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!