Ben Horowitz of Andreesen Horowitz, author of "The Hard Thing About Hard Things," discusses in its entirety, "nailing the hard things," in a complete Stanford Talks:
As global trade uncertainty recedes and macroeconomic conditions improve, investors face a complex landscape. This month's Allocation Views examines sustained equity-market momentum, driven by stronger economic activity and earnings, while cautioning against elevated valuations and unresolved tariff risks.