Prediction Didn’t hold up AI assessment confidence: 90% certainty 4/5 debate potential 2/5

Masters: China's savings rate will drop rapidly as demographics mirror Japan

Seth Masters · Seth Masters – Investment Polymath (Capital Allocators, EP.38) · Jan 29, 2018 · at 15:56

Seth Masters analyzes the long-term structural demographic headwinds facing China's economic model.

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“China's Demographics are rapidly shifting from very healthy, as in, you know, a lot of working age people, to very Japanese-like, and as that occurs, you're going to get the same problems you had in Japan. Savings rates are going to start really dropping very fast as people stop basically working and begin consuming whatever their retirement packages are”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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