How We Invest
The Recurrent Team
RMLPX - Recurrent MLP & Infrastructure Fund
Alma Recurrent Global Natural Resources
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Pipelines and Renewables - two types of "infrastructure" - with very different financial profiles
We're in a pandemic - why are we seeing inflationary pressures we haven't seen in 50 years?
What midstream energy can learn from tobacco about profiting from low growth and high cash flow.
For years, investors have not faced inflation - accordingly, many portfolios are poorly prepared.
What does today's economic environment have in common with the inflationary period of the mid-1970s?
Midstream free cash flow is set to grow dramatically, after years of capex and debt reduction.
How the changing nature of inflation could support a prolonged commodity rally.
The midstream "balance sheet recession," and how it sets up the recovery.
Introductions to Recurrent
Intro to Recurrent
Recurrent's Five Point Investment Philosophy
Recurrent - Introduction to EV/IC Methodology
Recurrent - EV/IC and Kinder Morgan Example
Recurrent - Oil Markets as a Dispatch Curve
Recurrent - Shale's Impact on the Shapes of Cycles