Podcast Episodes
Back to SearchEp 62 - All the latest on the China supply chain front
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?
Th…
17 hours ago
Ep 61 - A stress test at the worst possible moment
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 positi…
3 weeks, 6 days ago
Ep 60 - How China views the Iran situation
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…
1 month ago
Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people
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 …
1 month, 1 week ago
Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs
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 –…
1 month, 2 weeks ago
Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
2026 has kicked off with a geopolitical bang – from US intervention in Venezuela to threats against Greenland to potential military action against Ir…
1 month, 4 weeks ago
Ep 56 - Heard on the street, Beijing edition
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…
2 months, 1 week ago
Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?
US-China bilateral relations have, surprisingly, been an anchor of calm amidst a sea of geopolitical uncertainty in the opening innings of 2026.
And i…2 months, 2 weeks ago
Ep 54 - Can China get investment growth back on track?
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 Chi…
2 months, 3 weeks ago
Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
China’s financial regulators have started 2026 with a flurry of activity.
On January 14, the securities regulator raised margin requirements on stock …3 months ago