The Trivium China Podcast

The Trivium China Podcast

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.


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Ep 74 - Kimi K3 Was So Good It Freaked Out Two Governments

Ep 74 - Kimi K3 Was So Good It Freaked Out Two Governments

Beijing is moving to restrict how far its own open-source AI models can travel abroad, just as Washington moves to restrict how far they can travel in. Same standoff, squeezing from opposite ends of t...

24 Heinä 39min

Ep 73 - China's Stock Market Rescue: How Big Is Beijing's Bet?

Ep 73 - China's Stock Market Rescue: How Big Is Beijing's Bet?

China is stepping in to prop up its stock market, quietly opening the door to more outbound investment, and easing off the credit gas – all at once. Coincidence? We don't think so.On this week's Trivi...

23 Heinä 56min

Ep 72 - China is building a market for data. Why isn’t America?

Ep 72 - China is building a market for data. Why isn’t America?

Data has become one of the most important inputs in the modern economy, especially as access to high-quality information increasingly shapes the global race to develop artificial intelligence. But whi...

17 Heinä 1h 5min

Ep 71 - Is China quietly beginning to deleverage?

Ep 71 - Is China quietly beginning to deleverage?

China’s economy has lost momentum after a surprisingly strong start to the year. But while many analysts are asking why Beijing isn’t doing more to stimulate growth, this week’s Trivium China Podcast ...

10 Heinä 39min

Ep 70 - China’s growth model hits another reality check

Ep 70 - China’s growth model hits another reality check

China’s economy started 2026 with surprising momentum – but the latest monthly macro data underscores that many of the country’s underlying challenges remain firmly in place. On this week’s Trivium Ch...

18 Kesä 37min

Ep 69 - Podcast | The “China Shock 2.0” fallacy

Ep 69 - Podcast | The “China Shock 2.0” fallacy

It’s been a busy few weeks for Chinese diplomacy, with Xi Jinping making a rare trip to North Korea while tensions between Beijing and Brussels continue to climb over trade, industrial policy, and the...

15 Kesä 52min

Ep 68 - Can asset revitalization save local government finances?

Ep 68 - Can asset revitalization save local government finances?

China’s local governments have spent the past four years grappling with the fallout from the property market collapse. Land sales have dried up, fiscal pressures remain intense, and officials across t...

5 Kesä 50min

Ep 67 - What exactly is US policy toward Taiwan?

Ep 67 - What exactly is US policy toward Taiwan?

This week on the Trivium China Podcast, host Andrew Polk is joined by Trivium’s Head of Geopolitical Analysis Joe Mazur to unpack one of the most consequential – and potentially misunderstood – issues...

29 Touko 1h 4min

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