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Ep 32 - Dueling AI development strategies

China and the US are both rapidly refining their approaches to global AI development, through newly released AI actions plans.

In this week’s Trivium …

8 months, 3 weeks ago

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Ep 31 - The involution will not be televised

Is Beijing finally gearing up to address chronic oversupply – and resulting price wars – in its NEV and other cleantech sectors?

Trey McArver joins Tr…

9 months, 2 weeks ago

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Ep 30 - China preps for demise of US dollar dominance

At the Lujiazui Financial forum in June, central bank (PBoC) Governor Pan Gongsheng gave a speech that we believe redefined Beijing's attitude toward…

9 months, 4 weeks ago

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Ep 29 - Consumer upswings + geopolitical downswings

In this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Ether Yin (Trivium’s head of policy research) and Joe Mazur (Trivium’s…

10 months ago

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Ep 28 - Exiting the US-China trade death spiral

In the latest episode of the Trivium China podcast, Trivium Co-founders Andrew Polk and Trey McArver discuss this week’s phone call between Xi Jinpin…

10 months, 2 weeks ago

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Ep 27 - Weaponizing supply chains + the real-time breakdown of the Geneva détente

On this week’s Trivium China podcast, host Andrew Polk is joined by his colleagues Kendra Schaefer (Trivium’s head of tech policy) and Ether Yin (Tri…

10 months, 3 weeks ago

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Ep 26 - China explores its key points of trade leverage: rare earth export control updates + sanctions threats

In this week’s podcast, Trivium Co-founder Andrew Polk is joined by Trivium’s head of critical mineral and supply chain research, Cory Combs, to addr…

11 months ago

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Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM

In this week’s pod, Trivium co-founders Andrew Polk, Trey McArver, and Ether Yin all sat down together in DC to discuss the recent de-escalation in t…

11 months, 1 week ago

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Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports

It’s been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs.

In this week’s podcast, Trivium …

11 months, 2 weeks ago

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Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War

In this week’s podcast, Trivium co-founders Andrew Polk and Trey McArver examine Beijing’s latest thinking on trade tensions with the US – as both si…

11 months, 3 weeks ago

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