How Households Allocate (Patreon)

This was fascinating. I know Germans are very underweight risk assets...but what got me was UK and Australia. I can guarantee you all the Ozzies and Brits here in this community are very heavily weighted Equities.

Some things I see. People’s allocations looks very different depending on where they live:

• In Asia (China & Korea) most family wealth sits in property. The Chinese got creamed on this the last 5 years.

• In the US it’s more in stocks, bonds, and other financial assets.

That difference shows what people trust:

• In the East, people trust land and homes.

• In the West, people trust markets and paper assets.

But with inflation, the big question is:
People are slowly realizing the FIAT world is coming to an end... the future is AI and Crypto....