

Ep. 301: Andrew Polk on China’s Bet on Tech Supremacy
Mar 28, 2025
Andrew Polk, co-founder and head of economic research at Trivium China, dives deep into China's economy and tech supremacy. He discusses the transition from property-driven growth to emerging industries, the complexities of Xi Jinping's economic philosophy, and China's strategic positioning in global supply chains amidst deglobalization. The conversation also touches on the implications of U.S.-China relations in light of possible changes in U.S. leadership and the ongoing challenges posed by tariffs, all while emphasizing the importance of strategic planning for entrepreneurs.
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Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
From Amarillo to Analyzing China: A Journey
01:48 • 22min
China’s Strategic Play in Global Supply Chains and Deglobalization
24:03 • 5min
China's Strategic Response to Trump 2.0
29:00 • 8min
Tariffs and China's Economic Strategy
37:00 • 3min
Taiwan's Future: Unification or Coercion?
40:21 • 7min
Insights and Recommendations for Entrepreneurs
47:00 • 2min