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01Oct2026

Trump, AI and Markets

Personal views, not investment advice – see the full disclaimer below.

Trump speaking with AI robot analysing market data

Since Donald J. Trump’s return to the White House in early this year, political messaging has once again become market-moving material.

We’re no longer just parsing policies – we’re analysing rhetoric.

Curious to see what patterns might emerge, I asked ChatGPT to analyse Trump’s speeches since his inauguration – with a focus on the past two months. Not for entertainment (well, maybe a little), but to better understand how language, frequency and framing shape market expectations.

AI Picks Up Patterns

👉 The AI identified consistent themes:
🔋 Energy independence
🛡️ Security & defence industry
🏭 Inward-focused industrial policy
🛠️ Big infrastructure promises

All paired with the usual Trumpism: “Greatest ever”, “America first”, “Tremendous results.”

It was fascinating – the semantic structure of a presidency turned into an economic sentiment map.

Insight ≠ Advice

But let’s be clear: just because the AI detects patterns doesn’t mean it understands portfolios. So, I brought in an investment expert. We reviewed the themes, weighed the risk, and translated some of it into a temporary satellite positioning – not gospel, just strategic alignment with a volatile narrative.

Because no matter how clever the model…

AI still doesn’t know that you don’t put St. Galler bratwurst on a vegan tasting plate.

💬 Your turn:
What prompts do you use to get smart market or political insights from AI? Drop your best ones below – I’m collecting the greatest ever.

Source: LinkedIn

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Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog are solely my own and do not reflect those of any institutions or organisations with which I am affiliated. I lead an independent wealth manager in Switzerland, so I write about this industry as a participant in it, not as a neutral observer. These posts are intended to share personal insights and should not be interpreted as official statements or as investment advice. See the legal notice for details.

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