Finally Cuts Interest Rates!
The U.S. Budget Deficit Starts Down?
U.S. Economic Growth Over 3% in Q2 and Q3 for 2025?
Liquified Natural Gas (LNG) Exports and the AI Datacenter Power Usage Boom.
Wealth Management Reporting Innovations This Year!
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NetWorth Radio’s Texas Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houston. The Texas Energy Revolution!
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.
The McGowanGroup Wealth Management Black Diamond Client Upgrade!
The McGowanGroup’s Total Return Units Allocation Pie Chart (09/23/2025)
– Courtesy of McGowanGroup Asset Management
S&P 500 Index – Member Ranked Returns, Year to Date (12/31/2024 – 09/23/2025)
– Courtesy of Bloomberg LP
SPDR Dow Jones Industrial Average ETF (Exchange Traded Fund) Trust– Daily (12/31/2024 – 09/23/2025)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 – Daily (12/31/2024 – 09/23/2025)
– Courtesy of Bloomberg LP
SPDR S&P 500 ETF (Exchange Traded Fund) Trust – Daily (12/31/2024 – 09/23/2025)
– Courtesy of Bloomberg LP
U.S. Existing Home Sales, Non Seasonally Adjusted – Monthly (07/23/2023 – 07/31/2025)
– Courtesy of Bloomberg LP
Chicago Board Options Exchange Short Term Interest Rate Index, 10 Year Note Rate Index & 30 Year Bond Rate Index – Daily (12/31/2024 – 09/23/2025)
– Courtesy of Bloomberg LP
North America’s LNG (Liquefied Natural Gas) Export Capacity is on Track to More Than Double by 2028 (09/03/2024)
– Courtesy of The U.S. Energy Information Administration
