The Trivium China Podcast

Ep 94 - China’s hollow growth

Ep 93 - China on exchange rate revaluation: we’re not interested

The People's Bank of China (PBoC) recently issued an essay defending the nation's currency policy, asserting that China's massive trade surplus results from global competitiveness and industrial innovation rather than an undervalued renminbi. This stance rejects foreign calls for currency appreciation, arguing that exc...

Ep 92 - Beijing pivots toward more economic support

Ep 91 - Beijing’s quiet deleveraging push

Ep 90 - China isn’t ignoring AI risk, it’s rejecting America’s version of it

Ep 89 - Inside China's two-decade campaign to win over Latin America

Ep 88 - The Xi-Trump risk nobody's pricing in

Ep 87 - Joerg Wuttke: China told Europe exactly how it would beat us. We didn't listen.

Ep 86 - The weaknesses behind China's booming exports

Ep 85 - China’s approach to AI in the Global South: selling the razor blades, not the razor

Xi Jinping’s recent diplomatic tour across the Shanghai Cooperation Organization, Kyrgyzstan, and Egypt signals a strategic effort to cultivate parallel governance architectures and leverage Global South grievances against Western-led institutions. Rather than seeking global hegemony, China aims to secure its periphery...

Ep 84 - Nobody knows where the line is, and that’s the problem

Ep 83 - Beijing's new directive to its tech firms: behave abroad

Ep 82 - Another grim month for the Chinese economy

Ep 81 - The AI loophole Washington can’t afford to close

Ep 80 - The China chokepoints nobody's watching

Ep 79 - Beijing stops playing coy

China’s August 5th retaliatory economic measures represent a calculated, explicit response to recent U.S. regulatory actions, including FCC bans on Chinese robotics and DHS expansions of the Uyghur Forced Labor Prevention Act (UFLPA) entity list. These measures, analyzed by Trivium’s Head of Supply Chain and Critical M...

Ep 78 - China's secret weapon isn't subsidies, it's pain tolerance

Ep 77 - There’s no such thing as overcapacity, China says

The Ministry of Commerce’s (MOFCOM) recent position paper on industrial overcapacity marks a strategic shift in Beijing’s defense against Western trade accusations. By reframing "overcapacity" as "involution"—a state of excessive, self-destructive domestic competition—China positions itself as a champion of free trade ...

Ep 76 - China's economy is hurting, Beijing's answer is patience

Ep 75 - DeepSeek Founder Goes Off Script in Leaked Investor Call