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The Trivium China Podcast

Trivium China
China
Xi Jinping
Central Economic Work Conference
Exports
Tariffs
Property Sector
Monetary Policy
China's Economy
U.s.-China Trade Relations
Export Controls
Us-China Trade War
Chinese Economy
Local Government Debt
Trade War
United States
Us-China Relations
Rare Earth Elements
Investment
Economic Coercion
Politburo

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.

PublishesWeeklyEpisodes65Foundeda year ago
Number of ListenersCategory
News

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Artwork for The Trivium China Podcast

Latest Episodes

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 Chain and Critical Minerals Res... more

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 half of this week’s Trivium C... more

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 Head of Tech Policy Research ... more

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 Chain Research Cory Combs break ... more

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Recent Guests

Cory Combs
Head of Supply Chain and Critical Minerals Research, Trivium
Trivium
Episode: Ep 64 - China sanctions pushback, macro resilience, and more Iran war fallout
Jeremy Stevens
China economist for Standard Bank Group, based in China for years
Standard Bank Group
Episode: Ep 61 - A stress test at the worst possible moment
Ilaria Mazzocco
Deputy Director and Senior Fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies
Center for Strategic and International Studies (CSIS)
Episode: Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs
Jude Blanchette
Director of the RAND China Research Center, expert in Chinese politics and international relations.
RAND Corporation
Episode: Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
Linghao Bao
Lead semiconductor and AI analyst based in Shanghai
Trivium China
Episode: Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
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

Host

Andrew Polk
Host and co-founder, Trivium China; focuses on policy analysis and macro trends in China.

Reviews

4.9 out of 5 stars from 73 ratings
  • Good discussions on China macro

    Sharp stuff, always love listening to Dinny

    Apple Podcasts
    5
    Railey beach bum
    United Statesa year ago

Listeners Say

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

Great coverage of policy impacts on markets and investment strategies.
Consistently high-signal guests and informed hosts.
Sharp, data-driven analysis of China macro conditions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#176
India/News
Apple Podcasts
#202
Hong Kong/News
Apple Podcasts
#212
Singapore/News

Talking Points

Recent interactions between the hosts and their guests.

Ep 65 - Xi-Trump vibes, meetings about meetings, and the PBoC’s next moves
Q: What stood out about currency signaling in the PBoC report?
The reappearance of language about creating a stable exchange-rate environment signals a priority shift toward stability rather than a directional bet, implying the authorities want to limit volatility amid global uncertainty.
Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
Q: How does China view the recent geopolitical 'rupture'?
China sees this rupture as a validation of its strategic path towards self-reliance and a reconfiguration of global power dynamics away from Western dominance.
Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
Q: What does the 15th Five-Year Plan imply for China's approach to welfare spending?
There are indications of a potential shift in Beijing's approach, suggesting a willingness to invest more in welfare, previously considered a risk due to concerns over debt.
Ep 56 - Heard on the street, Beijing edition
Q: What observations did you make during your recent trip to Beijing regarding the local economy?
People's perceptions have shifted from optimism to concerns over declining incomes and housing market difficulties. Many are feeling worse off than before due to property value drops and income cuts.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Trivium China Podcast

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

Two leading China policy analysts with a focus on macroeconomics, technology policy, and geopolitics host a data-driven, policy-forward show that dissects China's latest moves and their global implications. Episodes frequently feature deep dives into macro data, industrial policy, supply chains, and strategic risks, often pairing host commentary with external experts. A recurring strength is unpacking complex policy documents and geopolitical dynamics into actionable takeaways for professionals tracking China's economy, tech sector, and international relations. It's likely to appeal to executives, investors, and policy-minded listeners who want nuanced, scenario-based perspectives rather than headline summaries. Noteworthy is the show's reg... 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. Pekingology
3. ChinaTalk
4. ChinaPower
5. The China in Africa Podcast

How many episodes of The Trivium China Podcast are there?

The Trivium China Podcast launched a year ago and published 65 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. Cory Combs
2. Jeremy Stevens
3. Ilaria Mazzocco
4. Jude Blanchette
5. Linghao Bao
6. Joe Peissel
7. Dinny McMahon
8. Sean Stein

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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