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The Trivium China Podcast

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The Trivium China Podcast

Trivium China

Ep 71 - Is China quietly beginning to deleverage?

July 10, 2026 3:00pm 39 min

China’s economy has lost momentum after a surprisingly strong start to the year.But while many analysts are asking why Beijing isn’t doing more to stimulate growth, this week’s Trivium China Podcast explores a different ...

Ep 70 - China’s growth model hits another reality check

June 18, 2026 4:00pm 37 min

China’s economy started 2026 with surprising momentum – but the latest monthly macro data underscores that many of the country’s underlying challenges remain firmly in place.On this week’s Trivium China Podcast, host And...

Ep 69 - Podcast | The “China Shock 2.0” fallacy

June 14, 2026 9:00pm 52 min

It’s been a busy few weeks for Chinese diplomacy, with Xi Jinping making a rare trip to North Korea while tensions between Beijing and Brussels continue to climb over trade, industrial policy, and the future of Europe’s ...

Ep 68 - Can asset revitalization save local government finances?

June 05, 2026 1:00pm 50 min

China’s local governments have spent the past four years grappling with the fallout from the property market collapse. Land sales have dried up, fiscal pressures remain intense, and officials across the country are still...

Ep 67 - What exactly is US policy toward Taiwan?

May 29, 2026 8:00am 1:04

This week on the Trivium China Podcast, host Andrew Polk is joined by Trivium’s Head of Geopolitical Analysis Joe Mazur to unpack one of the most consequential – and potentially misunderstood – issues emerging from the r...

Ep 66 - Jon Czin on Xi, Trump, and the US-China stalemate

May 21, 2026 6:00pm 1:18

It’s been a consequential week for US-China relations, as Xi Jinping and Donald Trump finally held their long-awaited summit in Beijing amid ongoing trade tensions, export control battles, and the fallout from the Iran w...

Ep 65 - Xi-Trump vibes, meetings about meetings, and the PBoC’s next moves

May 16, 2026 10:00am 56 min

The long-awaited Xi Jinping–Donald Trump meeting has finally happened – but what, exactly, came out of it?On the first part of this week’s Trivium China Podcast, host Andrew Polk is joined by Trivium’s Head of Supply Cha...

Ep 64 - China sanctions pushback, macro resilience, and more Iran war fallout

May 08, 2026 2:00pm 1:06

It’s been another consequential week for China’s economy and foreign policy – with Beijing deploying its blocking rules for the first time ever in response to new US sanctions tied to Iranian oil purchases.On the first h...

Ep 63 - Beijing unwinds the Meta-Manus deal

May 03, 2026 8:00pm 42 min

What happens when a Chinese AI startup tries to sell itself to a major US tech company, but Beijing decides it doesn’t like the deal?In this week’s episode, Trivium China Podcast host Andrew Polk is joined by Trivium’s H...

Ep 62 - All the latest on the China supply chain front

April 24, 2026 1:00pm 1:00

With the Xi-Trump meeting looming and the Iran situation changing every hour, how are China and the US trying to secure their respective interests?This week, Trivium China Podcast host Andrew Polk and Head of Supply Chai...

Ep 61 - A stress test at the worst possible moment

March 29, 2026 6:00am 1:01

China's economy started the year off on the front foot – but fragilities remain just below the surface, and the war in Iran may put that early positive momentum to the test.To discuss the latest dynamics driving the econ...

Ep 60 - How China views the Iran situation

March 20, 2026 5:00pm 1:01

There’s only one storyline that matters geopolitically right now, and that’s the ongoing war between the US and Israel and Iran.Now in its third week, the war increasingly looks likely to be a protracted engagement, and ...

Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people

March 13, 2026 3:00pm 1:27

On this week’s edition of the Trivium China Podcast, host Andrew Polk is back with a gaggle of Trivium analysts to go deep on various aspects of the recently released 15th Five Year Plan (FYP).The group covers a broad ra...

Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs

March 06, 2026 1:00pm 1:39

It’s been a big week in China, with the annual government meetings (aka the Two Sessions) kicking off to lay out key policy priorities for the year – and to drop a draft version of the 15th Five Year Plan (FYP).There’s a...

Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics

February 27, 2026 1:00pm 1:19

2026 has kicked off with a geopolitical bang – from US intervention in Venezuela to threats against Greenland to potential military action against Iran, not to mention the latest tariff turmoil following last week’s US S...

Ep 56 - Heard on the street, Beijing edition

February 13, 2026 5:00pm 32 min

It's been a while between trips, but last week Trivium's Head of Markets Research, Dinny McMahon, was back in Beijing.In this podcast, he and Trivium Co-founder Andrew Polk discuss Dinny's observations and takeaways from...

Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?

February 06, 2026 11:00am 1:06

US-China bilateral relations have, surprisingly, been an anchor of calm amidst a sea of geopolitical uncertainty in the opening innings of 2026.And increasingly, it looks like the seemingly fragile truce between the two ...

Ep 54 - Can China get investment growth back on track?

January 31, 2026 10:00am 1:12

On this week’s Trivium China Podcast, host Andrew Polk speaks with our lead macro-econ analyst, Joe Peissel, to take a quick temperature check of China’s latest macro data.The two discuss:What the full-year 2025 data (re...

Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal

January 24, 2026 3:00pm 1:24

China’s financial regulators have started 2026 with a flurry of activity.On January 14, the securities regulator raised margin requirements on stock trading in a bid to cool investors’ exuberance.The following day the ce...

Ep 52 - China's economic slowdown – not as bad as it seems

December 26, 2025 7:00am 28 min

November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum.Fixed asset investment declined by double digitsIndustrial output grew at its slowest rate in 15 monthsRetail sa...

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