All Episodes

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

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?

Ep 54 - Can China get investment growth back on track?

Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal

Ep 52 - China's economic slowdown – not as bad as it seems

Ep 51 - Reordering global supply chains: licenses, leverage, and our strategic look-ahead

Ep 50 - Breaking down the Central Economic Work Conference

Ep 49 - I say overcapacity, you say involution, let’s call the whole thing off

Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking

Ep 47 - China Shock 2.0: the trade implications of China’s new economic growth model

Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China

Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown

Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility

Ep 43 - Volatility and fragility: US and China seek path back to negotiating table

Ep 42 - Back on the escalatory spiral

Ep 41 - China's economy is strong and weak at the same time

Ep 40 - China's AI+ Initiative – why the AI race is not the Manhattan Project

Ep 39 - China's new economic growth model

Ep 38 - Back in black: Beijing’s efforts to turn around falling tax revenue

Ep 37 - Welcome to the New World Order

Ep 36 - China's surging stock market

Ep 35 - How much dependence on China is too much?

Ep 34 - Beijing's curious plan to stimulate services consumption with more investment

Ep 33 - It's turning out to be a good year for China's economy

Ep 32 - Dueling AI development strategies

Ep 31 - The involution will not be televised

Ep 30 - China preps for demise of US dollar dominance

Ep 29 - Consumer upswings + geopolitical downswings

Ep 28 - Exiting the US-China trade death spiral

Ep 27 - Weaponizing supply chains + the real-time breakdown of the Geneva détente

Ep 26 - China explores its key points of trade leverage: rare earth export control updates + sanctions threats

Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM

Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports

Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War

Ep 22 - The tariffs “have become a joke” + rare earth controls

Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire

Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars

Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools

Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture

Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race

Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network

Ep 15 - Trivium Tech - AI fever and the future of China’s private sector

Ep 14 - Trivium Markets - China’s best industrial policy is climate policy

Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine

Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs

Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference

Ep 10 - Trivium Markets and Politics - China flexes its export control muscles, puts Nvidia in the hotseat

Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy

Ep 8 - Trivium Politics - Reacting to Trump and courting the Global South

Ep 7 - Trivium Markets - The fiscal stimulus that wasn't

Ep 6 - Trivium Markets - China’s evolving approach to economic coercion

Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election

Ep 4 - Trivium Markets - Q3 econ data breakdown

Ep 3 - Trivium Markets - Stimulus disappointment

Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition

Ep 1 - Trivium Markets - Monetary support and the promise of fiscal stimulus - Trivium China Podcast