Geopolitics Strategy Update w Dimitri Zabelin of Pantheon Insights: Oil and past week's elections

In the interview Dimitri Zabelin, founder of Geopolitics Strategy research firm Pantheon Insights talks about OPEC+ and the bearish dynamics likely to put pressure on crude in H2'2024.

Dimitri also talks about the implications of recent elections in Mexico, India and the European Parliament.

For more geopolitical strategy insights like this, don't forget to check out Dimitri's site and substack at pantheoninsights.com

Research mentioned in the interview:
https://pantheoninsights.substack.com/p/a-week-in-elections-south-africa
https://pantheoninsights.substack.com/p/south-africa-general-election-macro

Also don't miss

Portfolio Update: Closing positions in RBLX, PRKS and Brent

We close our positions in RBLX, PRKS and Brent. The Model Portfolio is now up 11.6% since inception on April 24th, compared to the S&P500 up 5.3% in the same period.

Widmark ResearchJohan Widmark

Supply-demand dynamics show all ingredients for a surge in Silver

With industry-driven demand projected to outpace a structurally declining supply by 21% in 2024, silver is poised for a parabolic move.

Widmark ResearchJohan Widmark