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!
The Trivium China Podcast