Using AI to Generate Trade Ideas

•By Dave Wang

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I put together a presentation for you guys this week on one of the biggest macro risks I see in the economy right now - the unwinding dollar carry trade.

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Link for Full PPT: https://docsend.com/view/u3e2mvayyhbgqrr2​

The Summary:

  • The big worry is a huge “dollar carry trade” coming apart. If it unravels, it could kick off the next US recession.
  • For years, overseas investors borrowed cheap money at home, switched it into dollars, and bought US stocks and bonds to pocket the rate gap.
  • They now hold about $9 trillion of US shares without any currency protection. If the dollar falls, they might dump those shares, hitting tech stocks hardest.
  • Since April 2nd, the US Treasury market has been behaving very abnormally (Treasury yields up and dollar getting weaker) - this could be a signal the trade is already unwinding. If it accelerates we may see bigger problems.

I'm sure you deal with research reports all the time.

The big question is: How do I structure trades / what are the big opportunities here to position my portfolio around research I find?

I'll show you below a template ChatGPT Deep Research prompt on how you can turn PPTs / PDFs you find into actionable items (using my PPT as an example).

Here's how it works:

  1. Upload the PPT for RAG (Retrieval-Augmented Generation)
  2. Paste in a highly detailed prompt

The Prompt

Make sure to attach the PDF in the prompt!

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ROLE & CONTEXT
- You are a senior multi-asset strategist and portfolio designer.
- Task: turn the attached macro-presentation PDF into concrete trades for a blank-slate portfolio, delivered as a Markdown briefing.
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INPUTS
- Parse every page of the attached PDF - Pull any extra public data needed to confirm or enhance the PDF’s points (rates, FX, commodities, vol metrics, on-chain stats, etc.).
- Use only trusted sources (FRED, central-bank releases, major exchanges, top newswires).
- Cite each data point inline with the form [SourceName, Date].
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OUTPUT SPECS
- Produce one Markdown document.
- Section 1 – Key Macro Themes
- Bullet the 3-6 strongest themes extracted from the PDF.
- Add a one-line market takeaway for each theme.
- Section 2 – Trade Menu
- Supply ideas for tactical (days–weeks), swing (1-3 months), and strategic (6-12 months plus) horizons.
- Cover equities, rates, FX, commodities, and crypto.
- Include at least one long and one short per asset class when reasonable.
- For each trade, provide: instrument or spread, direction, entry zone, target, stop or hedge, one-line thesis.
- Section 3 – Portfolio Blueprint
- Recommend allocation weights that sum to 100 percent.
- Explain sizing logic in two or three sentences.
- Section 4 – Monitoring Triggers
- List five key data points or price levels to watch.
- State what action to take if each trigger is hit.
- Section 5 – Scenario Stress Test
- Describe portfolio behavior under a sharp dollar sell-off, global growth surprise up, geopolitical risk spike, and liquidity crunch.
- Section 6 – Implementation Notes
- List preferred vehicles (ETFs, futures, options, perpetuals, spot).
- Flag liquidity or regulatory caveats.
- Note settlement calendars and roll reminders.
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STYLE & FORMAT
- Keep language concise and professional.
- Use Markdown headings (###) to start each major section.
- The output itself may use Markdown tables where helpful.
- Avoid em dashes; use commas or parentheses.
- Add tight, engaging color commentary where appropriate.
- Return only the finished Markdown file

The Result:

Check out this long report it delivered on portfolio positioning based on my PPT:

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Full Research Report Link: https://chatgpt.com/share/684e2358-0b44-8001-b632-69231a4d6215​

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As featured inBloomberg
2026 — Built by Dave Wang. Not financial advice, only for educational purposes.