Podcast Episodes
Back to SearchEp 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs
2025 is off to a rollicking start – especially when it comes to all things China.
After an extended hiatus from the pod, your friendly Trivium China t…
1 year, 2 months ago
Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference
In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – …
1 year, 4 months ago
Ep 10 - Trivium Markets and Politics - China flexes its export control muscles, puts Nvidia in the hotseat
China’s approach to economic retaliation against the US continues to evolve, with the past 10 days seeing a new round of critical mineral export cont…
1 year, 4 months ago
Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy
As the year draws to a close, it’s time for economic forecasts!
In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Res…
1 year, 4 months ago
Ep 8 - Trivium Politics - Reacting to Trump and courting the Global South
Xi Jinping had a busy week of diplomacy in South America, and in this episode of the Trivium China podcast we get into all of it.
Trivium Co-founders …
1 year, 5 months ago
Ep 7 - Trivium Markets - The fiscal stimulus that wasn't
On November 8, China finally unveiled its long-awaited fiscal stimulus package.
It fell well short of expectations and raised plenty of new questions …1 year, 5 months ago
Ep 6 - Trivium Markets - China’s evolving approach to economic coercion
In this week’s policy discussion, your friendly Trivium China team takes a step back to look at how China’s approach to economic coercion is evolving…
1 year, 5 months ago
Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election
After waiting over a month for a stimulus package from Beijing, we now know when to expect it – November 8, at the conclusion of a meeting by the leg…
1 year, 5 months ago
Ep 4 - Trivium Markets - Q3 econ data breakdown
The economic print for the third quarter of 2024 was pretty bad.
But even among all the grey clouds, there were some silver linings in the numbers.In …
1 year, 5 months ago
Ep 3 - Trivium Markets - Stimulus disappointment
It’s been a busy couple of weeks for China’s regulators. In quick succession there have been press conferences hosted by the economic planner (NDRC),…
1 year, 6 months ago