Part 10/11:
Discussing whether current high growth levels can continue, Navalier believes the momentum is driven by accelerated depreciation and strategic onshoring, but he anticipates a slowdown next year. Still, the ongoing expenditure and innovation in sectors like AI, semiconductors, energy, and pharmaceuticals will sustain growth beyond 2025.
He emphasizes that the primary goal for policymakers and investors should focus on encouraging household formation, maintaining consumer optimism, and supporting technological innovation.