The Trivium China Podcast
By Trivium China
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Subscribers: 24
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Episodes: 91
Description
Trivium China is an analysis firm that specializes in monitoring Chinese government policy. From our offices in Beijing, Shanghai, and DC, we break down Beijing's latest moves on the economy, technology, energy, climate, and agriculture.
| Episode | Date |
|---|---|
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Ep 91 - Beijing’s quiet deleveraging push
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Oct 09, 2026 |
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Ep 90 - China isn’t ignoring AI risk, it’s rejecting America’s version of it
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Oct 06, 2026 |
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Ep 89 - Inside China's two-decade campaign to win over Latin America
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Oct 02, 2026 |
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Ep 88 - The Xi-Trump risk nobody's pricing in
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Sep 25, 2026 |
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Ep 87 - Joerg Wuttke: China told Europe exactly how it would beat us. We didn't listen.
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Sep 23, 2026 |
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Ep 86 - The weaknesses behind China's booming exports
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Sep 18, 2026 |
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Ep 85 - China’s approach to AI in the Global South: selling the razor blades, not the razor
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Sep 12, 2026 |
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Ep 84 - Nobody knows where the line is, and that’s the problem
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Sep 04, 2026 |
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Ep 83 - Beijing's new directive to its tech firms: behave abroad
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Aug 28, 2026 |
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Ep 82 - Another grim month for the Chinese economy
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Aug 20, 2026 |
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Ep 81 - The AI loophole Washington can’t afford to close
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Aug 17, 2026 |
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Ep 80 - The China chokepoints nobody's watching
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Aug 13, 2026 |
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Ep 79 - Beijing stops playing coy
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Aug 11, 2026 |
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Ep 78 - China's secret weapon isn't subsidies, it's pain tolerance
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Aug 06, 2026 |
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Ep 77 - There’s no such thing as overcapacity, China says
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Aug 02, 2026 |
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Ep 76 - China's economy is hurting, Beijing's answer is patience
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Jul 31, 2026 |
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Ep 75 - DeepSeek Founder Goes Off Script in Leaked Investor Call
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Jul 27, 2026 |
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Ep 74 - Kimi K3 Was So Good It Freaked Out Two Governments
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Jul 24, 2026 |
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Ep 73 - China's Stock Market Rescue: How Big Is Beijing's Bet?
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Jul 23, 2026 |
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Ep 72 - China is building a market for data. Why isn’t America?
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Jul 17, 2026 |
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Ep 71 - Is China quietly beginning to deleverage?
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Jul 10, 2026 |
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Ep 70 - China’s growth model hits another reality check
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Jun 18, 2026 |
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Ep 69 - Podcast | The “China Shock 2.0” fallacy
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Jun 15, 2026 |
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Ep 68 - Can asset revitalization save local government finances?
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Jun 05, 2026 |
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Ep 67 - What exactly is US policy toward Taiwan?
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May 29, 2026 |
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Ep 66 - Jon Czin on Xi, Trump, and the US-China stalemate
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May 21, 2026 |
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Ep 65 - Xi-Trump vibes, meetings about meetings, and the PBoC’s next moves
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May 16, 2026 |
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Ep 64 - China sanctions pushback, macro resilience, and more Iran war fallout
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May 08, 2026 |
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Ep 63 - Beijing unwinds the Meta-Manus deal
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May 04, 2026 |
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Ep 62 - All the latest on the China supply chain front
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Apr 24, 2026 |
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Ep 61 - A stress test at the worst possible moment
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Mar 29, 2026 |
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Ep 60 - How China views the Iran situation
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Mar 20, 2026 |
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Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people
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Mar 13, 2026 |
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Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs
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Mar 06, 2026 |
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Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
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Feb 27, 2026 |
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Ep 56 - Heard on the street, Beijing edition
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Feb 13, 2026 |
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Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?
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Feb 06, 2026 |
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Ep 54 - Can China get investment growth back on track?
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Jan 31, 2026 |
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Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
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Jan 24, 2026 |
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Ep 52 - China's economic slowdown – not as bad as it seems
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Dec 26, 2025 |
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Ep 51 - Reordering global supply chains: licenses, leverage, and our strategic look-ahead
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Dec 19, 2025 |
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Ep 50 - Breaking down the Central Economic Work Conference
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Dec 13, 2025 |
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Ep 49 - I say overcapacity, you say involution, let’s call the whole thing off
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Dec 06, 2025 |
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Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
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Nov 21, 2025 |
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Ep 47 - China Shock 2.0: the trade implications of China’s new economic growth model
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Nov 15, 2025 |
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Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China
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Nov 08, 2025 |
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Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
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Oct 31, 2025 |
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Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
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Oct 24, 2025 |
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Ep 43 - Volatility and fragility: US and China seek path back to negotiating table
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Oct 18, 2025 |
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Ep 42 - Back on the escalatory spiral
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Oct 11, 2025 |
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Ep 41 - China's economy is strong and weak at the same time
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Oct 03, 2025 |
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Ep 40 - China's AI+ Initiative – why the AI race is not the Manhattan Project
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Sep 26, 2025 |
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Ep 39 - China's new economic growth model
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Sep 19, 2025 |
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Ep 38 - Back in black: Beijing’s efforts to turn around falling tax revenue
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Sep 14, 2025 |
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Ep 37 - Welcome to the New World Order
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Sep 07, 2025 |
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Ep 36 - China's surging stock market
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Aug 31, 2025 |
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Ep 35 - How much dependence on China is too much?
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Aug 23, 2025 |
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Ep 34 - Beijing's curious plan to stimulate services consumption with more investment
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Aug 15, 2025 |
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Ep 33 - It's turning out to be a good year for China's economy
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Aug 08, 2025 |
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Ep 32 - Dueling AI development strategies
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Aug 01, 2025 |
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Ep 31 - The involution will not be televised
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Jul 05, 2025 |
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Ep 30 - China preps for demise of US dollar dominance
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Jun 27, 2025 |
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Ep 29 - Consumer upswings + geopolitical downswings
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Jun 20, 2025 |
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Ep 28 - Exiting the US-China trade death spiral
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Jun 06, 2025 |
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Ep 27 - Weaponizing supply chains + the real-time breakdown of the Geneva détente
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May 30, 2025 |
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Ep 26 - China explores its key points of trade leverage: rare earth export control updates + sanctions threats
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May 23, 2025 |
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Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM
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May 16, 2025 |
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Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports
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May 08, 2025 |
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Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War
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May 01, 2025 |
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Ep 22 - The tariffs “have become a joke” + rare earth controls
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Apr 15, 2025 |
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Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire
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Apr 10, 2025 |
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Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars
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Apr 03, 2025 |
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Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools
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Mar 27, 2025 |
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Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture
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Mar 20, 2025 |
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Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race
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Mar 14, 2025 |
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Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network
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Mar 06, 2025 |
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Ep 15 - Trivium Tech - AI fever and the future of China’s private sector
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Feb 28, 2025 |
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Ep 14 - Trivium Markets - China’s best industrial policy is climate policy
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Feb 20, 2025 |
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Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine
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Feb 14, 2025 |
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Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs
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Feb 07, 2025 |
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Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference
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Dec 19, 2024 |
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Ep 10 - Trivium Markets and Politics - China flexes its export control muscles, puts Nvidia in the hotseat
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Dec 12, 2024 |
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Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy
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Dec 05, 2024 |
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Ep 8 - Trivium Politics - Reacting to Trump and courting the Global South
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Nov 22, 2024 |
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Ep 7 - Trivium Markets - The fiscal stimulus that wasn't
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Nov 14, 2024 |
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Ep 6 - Trivium Markets - China’s evolving approach to economic coercion
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Nov 08, 2024 |
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Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election
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Nov 01, 2024 |
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Ep 4 - Trivium Markets - Q3 econ data breakdown
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Oct 25, 2024 |
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Ep 3 - Trivium Markets - Stimulus disappointment
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Oct 18, 2024 |
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Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition
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Oct 11, 2024 |
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Ep 1 - Trivium Markets - Monetary support and the promise of fiscal stimulus - Trivium China Podcast
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Sep 27, 2024 |