The Trivium China Podcast
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Podcast Overview
<p>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.</p><p><br></p>
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Publishing Since
9/27/2024
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Recent Episodes
July 27, 2026
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 Trivium's Bao Linghao joined the pod to give it a Friday-morning stress test. His verdict: The transcript seems legit, and it tracks with everything else we know about how the lab operates.Quick note: This is another one of our shorter, quick-turnaround episodes – where Andrew grabs an analyst for ...
July 24, 2026
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 the pipeline.Quick note: This episode is the first of a new, more frequent style of podcast we're rolling out – shorter, faster-turnaround conversations to react to the news as it breaks, alongside our regular weekly deep dives. Look for more of these in your feed soon.On this episode, Andrew Polk...
July 23, 2026
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 Trivium China Podcast, Andrew Polk sits down with Dinny McMahon (Head of Markets Research) and Joe Peissel (Lead Macro Analyst) to unpack: Why the "national team" bought A-shares after last month's selloff, and why this intervention was smaller than last year’sWhat SAFE's move to regularize QDII quota...
75 total episodes available
Recent guests on The Trivium China Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Joe Peissel
Guest
Kendra Schaefer
Guest
Dinny McMah
Guest
Sean Stein
Guest
Gerard DiPippo
Guest
Xi Jinping
Guest
Dr Michael Pettis
Guest
Andrew Polk
Guest
Dinny McMahon
Guest
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Frequently asked questions
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- What is The Trivium China Podcast?
<p>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.</p><p><br></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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