This week, we get deep on the big market themes, discussing the rally in gold and Bitcoin, and pondering “where to?” for equities? Our spotlight interview focuses on why we’re sticking to our bullish long-term call on Japan. 

The Week in Review (0:43) — Assessing the markets from, bullion to equities to bitcoin

The Spotlight / Interview (8:30) — Japan: a good time to stop and smell the cherry blossoms

Canada Corner (15:38) — Tiff stiffs the bond bulls

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