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Ep 22 - The tariffs “have become a joke” + rare earth controls

In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest U…

1 year ago

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Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire

In this week’s Trivium China podcast, Trivium co-founders Andrew Polk and Trey McArver unpack the whirlwind tariff tit-for-tat between the US and Chi…

1 year ago

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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

In this week’s podcast, Trivium China Co-founder Andrew Polk links up with Trivium Co-founder Trey McArver. The two:

Pick up on last week’s conversati…

1 year ago

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Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools

This week, Trivium China Co-founder Andrew Polk sat down in Shanghai with fellow Co-founder Ether Yin and Trivium’s Head of Geopolitical Research Joe…

1 year ago

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Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture

In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium’s Director of China Ag Research Even Pay. 

The two first discuss the…

1 year, 1 month ago

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Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race

That’s a wrap, folks! The Two Sessions officially concluded in Beijing on Tuesday – just in time for this week’s podcast.

To begin the pod, Trivium Ch…

1 year, 1 month ago

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Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network

The wait is over: China’s annual policy extravaganza, the Two Sessions, kicked off in Beijing on March 4.

In our latest podcast, Trivium Co-founder An…

1 year, 1 month ago

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Ep 15 - Trivium Tech - AI fever and the future of China’s private sector

The firehose of tech-related China policy developments has been at full blast over the past few weeks.

And as always, Trivium is here to break down al…

1 year, 1 month ago

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Ep 14 - Trivium Markets - China’s best industrial policy is climate policy

To thrive in the long term, China needs to undergo near-total industrial restructuring.

So how’s that going?

In this week’s podcast, Trivium Co-founder…

1 year, 2 months ago

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Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine

While there was never any doubt that China would hit its 2024 GDP growth target of “around 5%,” the general consensus was that full-year growth would…

1 year, 2 months ago

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