Great article. One thing to add: I listened to an interview with Cathie wood yesterday: she focused on the velocity of money and excused for sounding too esoteric probably:

What she introduced was the idea that a behavioral shift oa happening. The generations below 40 are more oriented on long term goals like autainability. In terms of behaviour or could mean less consumption and more investments.

If that is true, it would mean another great decade on markets.