Best PXi Jinping Podcasts (2025)

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Ep 37 - Welcome to the New World Order 49:10

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2h ago49:10

49:10

Xi Jinping’s growing diplomatic clout was on full display over the past week. Things kicked off in the Chinese port city of Tianjin, where Xi hosted the annual meeting of the Shanghai Cooperation Organization. The enduring image from that meeting will be a beaming Russian President Vladimir Putin, walking hand-in-hand with Indian Prime Minister Nar…

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Calibrating China Ties - Indonesia 39:10

7d ago39:10

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Indonesia has been trying to find its footing as a major international player over the past decade. These efforts include trying to deepen investment and trade relationships with the People's Republic of China while skirting around differences over territorial claims and addressing Beijing’s rising prominence across Southeast Asia. Of concern as we…

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Ep 36 - China's surging stock market 30:57

5d ago30:57

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China's stock markets have been on a tear over the last few months, with the benchmark CSI 300 Index – which tracks the biggest companies listed in Shanghai and Shenzhen – up 25% since its low point in February. Beijing has wanted the market to rally for quite some time – but this upsurge has come as something of a surprise. China’s economic fundam…

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Ep 35 - How much dependence on China is too much? 50:21

15d ago50:21

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China's export controls on rare earth elements have exposed major US supply chain vulnerabilities. Now the US is scrambling to plug the holes – and China is working to maintain its leverage. The big question is: how far will each side go in these efforts? In this podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral and S…

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Ep 34 - Beijing's curious plan to stimulate services consumption with more investment 40:03

22d ago40:03

40:03

The quest to understand Beijing's views on consumer spending continues. The latest: On August 13, China's finance ministry (MoF) said it would bring down borrowing costs for service sector firms by providing them with rebates on their interest payments. Curiously, authorities framed the measure – which is clearly designed to increase investment – a…

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Calibrating China Ties - Korea 35:53

25d ago35:53

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Caught between economic opportunity and security imperatives, South Korea finds itself navigating one of Asia's most complex relationships with China. Seoul has constantly sought to calibrate the management of economic gains and security concerns, but growing U.S.-China competition complicates its options. South Korea must consider its trade and in…

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Ep 33 - It's turning out to be a good year for China's economy 51:41

1M ago51:41

51:41

When the Politburo met to talk about the economy at the end of July, the general tone was one of contentment. Despite the disruption of the Trump tariffs, China's economy has outperformed expectations this year, led by truly remarkable export growth. In this podcast, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Markets Research, discus…

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Ep 32 - Dueling AI development strategies 55:39

1M ago55:39

55:39

China and the US are both rapidly refining their approaches to global AI development, through newly released AI actions plans. In this week’s Trivium China podcast, host Andrew Polk is joined by Trivium’s Head of Tech Policy Research Kendra Schaefer to discuss what’s in the latest plans. The two discuss: The Trump administration’s pivot on chip sal…

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Calibrating China Ties - Malaysia 39:36

2M ago39:36

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Malaysia has developed a reputation for hewing closely with the PRC on economic matters in recent years. Yet, it had been a big beneficiary of the de-risking and China plus One strategies undertaken by various companies from earlier rounds of the U.S.-PRC trade war by being able to tap on U.S. capital and access the U.S. market. Malaysia also ongoi…

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After the Dalai Lama — China, India and the Tibetan Succession 38:47

2M ago38:47

38:47

The exiled Tibetan spiritual leader, the 14th Dalai Lama, marked his 90th birthday earlier this month with an announcement that his successor as Tibetan Buddhism’s most senior religious figure would be a reincarnation, to be identified after his death by the staff of his office in Dharamsala in northern India — where he has lived since fleeing Tibe…

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Calibrating China Ties - Vietnam 35:18

2M ago35:18

35:18

Vietnam has long had to carefully calibrate its relationship with, China, its giant neighbor to the north. The two sides have a history of cultural and economic exchange as well as invasion and occupation going back to antiquity. Today, the People’s Republic of China and the Socialist Republic of Vietnam have similar political systems and successfu…

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Ep 31 - The involution will not be televised 47:27

2M ago47:27

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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 cau…

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China, Iran and the Middle East — After Trump's Airstrikes 40:49

2M ago40:49

40:49

The shockwaves from Donald Trump’s airstrikes against Iran’s nuclear programme continue to reverberate. China condemned the attack as violating the UN Charter and warned that it risked destabilising the Middle East, an area where Beijing has fast-growing economic and diplomatic links — indeed China is now the biggest buyer of Iranian oil, and after…

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Ep 30 - China preps for demise of US dollar dominance 39:17

2M ago39:17

39:17

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 mar…

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Ep 29 - Consumer upswings + geopolitical downswings 37:35

3M ago37:35

37:35

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 Th…

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Left-Behind Men and Rebellious Women — Dating, Relationships and the Gender Imbalance in China 35:52

3M ago35:52

35:52

China's one child policy may have ended a decade ago — but its consequences are still being felt — not least in the continuing gender imbalance in the country's population: for several decades, the combination of restrictions on family size with traditional attitudes favouring male children, especially in rural areas, led to many female babies bein…

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Calibrating China Ties – Japan 37:37

3M ago37:37

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In this episode, Ian Chong, a nonresident scholar with Carnegie China, discusses how Japan seeks to navigate its complex economic and security ties with the People’s Republic of China. Japan’s economy has become deeply integrated with that of the PRC over decades of globalization and cooperation remains important, but mounting concerns about coerci…

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Ep 28 - Exiting the US-China trade death spiral 43:45

3M ago43:45

43:45

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 pa…

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Is China Winning the Tech War? A conversation with James Kynge 44:21

3M ago44:21

44:21

The sudden emergence of DeepSeek’s AI chatbot earlier this year reminded the world of just how fast Chinese technology is developing. But it’s also highlighted continuing tensions over China’s technological rise — US Vice President JD Vance recently spoke of America being in an ‘arms race’ with China for control of Artificial Intelligence: the US h…

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Ep 27 - Weaponizing supply chains + the real-time breakdown of the Geneva détente 40:54

3M ago40:54

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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 elec…

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Ep 26 - China explores its key points of trade leverage: rare earth export control updates + sanctions threats 53:54

4M ago53:54

53:54

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 …

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China US tariff talks — Is a deal possible? 42:45

4M ago42:45

42:45

After the drama of Donald Trump’s Liberation Day and the 145 percent tariffs he imposed on China, and Beijing’s retaliation with 125 percent tariffs, the two countries have agreed a 90 day pause while they engage in further negotiations. But with the US recently announcing that it would seek to punish any business using advanced chips made by the C…

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Ep 25 - Trivium Markets - Trade war ceasefire + export control latest + courting LATAM 36:45

4M ago36:45

36:45

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 wh…

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Bureaucracies at War, Featuring Tyler Jost 19:59

4M ago19:59

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Center Executive Director Lei Guang recently sat down with Tyler Jost to discuss his new book, Bureaucracies at War. This podcast features highlights from their conversation, focusing on how Jost’s analysis sheds light on the dynamics of today’s U.S.-China tensions.By UC San Diego School of Global Policy & Strategy (GPS)

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Rebooting China's Economy — Lessons from the 2008 Crisis 39:11

4M ago39:11

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In the face of Donald Trump's tariffs, will China's plans to boost its domestic consumer economy succeed — or could the government in Beijing be tempted to introduce massive stimulus measures, as it did after the financial crisis in 2008? In this episode of China in Context, leading scholar Yasheng Huang, professor of global economics and managemen…

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Ep 24 - Trivium Markets - China ramps up economic support + doubling down on exports 48:22

4M ago48:22

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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…

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Ep 23 - Trivium Markets and Politics - On Protracted (Trade) War 43:46

4M ago43:46

43:46

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…

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Trailer: Boss Class Season 2 2:03

4M ago2:03

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Good bosses are rare. They don’t have to be. The skills of management can be learned. The Economist’s management columnist, Andrew Palmer, is here to help. The second season of Boss Class features leaders at some of the world’s best performing companies, from Levi’s to Novo Nordisk to Google. New episodes are out weekly starting May 12th. To listen…

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Ep 22 - The tariffs “have become a joke” + rare earth controls 46:29

5M ago46:29

46:29

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 stalemat…

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Ep 21 - Trivium Markets and Politics - US-China tariff dumpster fire 44:12

5M ago44:12

44:12

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…

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Taiwan's Controversial Budget Cuts — The KMT goes DOGE? 31:59

5M ago31:59

31:59

Taiwan is facing a range of challenges — from Donald Trump's threat of 32% tariffs on its crucial exports to the US, to massive Chinese military exercises off its coastline aimed at intimidating the island's leaders. If that weren't enough, the DPP administration, led by President William Lai, has seen its budget slashed by Taiwan’s legislature, wh…

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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

5M ago54:01

54:01

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 Previ…

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Ep 19 - Trivium Markets and Politics - Beijing courts global CEOs + sharpens economic coercion tools 52:22

6M ago52:22

52:22

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 foreig…

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Planning China's Future — Boosting Consumption, Enterprise and Defence 45:49

6M ago45:49

45:49

At this month’s legislative session China announced policies to maintain GDP growth at 5%, boost consumption and the private sector and promote AI and high tech industry, from quantum computing to the low altitude economy. But will it be enough to reassure consumers and investors — and does the higher than GDP growth increase in defence spending in…

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Ep 18 - Trivium Markets and Politics - Action plan on consumption + trade war impacts on agriculture 48:08

6M ago48:08

48:08

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 ge…

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Ep 17 - Trivium Markets and Politics - Xi Jinping's innovation obsession + the critical minerals race 1:06:23

6M ago1:06:23

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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 mu…

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Ep 16 - Trivium Markets - Decoding China’s 2025 economic playbook + Joining the Sinica Podcast Network 1:18:46

6M ago1:18:46

1:18:46

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, deflationa…

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Writing Shanghai, Writing China — A Tribute to Lynn Pan 43:08

6M ago43:08

43:08

In this episode we look at the life and work of Lynn Pan, one of the most imaginative of writers in English about modern China and particularly Shanghai, who died last year, and was commemorated at a special event at the Hong Kong International Literary Festival earlier this month. Her books, including In Search of Old Shanghai, The New Chinese Rev…

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Ep 15 - Trivium Tech - AI fever and the future of China’s private sector 1:01:30

6M ago1:01:30

1:01:30

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 pri…

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China's Economic Challenges — Consumption Slump and Soaring Local Government Debt 51:57

7M ago51:57

51:57

With the US imposing new tariffs on Chinese exports, the state of the country’s domestic economy has become all the more crucial. Despite healthy export growth in recent years, at home consumer confidence has plummeted, with rising youth unemployment and a slump in the once booming housing market. Will recent government steps to reassure consumers …

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Ep 14 - Trivium Markets - China’s best industrial policy is climate policy 1:00:12

7M ago1:00:12

1:00:12

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 ca…

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Ep 13 - Trivium Markets - China’s Q4 growth miracle, and future prospects for its export machine 49:21

7M ago49:21

49:21

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…

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Ep 12 - Trivium Markets and Politics - Game on: Beijing hits back at latest Trump tariffs 1:02:05

7M ago1:02:05

1:02:05

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, fea…

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China and Africa — An Intimate Portrait 44:13

7M ago44:13

44:13

Donald Trump's new tariffs on Chinese exports may only boost the trend for Chinese companies to seek new markets and manufacturing bases overseas — including in Africa, where China is now the biggest trading partner and source of loans. On this episode, we discuss 'Made in Ethiopia', a new film looking at the human impact of Chinese involvement in …