Ep 61 - A stress test at the worst possible moment
China's economy started the year off on the front foot – but fragilities remain just below the surface, and the war in Iran may put that early positive momentum to the test. To discuss the latest dyna...
29 Mar 1h 1min
Ep 60 - How China views the Iran situation
There’s only one storyline that matters geopolitically right now, and that’s the ongoing war between the US and Israel and Iran. Now in its third week, the war increasingly looks likely to be a protra...
20 Mar 1h 1min
Ep 59 - 15th FYP deep dive: industrial upgrading, solving the compute problem, and investing in people
On this week’s edition of the Trivium China Podcast, host Andrew Polk is back with a gaggle of Trivium analysts to go deep on various aspects of the recently released 15th Five Year Plan (FYP). The gr...
13 Mar 1h 27min
Ep 58 - FYP, GDP, and Ilaria Mazzocco on NEVs
It’s been a big week in China, with the annual government meetings (aka the Two Sessions) kicking off to lay out key policy priorities for the year – and to drop a draft version of the 15th Five Year ...
6 Mar 1h 39min
Ep 57 - Jude Blanchette on how China views “The Rupture” in global politics
2026 has kicked off with a geopolitical bang – from US intervention in Venezuela to threats against Greenland to potential military action against Iran, not to mention the latest tariff turmoil follow...
27 Feb 1h 19min
Ep 56 - Heard on the street, Beijing edition
It's been a while between trips, but last week Trivium's Head of Markets Research, Dinny McMahon, was back in Beijing. In this podcast, he and Trivium Co-founder Andrew Polk discuss Dinny's observatio...
13 Feb 32min
Ep 55 - Can US-China relations remain a calm amidst the geopolitical storm?
US-China bilateral relations have, surprisingly, been an anchor of calm amidst a sea of geopolitical uncertainty in the opening innings of 2026. And increasingly, it looks like the seemingly fragile t...
6 Feb 1h 6min
Ep 54 - Can China get investment growth back on track?
On this week’s Trivium China Podcast, host Andrew Polk speaks with our lead macro-econ analyst, Joe Peissel, to take a quick temperature check of China’s latest macro data. The two discuss: What the f...
31 Jan 1h 12min
