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The Trivium China Podcast

Trivium China
China
Monetary Policy
Local Government Debt
Consumer Demand
Export Controls
Stock Market
Xi Jinping
Central Economic Work Conference
Economic Coercion
Tariffs
People's Bank Of China
Fiscal Measures
Local Government Finance
Property Market
Politburo
GDP Growth
Fiscal Stimulus Measures
Ministry Of Finance
GDP
Fiscal Stimulus Package

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.

PublishesWeeklyEpisodes52Foundeda year ago
Number of ListenersCategory
News

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Artwork for The Trivium China Podcast

Latest Episodes

November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum.

• Fixed asset investment declined by double digits

• Industrial output grew at its slowest rate in 15 months

• Retail sales of consumer good... more

As the new year approaches, governments, corporations, and investors alike are asking: what will critical material supply chains look like in the year to come?

In this podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral ... more

At the end of each year, China's top economic policymakers get together for the Central Economic Work Conference (CEWC) to discuss their goals for the year ahead.

This year's CEWC wrapped up on December 11, and in this podcast, Trivium Co-founder An... more

In mid-2024, Beijing rebranded its overcapacity problems as “involution.” Does it matter? As the bard would say, a rose by any other name…

And yet, over time it’s become clear that this was more than just a rebranding exercise. Along with the change... more

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Recent Guests

Joe Peissel
Trivium's head of macro research and expert on Chinese economic trends.
Trivium
Episode: Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
Dinny McMahon
Head of Markets Research at Trivium
Trivium China
Episode: Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
Sean Stein
President of the U.S.-China Business Council.
U.S.-China Business Council
Episode: Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Gerard DiPippo
Associate Director at the RAND China Research Center and Senior Researcher
RAND Corporation
Episode: Ep 41 - China's economy is strong and weak at the same time
Kendra Schaefer
Head of Tech Policy Research at Trivium China
Trivium China
Episode: Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars
Even Pay
Director at Trivium focusing on agriculture policy research.
Trivium China
Episode: Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture
Lewis Blatt
CEO and co-founder of Almonte Industries, focused on Tungsten mining
Almonte Industries
Episode: Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race

Host

Andrew Polk
Host and co-founder of the analysis firm focused on monitoring Chinese government policy, discussing various critical aspects of China's economic and geopolitical landscape.

Reviews

4.9 out of 5 stars from 54 ratings
  • Good discussions on China macro

    Sharp stuff, always love listening to Dinny

    Apple Podcasts
    5
    Railey beach bum
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the sharp analysis on complex topics related to China and U.S. economic interactions. They highlight the hosts' expertise in breaking down intricate policies and providing insights that are valuable for understanding international dynamics.
The discussions are described as high-quality and informative, catering to those who enjoy a deeper understanding of geopolitical matters.

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Talking Points

Recent interactions between the hosts and their guests.

Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China
Q: What do you think a reasonable timeframe is?
For heavy rare earths, best case is three to five years.
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Q: What are you looking for out of that process?
Businesses are looking for a focus on fair competition and stronger IP protection in the upcoming five-year plan.
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Q: How do you think about that volatility and how are you hearing businesses talk about navigating it?
Businesses perceive volatility as a long strange trip, highlighting contradictions in U.S.-China policy and struggling to navigate differing agendas within the U.S. administration.
Ep 43 - Volatility and fragility: US and China seek path back to negotiating table
Q: Are Xi Jinping and Donald Trump going to meet in two weeks?
Yes, the implication is that they are likely to meet, indicating that negotiations are ongoing.
Ep 36 - China's surging stock market
Q: Is it feasible to push through these reforms in China's stock market this time?
Yes, there have been successful precedents in other countries, but the challenge lies in whether public sentiment can change and if the market can attract long-term investment.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Trivium China Podcast

What is The Trivium China Podcast about and what kind of topics does it cover?

A major focus of the content revolves around the intricacies and dynamics of U.S.-China relations, particularly concerning trade agreements, economic policies, and strategic geopolitical movements. Episodes frequently analyze the implications of China's policies, explore complex topics like the trade war and the impact on global supply chains, and examine significant governmental plans such as the 15th Five-Year Plan or the AI Plus Initiative. Additionally, discussions cover China's economic growth model, along with challenges in various sectors like technology and the property market. This depth of analysis makes the content particularly engaging for those interested in economics, international relations, and China's role in global affairs... more

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Which podcasts are similar to The Trivium China Podcast?

These podcasts share a similar audience with The Trivium China Podcast:

1. Sinica Podcast
2. ChinaTalk
3. Pekingology
4. ChinaPower
5. Odd Lots

How many episodes of The Trivium China Podcast are there?

The Trivium China Podcast launched a year ago and published 52 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Trivium China Podcast?

Recent guests on The Trivium China Podcast include:

1. Joe Peissel
2. Dinny McMahon
3. Sean Stein
4. Gerard DiPippo
5. Kendra Schaefer
6. Even Pay
7. Lewis Blatt

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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