How to Invest During a Trump Presidency

Trillions22mMay 7, 2026

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AI-Generated Summary

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.

Key Takeaways
1

Under Trump, stocks returned 16% annually in both presidencies, despite daily chaos and media panic.

2

March is historically the worst month for markets under Trump, while April and summer months are significantly stronger.

3

Thursday consistently underperforms under Trump, likely due to traders de-risking before weekend uncertainty.

4

Overnight trading returns exceed daytime returns under Trump, driven by volatile, unpredictable policy tweets.

5

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

Chapters
0:00
2 min

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.

Highlight
2:00
3 min

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.

Highlight
5:00
4 min

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.

Highlight
9:00
4 min

Overnight Trading: The New Market Driver

Under Trump, overnight returns outperform daytime trading due to volatile, unpredictable policy announcements and algorithmic reactions.

13:00
4 min

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.

High-Impact Quotes
If you built this basket, well, most of them have been up ever since they took a stake in it.
Joel Webber21:49
Viral: 88.0
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.
Eric Beltunas3:07
Viral: 85.0
March is really bad. And normally the market's up in March. So it just tends to be really bad under his administration.
Athanasios Seraphagus5:05
Viral: 78.0
Speakers

Hosts

Joel WebberEric Beltunas

Guest

Athanasios Seraphagus
Topics Discussed
trump-presidency-investing95%government-stakes-in-companies88%market-seasonality85%trading-volatility80%algorithmic-trading75%overnight-trading72%etf-volume70%sell-in-may-myth65%
People & Brands

Athanasios Seraphagus

person

12xNeutral

S&P 500

other

10xNeutral

SPY

other

8xNeutral

Trump 1.0

other

6xNeutral

Government Grift

other

5xNeutral

Trump 2.0

other

5xNeutral

Intel

organization

4xPositive

Lithium Americas

organization

3xPositive

NVIDIA

organization

3xPositive

Texas Stock Exchange

other

2xNeutral

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