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How to Invest During a Trump Presidency | Trillions, Sonic AI
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How to Invest During a Trump Presidency | Trillions
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May 7, 2026
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22:01
Interview
How to Invest During a Trump Presidency | Trillions
From
Trillions
Athanasios Seraphagos
(Research Analyst, Bloomberg Intelligence, guest)
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Executive Summary
Despite heightened volatility and media negativity, the stock market has delivered strong, above-average returns (16% annualized) during the Trump administration.
Traditional market adages like "Sell in May and go away" have proven ineffective, while new, administration-specific patterns have emerged, such as poor performance in March and on Thursdays.
ETF trading volumes have surged to record highs, indicating increased market "freakouts" and a tendency for investors to use ETFs for rapid repositioning in response to political news.
A new investment theme is emerging around companies with direct government ties or political endorsements, with a proposed "Government Grift" (GRFT) ETF outperforming the S&P 500 in backtests.
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