*Lord Abbett: Vast Growth Potential in Artificial Intelligence (AI).Magnificent 7 2025 Earnings Growth Down from 33% to 20% While the Rest of S&P 500 Index is pegged at 13%.
*BlackRock: Mega Forces, Like the Rise of Artificial Intelligence, Transforms Economies.
*Oops: InfraCap Forecasts Four Rate Cuts in 2025, But the Federal Reserve Just Said Only Two?
*Nuveen: Five Themes for a New Economic Landing.
*Vanguard: Gross Domestic Product (GDP) Growth 2.1% for the U.S. While Europe is at a half percent & China is at 4.5%. Global Monetary Easing & Three Potential Paths for U.S. Returns.
*J.P.Morgan: Forecasted U.S. Equity Returns Near 7%.
*International Energy Agency (IEA) Increases Oil Demand Growth From 990,000 to 1.1 Million Barrels Per Day for 2025.
*Deutsch Bank Global Market’s Survey Says: S&P 500 Index a 5.2% Return & the Magnificent 7 at 6.8%.
*Bob Doll 2024 Prediction Recap – Bozo Awards and Sir John Templeton Awards?
*KKR: AI Driven Energy Demand Opportunities, Productivity Gains, and Oil at $65 a Barrel.
*T.Rowe Price Raises Prospect of 6% Long Treasury Yields on Worsening U.S. Fiscal Woes.
*McGowanGroup Wealth Management’s (MGWMs) Possible 2025 Outcomes:
Deregulation and Potential Productivity Increases Power Profits?
Government Fiscal Spending Cuts Lead to Financial Market Freakout, But Deregulation Benefits Overcome Spending Cuts?
Middle East Conflicts Disrupt World Oil Supply?
Better AI Programming Process Leads to Greater Profit Growth?
Liquified Natural Gas (LNG) Exports Boom in Second Half of Year with U.S. Prices Moving Closer to European Prices?
NetWorth Radio’s Texas Global Business Leadership Series: Spencer McGowan Interviews Brad Olsen and Oliver Doolin from Recurrent Advisors in Houstonand Is Texas Poised to Become the Energy Capital of the World?
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.
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