About Pantheon Insights
Pantheon Insights is a boutique geopolitical risk consulting firm based in San Francisco, founded by Geopolitical Strategist Dimitri Zabelin. The firm applies a top-down, macro-focused framework that blends modern, data-driven insights with historical analysis.
Using open-source intelligence, Pantheon Insights decodes global geopolitical trends, translating them into actionable insights that help businesses and investors align their strategies with an evolving world
What Pantheon Insights Does
Macroeconomic trends
Trade agreements, industrial policy, and emerging fiscal packages are reshaping the global economy. As nations refocus on self-sufficiency and resilience, businesses face shifting regulatory landscapes, evolving trade frameworks, and new production priorities. Pantheon Insights delivers clarity on these complex dynamics, guiding clients to anticipate risks and identify growth opportunities.
Frontier Technologies
AI, quantum computing, semiconductors, and energy transition technologies are reshaping global power dynamics. As countries compete for control, supply chains are shifting, regulations are tightening, and alliances are realigning. Pantheon Insights helps clients make sense of these changes by analyzing the geopolitical forces driving innovation, forecasting regulatory impacts, and anticipating restrictions on critical technologies.
Market Volatility
Today's markets are defined by uncertainty. From regional conflicts in the middle east affecting oil prices and defense contracting stocks to export controls on AI-interfacing chips, no assets are immune to geopolitical volatility. Geopolitical dynamics are also increasingly driving thematic investment trends across sectors and industries with geo-strategic value. Pantheon Insights provides strategic perspectives to help clients manage risk and capture emerging opportunities in this new terrain.
