Kontrarian Korner #74 - Dan Herrin

Yesterday I had my friend, Dan Herrin, on the podcast. He’s a longtime private investigator, one of the best storytellers I have met, and has an interesting lens on financial markets. I was able to get a couple stories from his career (he’s got a ton), as well as some anecdotes from his current roadtrip. We also talked about his view on precious metals, energy, and why he’s starting to get optimistic about the path of things here in the US. It was a little bit different conversation from my typical podcast, but I’ll definitely have him back on in the future to get more stories out of him. You can find on Twitter, where he’s a very entertaining follow.

Podcast Summary

* A couple stories from his time as a private investigator, and several anecdotes from his current roadtrip, and how they tie into financial markets.

* His view on precious metals, why he thinks it might be different this time, and how he’s playing it.

* Why he’s keeping an eye on oil for 2026, why he thinks things get worse before they get better, and the next leg of his road trip taking him to the Bakken.

* The Fourth Turning, the state of the US, and why he’s starting to get optimistic from his interactions with younger generations.

* The shift from B.C. (Before COVID) to A.C. (After COVID), and how large narratives have been shifting in recent years.

* Book Recommendation: The Road Less Traveled by M. Scott Peck.

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