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The Trivium China Podcast

Trivium China
China
Monetary Policy
Local Government Debt
Consumer Demand
Export Controls
Stock Market
Central Economic Work Conference
Economic Coercion
Trump Administration
Tariffs
Fiscal Measures
Local Government Finance
People's Bank Of China
Xi Jinping
Property Market
Politburo
Ministry Of Finance
GDP Growth
Fiscal Stimulus Measures
GDP

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.

PublishesWeeklyEpisodes55Foundeda year ago
Number of ListenersCategory
News

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Artwork for The Trivium China Podcast

Latest Episodes

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 truce between the two countries will prove more ... more

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 full-year 2025 data (released in mid-Jan) tells... more

China’s financial regulators have started 2026 with a flurry of activity.

• On January 14, the securities regulator raised margin requirements on stock trading in a bid to cool investors’ exuberance.

• The following day the central bank expanded a b... more

November economic data was a bit of a letdown, suggesting China’s economy is rapidly losing growth momentum.

• Fixed asset investment declined by double digits

• Industrial output grew at its slowest rate in 15 months

• Retail sales of consumer good... more

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Recent Guests

Linghao Bao
Lead semiconductor and AI analyst based in Shanghai
Trivium China
Episode: Ep 53 - Financial regulators start 2026 with a bang + Beijing’s view on the Meta-Manus deal
Joe Peissel
Trivium's head of macro research and expert on Chinese economic trends.
Trivium
Episode: Ep 48 - How Xi Jinping thinks about the rule of law + explaining why capital investment is tanking
Dinny McMahon
Head of Markets Research at Trivium
Trivium China
Episode: Ep 45 - China’s perspective on the trade ceasefire + 15th Five-Year Plan breakdown
Sean Stein
President of the U.S.-China Business Council.
U.S.-China Business Council
Episode: Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Gerard DiPippo
Associate Director at the RAND China Research Center and Senior Researcher
RAND Corporation
Episode: Ep 41 - China's economy is strong and weak at the same time
Kendra Schaefer
Head of Tech Policy Research at Trivium China
Trivium China
Episode: Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars
Even Pay
Director at Trivium focusing on agriculture policy research.
Trivium China
Episode: Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture
Lewis Blatt
CEO and co-founder of Almonte Industries, focused on Tungsten mining
Almonte Industries
Episode: Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race

Host

Andrew Polk
Co-founder and host, providing expert analysis on Chinese economic policies and trends.

Reviews

4.9 out of 5 stars from 59 ratings
  • Good discussions on China macro

    Sharp stuff, always love listening to Dinny

    Apple Podcasts
    5
    Railey beach bum
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience feedback highlights the trending discussions around economic policies, reflecting a strong interest in current affairs regarding China's economy.
Listeners appreciate the sharp analysis on China's macroeconomic conditions and find the discussions to be insightful.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#73
Hong Kong/News
Apple Podcasts
#231
Singapore/News

Talking Points

Recent interactions between the hosts and their guests.

Ep 46 - What China really agreed to on rare earths + assessing US capability to end reliance on China
Q: What do you think a reasonable timeframe is?
For heavy rare earths, best case is three to five years.
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Q: What are you looking for out of that process?
Businesses are looking for a focus on fair competition and stronger IP protection in the upcoming five-year plan.
Ep 44 - Xi’s make or break moment + USCBC’s Sean Stein on US-China volatility
Q: How do you think about that volatility and how are you hearing businesses talk about navigating it?
Businesses perceive volatility as a long strange trip, highlighting contradictions in U.S.-China policy and struggling to navigate differing agendas within the U.S. administration.
Ep 43 - Volatility and fragility: US and China seek path back to negotiating table
Q: Are Xi Jinping and Donald Trump going to meet in two weeks?
Yes, the implication is that they are likely to meet, indicating that negotiations are ongoing.
Ep 36 - China's surging stock market
Q: Is it feasible to push through these reforms in China's stock market this time?
Yes, there have been successful precedents in other countries, but the challenge lies in whether public sentiment can change and if the market can attract long-term investment.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About The Trivium China Podcast

What is The Trivium China Podcast about and what kind of topics does it cover?

This podcast offers in-depth analyses of China's economic and policy landscape, focusing on various facets such as monetary policy, technology, and environmental issues. The content primarily revolves around the complexities and implications of China's governmental decisions and economic trends, with expert commentary on topics ranging from electric vehicles, macroeconomic growth, and U.S.-China relations to the intricacies of China's new economic growth model. Unique insights are provided by specializing analysts and guests who bring expertise on semiconductor markets, supply chain dynamics, and more, making it a valuable resource for professionals interested in understanding the rapidly evolving economic environment in China.

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Which podcasts are similar to The Trivium China Podcast?

These podcasts share a similar audience with The Trivium China Podcast:

1. Sinica Podcast
2. ChinaTalk
3. Pekingology
4. Odd Lots
5. Face-Off: The U.S. vs China

How many episodes of The Trivium China Podcast are there?

The Trivium China Podcast launched a year ago and published 55 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Trivium China Podcast?

Recent guests on The Trivium China Podcast include:

1. Linghao Bao
2. Joe Peissel
3. Dinny McMahon
4. Sean Stein
5. Gerard DiPippo
6. Kendra Schaefer
7. Even Pay
8. Lewis Blatt

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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