How to Invest During a Trump Presidency
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During a Trump presidency, the stock market consistently outperforms despite daily chaos and media-driven panic — a pattern backed by data showing 16% annualized returns in both Trump 1.0 and 2.0. Contrary to conventional wisdom, selling in May or avoiding March doesn't hold up; instead, March is historically weak, April rebounds strongly, and the summer months are particularly robust. The real anomaly? Thursday has become a day of outsized market drops, likely due to traders rushing to de-risk before weekend uncertainty. Overnight trading also delivers outsized returns under Trump, driven by volatile, unpredictable tweets and policy announcements that trigger algorithmic trading. The most powerful insight? Don’t fight the government’s moves — when Trump directly endorses or stakes government interest in companies like Intel, NVIDIA, or Lithium Americas, those stocks surge. Even a proposed ETF called 'Government Grift' (GRFT), though banned by exchanges due to its provocative name, would have outperformed the S&P 500 if it existed. The takeaway isn’t to trade every signal, but to recognize that the market’s response to Trump’s actions is often faster, sharper, and more profitable than the noise suggests — and sometimes, the best strategy is simply to hold through the storm. The episode reveals that under Trump, market behavior defies traditional seasonality and technical rules.
Under Trump, stocks returned 16% annually in both presidencies, despite daily chaos and media panic.
March is historically the worst month for markets under Trump, while April and summer months are significantly stronger.
Thursday consistently underperforms under Trump, likely due to traders de-risking before weekend uncertainty.
Overnight trading returns exceed daytime returns under Trump, driven by volatile, unpredictable policy tweets.
When Trump directly endorses or government stakes a company (e.g., Intel, NVIDIA, Lithium Americas), those stocks outperform the S&P 500.
…and 3 more takeaways available in PodZeus
The Trump Market Paradox
“In Trump 1.0, stocks went up 80 percent during that. Four years, that's a 16% annualized return. So that's a little better than average.”
March: The Month of Market Meltdowns
“March is really bad. And normally the market's up in March. So it just tends to be really bad under his administration.”
The Thursday Effect and Weekend Anxiety
“I think that's why there's more downward pressure on Thursdays, just like I don't know what's going to happen. I don't want to be exposed to all this risk.”
Overnight Trading: The New Market Driver
Under Trump, overnight returns outperform daytime trading due to volatile, unpredictable policy announcements and algorithmic reactions.
The 'Sell in May' Myth Busted
The old adage 'sell in May and go away' fails under Trump — the market rose in 9 out of the last 10 years during that period.
“If you built this basket, well, most of them have been up ever since they took a stake in it.”
“Trump 1 .0, stocks went up 80 percent during that. Four years, that's a 16 annualized return. So that's a little better than average.”
“March is really bad. And normally the market's up in March. So it just tends to be really bad under his administration.”
Hosts
Guest
Athanasios Seraphagus
person
S&P 500
other
SPY
other
Trump 1.0
other
Government Grift
other
Trump 2.0
other
Intel
organization
Lithium Americas
organization
NVIDIA
organization
Texas Stock Exchange
other
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