What’s next for growth stocks?

In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Dave Pudzianowski about the future of growth stocks. Dave introduces a framework of three engines that power growth: expansionary, disruptive, and replacement growth. He uses examples like Amazon, Netflix, and Sweetgreen to illustrate these engines and discusses how macroeconomic conditions and innovation influence growth opportunities. Dave also touches on the importance of identifying latent demand and how a philosophical background can aid in understanding consumer needs, providing insights into how investors can evaluate growth companies and identify potential saturation points.