The Trivium China Podcast

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

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

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

Ep 71 - Is China quietly beginning to deleverage?

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

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

Ep 68 - Can asset revitalization save local government finances?

Ep 67 - What exactly is US policy toward Taiwan?

Ep 66 - Jon Czin on Xi, Trump, and the US-China stalemate

The recent Xi-Trump meeting signals a fragile stalemate in US-China relations, where Beijing seeks to buy time and space rather than pursue concrete deliverables. This "constructive strategic stability" framework serves as a rhetorical trap, potentially undermining US commitments to regional allies. Meanwhile, China’s ...

Ep 65 - Xi-Trump vibes, meetings about meetings, and the PBoC’s next moves

Ep 64 - China sanctions pushback, macro resilience, and more Iran war fallout

Ep 63 - Beijing unwinds the Meta-Manus deal

Ep 62 - All the latest on the China supply chain front

Ep 61 - A stress test at the worst possible moment

Ep 60 - How China views the Iran situation

Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people

The Trivium China Podcast analyzes the key takeaways from China's Two Sessions, focusing on the Government Work Report and the 15th Five-Year Plan. The discussion centers on China's economic goals, particularly the ambitious growth target of 5% and how the country aims to achieve it through exports, technological upgra...

Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs

Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics

Ep 56 - Heard on the street, Beijing edition

Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?