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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Episoder(85)

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

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

Beijing just released its most detailed rebuttal yet to accusations from the West around industrial overcapacity – and it pointedly avoided using the very word that started the fight in the first plac...

2 Aug 43min

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

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

China's July Politburo meeting is always a big one, as the leadership takes stock of the economy and signals policy adjustments for the second half of the year. In this year’s July meeting, officials ...

31 Jul 17min

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

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

A leaked, four-hour investor call with DeepSeek founder Liang Wenfeng has been spreading like wildfire on the Chinese internet over the past few days – before links to it started disappearing – and Tr...

27 Jul 24min

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 Jul 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 Jul 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 Jul 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 Jul 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 Jun 37min

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