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The Trivium China Podcast

by Trivium China
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Latest episodes

  • Ep 91 - Beijing’s quiet deleveraging push

    October 9, 2026 · 33 min

    For the first time in recent memory, a senior Chinese economic official is really pushing the idea that China needs to control its debt-to-GDP ratio. In a recent Qiushi essay, central bank (PBoC) Governor Pan Gongsheng laid out why credit…

  • Ep 90 - China isn’t ignoring AI risk, it’s rejecting America’s version of it

    October 6, 2026 · 56 min

    When Anthropic CEO Dario Amodei called on US labs to pace the AI frontier, Washington said no – and so did Beijing. In fact, Chinese state media outlet China Daily went further, calling Amodei’s suggestion a “self-serving bid for…

  • Ep 89 - Inside China's two-decade campaign to win over Latin America

    October 2, 2026 · 57 min

    From ports to lithium mines to diplomatic battles over Taiwan, China has spent two decades persistently building influence across Latin America and the Caribbean – one contract, one relationship, one chamber of commerce at a time. Leland…

  • Ep 88 - The Xi-Trump risk nobody's pricing in

    September 25, 2026 · 37 min

    US President Donald Trump met Xi Jinping on the tarmac at Joint Base Andrews on Wednesday – a rare honor last extended to the Pope by Barack Obama. The atmospherics of the greeting and the rest of Xi’s Washington trip were great. The…

  • Ep 87 - Joerg Wuttke: China told Europe exactly how it would beat us. We didn't listen.

    September 23, 2026 · 51 min

    Back in 2017, China’s former SASAC chairman told Joerg Wuttke, then president of the EU Chamber of Commerce in China, precisely which industries China’s overcapacity machine would roll through next: EVs, batteries, solar, wind, basic…

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  • Ep 86 - The weaknesses behind China's booming exports

    September 18, 2026 · 30 min

    China’s manufacturing output just grew at the fastest pace in six months, but retail sales barely moved last month – and the gap between the two growth rates just hit its widest point in over three years. The upshot: Exports are still…

  • Ep 85 - China’s approach to AI in the Global South: selling the razor blades, not the razor

    September 12, 2026 · 1 hr 21 min

    Everyone keeps calling the US-China AI competition a race. But Eric Olander, co-founder of the China Global South Project, says that framing is wrong – because a race implies a finish line, and this competition doesn't have one.Eric’s view…

  • Ep 84 - Nobody knows where the line is, and that’s the problem

    September 4, 2026 · 53 min

    The US and China have been quietly testing each other’s limits all summer – and neither side actually knows where the breaking point is. To discuss the nature – and limits – of the fragile US-China economic détente, we are joined this week…

  • Ep 83 - Beijing's new directive to its tech firms: behave abroad

    August 28, 2026 · 28 min

    Chinese tech companies keep getting fined and blocked overseas – sometimes unfairly, and sometimes because they’re behaving exactly like they do at home. Beijing just released a plan to fix both problems at once.Our take: “China’s…

  • Ep 82 - Another grim month for the Chinese economy

    August 20, 2026 · 38 min

    China’s July macro data just landed, and the title of our monthly macro note says it all: “A Grim Picture.” Consumption, investment, and property all deteriorated further last month – and the two props that supported the economy in the…

  • Ep 81 - The AI loophole Washington can’t afford to close

    August 17, 2026 · 31 min

    Chinese companies can’t legally buy the most advanced US-made AI chips, so they’re renting them instead – from data centers in Thailand, Malaysia, and beyond – completely legally. US policymakers know about the issue – but several years…

  • Ep 80 - The China chokepoints nobody's watching

    August 13, 2026 · 1 hr 4 min

    When it comes to China’s key nodes of economic leverage, rare earths get all the attention – because they’re the cheapest, easiest lever China has to pull. But the more durable – and future – points of leverage are already hiding in plain…

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About the show

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.