Record highs all around

Today's slide deck: https://bit.ly/2PmWRKM  - 
Today we look at record highs for gold, the Nasdaq 100 and US treasuries and ponder the drivers, correlations and perhaps the sense of cognitive dissonance as well. A look at the Turkish lira risks, individual equity stories and much more on the call. Today with Peter Garnry on equities and John J. Hardy on FX.