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⚠️ AI-assisted translation – minor discrepancies possible.

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Trump, AI and Markets

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

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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

Source: https://vapa.ch/trump-ai-markets/ · vapa.ch

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The VAPA editorial team has hands-on experience in Swiss independent wealth management and private banking. We write about clients, custodian banks, regulation and careers – practical, independent and free of product sales. More about us and our editorial principles: about the editorial team.

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog are our own and do not reflect those of any institutions or organisations with which we are affiliated. We work in Swiss independent wealth management and private banking, so we write about this industry as participants in it, not as neutral observers. 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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