Ep 51 - Reordering global supply chains: licenses, leverage, and our strategic look-ahead
As the new year approaches, governments, corporations, and investors alike are asking: what will critical material supply chains look like in the year to come? In this podcast, Trivium Co-founder And...
19 Des 202554min
Ep 50 - Breaking down the Central Economic Work Conference
At the end of each year, China's top economic policymakers get together for the Central Economic Work Conference (CEWC) to discuss their goals for the year ahead. This year's CEWC wrapped up on Decemb...
13 Des 202537min
Ep 49 - I say overcapacity, you say involution, let’s call the whole thing off
In mid-2024, Beijing rebranded its overcapacity problems as “involution.” Does it matter? As the bard would say, a rose by any other name… And yet, over time it’s become clear that this was more than ...
6 Des 202542min
Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
On this week’s Trivium China Podcast, your loyal Trivium team digs into China’s key domestic and regional developments from the past few days. First, Trivium Co-founders Andrew Polk and Trey McArver d...
21 Nov 202550min
Ep 47 - China Shock 2.0: the trade implications of China’s new economic growth model
With the US and China having agreed to a détente over trade, now is a good time to take a step back from the day-to-day back-and-forth of measures and countermeasure, and look at the longer term impli...
15 Nov 202550min
Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China
Confusion around what China has officially agreed to in terms of pausing its rare earths, and other critical mineral, export controls persists – even as we are a week out from Donald Trump and Xi Jinp...
8 Nov 20251h 5min
Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
It was another monumental week on the China front. On Tuesday, the Party released its sprawling 15th Five Year Plan (FYP) Proposals – laying out the sheer scale of Xi Jinping’s policy ambitions over t...
31 Okt 20251h 11min
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Alright folks, this one is a banger. In this week’s Trivium China podcast, host Andrew Polk is joined first by colleagues Dinny McMahon and Joe Peissel. The three discuss: The most recent China macro ...
24 Okt 20251h 13min
