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All About Change


1 Tiffany Yu — Smashing Stereotypes and Building a Disability-Inclusive World 30:23
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Tiffany Yu is the CEO & Founder of Diversability, an award-winning social enterprise to elevate disability pride; the Founder of the Awesome Foundation Disability Chapter, a monthly micro-grant that has awarded $92.5k to 93 disability projects in 11 countries; and the author of The Anti-Ableist Manifesto: Smashing Stereotypes, Forging Change, and Building a Disability-Inclusive World. As a person with visible and invisible disabilities stemming from a car crash, Tiffany has built a career on disability solidarity. Now that she has found success, she works to expand a network of people with disabilities and their allies to decrease stigmas around disability and create opportunities for disabled people in America. Episode Chapters 0:00 Intro 1:26 When do we choose to share our disability stories? 4:12 Jay’s disability story 8:35 Visible and invisible disabilities 13:10 What does an ally to the disability community look like? 16:34 NoBodyIsDisposable and 14(c) 21:26 How does Tiffany’s investment banking background shape her advocacy? 27:47 Goodbye and outro For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…
The Trivium China Podcast
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المحتوى المقدم من Trivium China. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Trivium China أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
31 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
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المحتوى المقدم من Trivium China. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Trivium China أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
31 حلقات
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1 Ep 31 - The involution will not be televised 47:27
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Is Beijing finally gearing up to address chronic oversupply – and resulting price wars – in its NEV and other cleantech sectors? Trey McArver joins Trivium China Podcast host Andrew Polk this week to discuss just that question. Specifically, they examine what may be the early signs of a major policy shift – meant to break through the structural causes that keep industries from consolidating and zombie firms from exiting the market. The two discuss: The most recent meeting of the Central Commission for Financial and Economic Affairs – which took direct aim at these issues Other signs that momentum is building for a more forceful approach The ongoing challenges that such a policy pivot would face Parallels between this moment and mid-2016 – the last time a significant new macro policy framework was rolled out The gents also dive into their takeaways from the June Politburo meeting – as the Party looks to better coordinate its top policymaking bodies – and touch briefly on the latest rumors that Xi Jinping is losing his grip on power. Spoiler alert: We don’t buy the rumors. It’s another fun one – so enjoy!…

1 Ep 30 - China preps for demise of US dollar dominance 39:17
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At the Lujiazui Financial forum in June, central bank (PBoC) Governor Pan Gongsheng gave a speech that we believe redefined Beijing's attitude toward RMB internationalization. Since the policy was launched in 2009, RMB internationalization has been a struggle, with Beijing's commitment to maintaining capital controls making it difficult to claw market share from the dollar. But Pan's comments suggest Beijing thinks things might be about to get easier – with global faith in the dollar starting to erode, countries and companies might soon start looking for viable alternatives. That could create an opportunity for the RMB – as long as China is ready to grab it. In this week's podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the implications of Pan's comments, and the flurry of recent measures in support of RMB internationalization.…

1 Ep 29 - Consumer upswings + geopolitical downswings 37:35
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In this week’s Trivium China podcast, host Andrew Polk is joined by colleagues Ether Yin (Trivium’s head of policy research) and Joe Mazur (Trivium’s head of geopolitical research) – who all got together in Beijing. The three discuss a variety of topics including: China’s improving consumer data The current vibes in Beijing, as tourists flock in The latest on US-China trade talks The latest on EU-China trade talks How China issues played into the G7 meetings in Canada Come for the macro-econ data, stay for the geopolitical hot takes!…

1 Ep 28 - Exiting the US-China trade death spiral 43:45
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In the latest episode of the Trivium China podcast, Trivium Co-founders Andrew Polk and Trey McArver discuss this week’s phone call between Xi Jinping and Donald Trump that appears to have gotten trade talks back on track, for now. The two discuss: The developments and misperceptions from both sides that almost derailed the Geneva truce over the past three weeks What we know about the Xi-Trump call, and what needs to happen next to keep things on track China’s perspective on its rare earth export controls – and how the slow-moving approval process is upending global manufacturing Potential paths forward to a lasting agreement around US-China trade The EU perspective on all this – and how US-China negotiations may leave Europe out in the cold The upshot: US-China trade talks are currently in a much better place after the call than they were just a few days ago – but whether that will last is anyone’s guess.…

1 Ep 27 - Weaponizing supply chains + the real-time breakdown of the Geneva détente 40:54
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On this week’s Trivium China podcast, host Andrew Polk is joined by his colleagues Kendra Schaefer (Trivium’s head of tech policy) and Ether Yin (Trivium’s head of policy research) to talk through the latest tech controls from the US on China – and China’s likely reaction. The three discuss: The Trump administration’s move to restrict sales of electronic design automation (EDA) software to China The EDA landscape in China and whether Chinese tech firms can step in to fill this void in the semiconductor supply chain A spate of other US restrictions on chemicals for semiconductors, butane and ethane, machine tools, and aviation equipment How the Chinese will react to these moves, and what they suggest about the Trump administration’s internal coordination on China (or lack thereof) What it all means for the 90-day trade truce – and the prospects for wider tech and trade negotiations This stuff is pretty wild – and pretty depressing – but stick with us to the end, because we at least try to close on an upbeat note.…

1 Ep 26 - China explores its key points of trade leverage: rare earth export control updates + sanctions threats 53:54
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In this week’s podcast, Trivium Co-founder Andrew Polk is joined by Trivium’s head of critical mineral and supply chain research, Cory Combs, to address the mounting confusion over whether and how China will ease off on its rare earth export curbs. The gents discuss: The implications behind China’s recent approval of a handful of rare earth magnet export licenses Whether China would consider removing rare earths from its dual-use export control list – spoiler alert: it won’t Reactions to supply chain disruptions from electronics companies, defense manufacturers, and the US national security realm China’s most recent threat to retaliate against companies that comply with US rules targeting Huawei chips via the Anti-Foreign Sanctions Law The fragile nature of the 90-day US-China de-escalation, and what developments might derail the détente Strap in, we go deep in the weeds in this one.…

1 Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM 36:45
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In this week’s pod, Trivium co-founders Andrew Polk, Trey McArver, and Ether Yin all sat down together in DC to discuss the recent de-escalation in the US-China trade war. They guys also drilled down on China’s move to grant licenses for critical mineral exports to the US, as part of the temporary trade reprieve. And finally, the gents discussed where Beijing was really focused this week – deepening ties with Latin America. You definitely won’t want to miss this one!…

1 Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports 48:22
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It’s been a long time coming, but Beijing is finally ramping up economic support to counter the fallout from tariffs. In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss the wave of monetary policy measures rolled out by financial regulators on Wednesday. The gents get into the nitty gritty of China’s financial system – with forays into PBoC relending facilities, provident fund mortgages, and insurance companies’ capital requirements – to explain just what officials hope to achieve. They then round things off with a chat about the latest developments in the US-China trade war, and touch on China’s plan to double down on exports in the years ahead. Enjoy!…

1 Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War 43:46
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In this week’s podcast, Trivium co-founders Andrew Polk and Trey McArver examine Beijing’s latest thinking on trade tensions with the US – as both sides settle in for a sustained confrontation. The two discuss: Whether Beijing has Trump’s number The shifting narrative on China’s ability to sustain hostilities Conflicting reports as to whether China and the US are actively negotiating China’s patient approach to stimulus – with the recent Politburo meeting opting not to provide additional domestic economic support The Politburo study session on AI – and how China is trying to position itself globally As always, there’s lots to chew on!…

1 Ep 22 - The tariffs “have become a joke” + rare earth controls 46:29
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In this week’s podcast, Trivium Co-founder Andrew Polk is joined again by Cory Combs, Trivium’s head of supply chain research, to unpack the latest US-China trade war twists. The two discuss: Friday’s pause in the tariff escalation China’s pointed efforts to signal it won’t escalate further Whether the pause has staying power Why a painful stalemate is still far better than some of the alternatives The two then examine China’s latest export controls on rare earth elements. Cory breaks down the key dynamics, implications for companies, and what to expect next.…

1 Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire 44:12
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In this week’s Trivium China podcast, Trivium co-founders Andrew Polk and Trey McArver unpack the whirlwind tariff tit-for-tat between the US and China over the past week. The two discuss: Whether we are now locked in an unstoppable escalatory spiral Possible off-ramps for de-escalation How each side is misreading the other The best- and worst-case scenarios from here China’s likely policy support for the domestic economy amid sky-high tariffs Buckle up!…

1 Ep 20 - Trivium Markets and Politics - Xi meets foreign execs, China’s Liberation Day reaction, and Beijing’s latest efforts to develop flying cars 54:01
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In this week’s podcast, Trivium China Co-founder Andrew Polk links up with Trivium Co-founder Trey McArver. The two: Pick up on last week’s conversation about foreign businesses in China, walking through Xi Jinping’s big meeting with foreign CEOs on Friday Discuss China’s intervention in the Panama port deal between BlackRock and CK Hutchison Preview China’s likely response to Trump’s Liberation Day tariffs Then Andrew speaks with Trivium’s Head of China Tech Policy Research Kendra Schaefer to get into Beijing’s latest efforts to develop flying car technology. This one covers a lot of ground – and you won’t want to miss any of it.…

1 Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools 52:22
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This week, Trivium China Co-founder Andrew Polk sat down in Shanghai with fellow Co-founder Ether Yin and Trivium’s Head of Geopolitical Research Joe Mazur to discuss: Global businesses in Beijing for the China Development Forum The messages Chinese leaders are sending to the business community The stark contrast in mood between domestic and foreign businesses in China Whether consumer sentiment is finally turning a corner Beijing’s latest updates to the Anti-Foreign Sanctions Law…

1 Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture 48:08
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In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium’s Director of China Ag Research Even Pay. The two first discuss the biggest policy move out of China over the last week: · Beijing’s big new plan to boost consumption this year Spoiler alert: There’s a lot in the plan, but we’re still skeptical it will be enough to get consumers to pull out their wallets any time soon. Andrew and Even then discuss how all the latest moves in the US-China trade war are impacting China’s ag sector – and Xi Jinping’s view of food security. · They also touch on what may be coming next on the ag, food security, and trade fronts. Enjoy!…

1 Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race 1:06:23
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That’s a wrap, folks! The Two Sessions officially concluded in Beijing on Tuesday – just in time for this week’s podcast. To begin the pod, Trivium China Co-founder Andrew Polk is joined by fellow Co-founder Trey McArver to break down the key policy themes from the meetings – through the lens of Xi Jinping’s itinerary. Spoiler alert: It’s pretty much all about innovation. But wait, there’s more! We round out the pod with a special discussion of the evolving critical minerals race with Lewis Black, co-founder and CEO of Almonty Industries, the world’s largest non-Chinese tungsten miner. Lewis joins Andrew and Cory Combs, Trivium’s Head of Critical Minerals and Supply Chain Research, to examine supply chain geopolitics and its impacts on economic and national security. Needless to say, Lewis has some unique insights to share on: How the West became "addicted to the simplicity" of Chinese supply chains Why the 2008 financial crisis should have been a wake-up call in the crit-min space Why disparities between commercial and national interests mean the US simply can’t build out critical supply chains in the same way China has How he would advise the US to approach diversification You won’t want to miss a minute.…
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1 Ep 1 - Trivium Markets - Monetary support and the promise of fiscal stimulus - Trivium China Podcast 44:03
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It’s been a BIG week for economic policy in China. On September 24, the central bank (PBoC) rolled out a range of monetary support measures to bolster the economy, boost share prices, and provide property developers with financial relief. On September 26, the Politburo surprised everyone by dedicating its September meeting to the economy, with the meeting readout strongly hinting that more fiscal support is coming. In this episode, Trivium Co-founder Andrew Polk and Head of China Markets Research Dinny McMahon discuss: Why rates were cut, even after the PBoC said cuts are increasingly difficult The implications of the reserve requirement ratio (RRR) cut and why PBoC Governor Pan Gongsheng took the unusual step of providing forward guidance about a potential additional cut Why the PBoC is prepared to throw up to RMB 2.4 trillion in central bank funding into the stock market What a fiscal stimulus from Beijing might look like…
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1 Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network 1:18:46
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The wait is over: China’s annual policy extravaganza, the Two Sessions, kicked off in Beijing on March 4. In our latest podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, head of markets research, unpack the key economic targets in Premier Li Qiang’s Government Work Report. Given the economic headwinds – sluggish consumer demand, deflationary pressures, ongoing property sector woes, and an escalating trade war with the US – the stakes are high for getting the policy settings right. The gents kick things off by analyzing the implications of the 2025 GDP, inflation, and budget deficit targets for China’s economic prospects. They then dig into the spending and borrowing targets for the year ahead. Spoiler alert: There are some big numbers, but there’s less here than meets the eye. Finally, they wrap up with a quick discussion of China’s rapid-fire response to the second round of Trump tariffs. And this BIG: With this podcast episode, we are officially joining the Sinica Podcast Network . Following Dinny and Andrew's conversation, stay tuned for a follow up conversation between Trivium China Co-founders Andrew Polk and Trey McArver, and the man behind Sinica, Kaiser Kuo. It's a great discussion, and we're all excited about the new pod partnership!…
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1 Ep 15 - Trivium Tech - AI fever and the future of China’s private sector 1:01:30
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The firehose of tech-related China policy developments has been at full blast over the past few weeks. And as always, Trivium is here to break down all the latest. In this week’s podcast, Trivium China Co-founder Andrew Polk is joined by Trivium Partner and Head of Tech Policy Research Kendra Schaefer to discuss: Xi Jinping’s recent confab with private-sector tech executives What the meeting portends for private companies’ future role in advancing China’s tech ambitions The recent bevy of AI infrastructure investment announcements out of China How the recent DeepSeek revelation is driving it all China’s likely response to Trump’s America First Investment Policy They also touch on whether “another DeepSeek” is lurking somewhere in China’s AI ecosystem, just waiting to be discovered – and how to find it. If we do say so ourselves: This one is a can’t-miss, folks. We hope you enjoy the discussion as much as we did. We’ll have a lot more on all these topics in future episodes.…
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1 Ep 14 - Trivium Markets - China’s best industrial policy is climate policy 1:00:12
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To thrive in the long term, China needs to undergo near-total industrial restructuring. So how’s that going? In this week’s podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral and Supply Chain Research, discuss the key dynamics driving China’s policy-driven industrial transition, including: How Beijing has been using calls for climate action to drive industrial production up the value chain Where China’s painfully overcrowded new energy vehicle (NEV) market goes from here What recent renewable energy reforms in the world’s largest electricity system mean for the future of both energy and manufacturing in China In looking at the issues, the gents draw from some of our less publicly visible research – providing snapshots of a much bigger (and messier) picture. Which is to say, there’s much more to come.…
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1 Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine 49:21
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While there was never any doubt that China would hit its 2024 GDP growth target of “around 5%,” the general consensus was that full-year growth would come in somewhere near the bottom end of what might acceptably be considered “around.” Needless to say, it was quite a surprise when the stats bureau announced the economy had expanded by a full 5% in 2024. Even more surprising was that the economy had grown by 5.4% y/y in Q4 without any additional stimulus, when Q3 growth had only been 4.6%. In this week’s macro podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss where the growth came from (spoiler alert: it was exports) and whether it’s sustainable in 2025. They also discuss Andrew’s insights from his recent jaunt to Vietnam, Taiwan, and the Philippines.…
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1 Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs 1:02:05
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2025 is off to a rollicking start – especially when it comes to all things China. After an extended hiatus from the pod, your friendly Trivium China team is back in the saddle to keep you up to date on all the latest happenings. This episode features a discussion on the week’s back-and-forth between China and the US on the econ and tech fronts, featuring: Your loyal pod host, Andrew Polk, Trivium Co-founder Trey McArver, Trivium Co-founder Cory Combs, Trivium’s Head of Critical Mineral and Supply Chain Research After setting the scene with a quick rundown of the bevy of back-and-forth punches between the two countries since the start of the year, the gents dig into China’s response to the latest Trump tariffs, discussing: The multi-faceted nature of the response – and the message Beijing is trying to send the Trump administration What these moves mean for China’s future approach to economic and tech competition with the US The disparity between Trump’s across-the-board tariffs versus Xi’s moves to inflict more targeted pain What lies ahead in China’s evolving use of its export control regime There was a lot of ground to cover – and we suspect this is only the beginning.…
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1 Ep 11 - Trivium Markets - Key takeaways from the Central Economic Work Conference 45:53
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In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – to hammer out the economic agenda for the year ahead. In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what we learned from this year’s CEWC. We didn’t have high hopes for the readout from the CEWC. The summary typically gives away very little. But the document was a little meatier than usual this year. Andrew and Dinny discuss: How authorities will try to boost consumption Fiscal and monetary policy plans for the year ahead Their thoughts on the leaked GDP growth and budget deficit targets for 2025…
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1 Ep 10 - Trivium Markets and Politics - China flexes its export control muscles, puts Nvidia in the hotseat 43:06
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China’s approach to economic retaliation against the US continues to evolve, with the past 10 days seeing a new round of critical mineral export controls and the launch of an anti-monopoly investigation into Nvidia. This week Trivium China Co-founder Andrew Polk is joined by Trivium’s Head of Critical Minerals and Supply Chain Research Cory Combs to go through all the latest. The gents discuss: The details of China’s latest export controls on critical minerals China’s evolving approach to economic retaliation against the US Why we all should have seen this coming The most likely minerals next on China’s export control list China’s new long-arm jurisdiction approach to enforcement of export controls The anti-monopoly investigation into Nvidia – and the likely options moving forward One key takeaway: The timing of these most recent moves by China – as the Biden administration winds down and the Trump administration gears up – seems particularly canny. Biden can do little to respond. And Trump has no incentive to respond, at least not at this point. The upshot: China appears to be signaling to Trump that it is better prepared to fight back on the trade and tech war fronts this time around. So your move, Mr. Trump!…
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1 Ep 9 - Trivium Markets - Previewing the Central Economic Work Conference and 2025 macro policy 42:04
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As the year draws to a close, it’s time for economic forecasts! In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discuss what they expect from China’s economy in 2025. To do so, they dive into their expectations for the Central Economic Work Conference (CEWC), the annual year-end gathering of China’s top economic policymakers, expected to take place next week. The gents discuss their predictions for what the CEWC will decide regarding key policy settings for 2025, including: Interest rates The exchange rate Fiscal spending…
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1 Ep 8 - Trivium Politics - Reacting to Trump and courting the Global South 41:27
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Xi Jinping had a busy week of diplomacy in South America, and in this episode of the Trivium China podcast we get into all of it. Trivium Co-founders Andrew Polk and Trey McArver discuss: Xi Jinping’s diplomacy in Latin America – and how that fits into China’s wider geopolitical strategy China’s courting of the Global South in an age of US protectionism The remarkably creative approach that Chinese officials seem to be prepping as a second US-China trade war looms What to watch as China's approach to the US unfolds in the years ahead…
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1 Ep 7 - Trivium Markets - The fiscal stimulus that wasn't 47:35
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On November 8, China finally unveiled its long-awaited fiscal stimulus package. It fell well short of expectations and raised plenty of new questions about how Beijing is dealing with the economy. In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, get together to discuss the ways in which the package disappointed them and what they think comes next. They delve into: What the package means for financial stability and local government austerity policies What additional fiscal support we can expect in the new year Why the package undershot expectations They also spend some time discussing Beijing's uninspired response to weak household spending, and whether authorities have misdiagnosed a structural problem as cyclical.…
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The Trivium China Podcast

1 Ep 6 - Trivium Markets - China’s evolving approach to economic coercion 40:16
40:16
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In this week’s policy discussion, your friendly Trivium China team takes a step back to look at how China’s approach to economic coercion is evolving. Trivium Co-founder Andrew Polk is joined by fellow Trivium Co-founder Trey McArver to examine how Chinese officials have steadily built up robust countersanctions and export control regimes to hit back against perceived US economic aggression. They start by looking at the latest restrictions on US drone maker Skydio under the Anti-Foreign Sanctions Law and also discuss recent moves to: Undertake an Unreliable Entity List investigation into PVH Group, the US parent company of Calvin Klein and Tommy Hilfiger, for complying with the US Uyghur Forced Labor Protection Act Potentially begin a cybersecurity review of Intel’s products in China Conduct a cybersecurity review of US chipmaker Micron’s products in China Bolster the wider export control regime The upshot: Chinese officials appear to be going on the offensive with their countersanctions and export control regimes. Andrew and Trey discuss what it all means for foreign companies in China, US-China relations under a second Trump administration, and the broader securitization of the global economy.…
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The Trivium China Podcast

1 Ep 5 - Trivium Markets - Still waiting for stimulus and pondering the election 35:31
35:31
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After waiting over a month for a stimulus package from Beijing, we now know when to expect it – November 8, at the conclusion of a meeting by the legislature’s (NPC) standing committee. In this week’s podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what’s likely to be in the stimulus package and where it might prove surprising. They also discuss how the upcoming US Presidential election factors into Beijing’s policy making, and whether it might influence the stimulus package.…
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The Trivium China Podcast

1 Ep 4 - Trivium Markets - Q3 econ data breakdown 43:02
43:02
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The economic print for the third quarter of 2024 was pretty bad. But even among all the grey clouds, there were some silver linings in the numbers. In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, walk through the good and the bad of China’s most recent macro data. They then discuss a recent essay by Liu Yuanchun, China’s most influential economic advisor, about the rationale behind recent support measures, and why the support amounts to more than just stimulus. The gents also discuss: Why it’s taken Beijing so long to commit to providing stimulus What can we expect from monetary policy in the year ahead…
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The Trivium China Podcast

1 Ep 3 - Trivium Markets - Stimulus disappointment 37:39
37:39
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It’s been a busy couple of weeks for China’s regulators. In quick succession there have been press conferences hosted by the economic planner (NDRC), Ministry of Finance (MoF), and housing ministry (MoHURD). Yet none of them have delivered what everyone’s waiting for: stimulus. Of course, as is always the case, the devils in the detail – and the regulators left out a lot of detail. In this episode, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, discuss what was announced at the MoF and MoHURD press conferences. They then get into the potential shape of what the stimulus package will look like, and what they’re hoping for.…
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The Trivium China Podcast

1 Ep 2 - Trivium Markets - The dog that didn't bark, fiscal stimulus edition 36:38
36:38
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The big story out of Beijing this week has been fiscal stimulus: it didn’t materialize on Tuesday at the economic planner’s (NDRC) press conference, and now all eyes are on the finance ministry’s (MoF) press conference on Saturday. In this episode, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of China Markets Research, talk all things stimulus, covering: The likely timing of the much-anticipated fiscal stimulus How much might be rolled out And how it will be used Finally, they get into the constraints holding Beijing back from doing more.…
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