Is the Inflation Going to Be a Straight Line?

It sounds like you and i are very much both on a secular inflation view. We don't think it's just transitory, but we do think it's not going to be a straight line. What is the vestor positioning for this? Is it gold? Is it crypto? Is it oil? I it's oil. And is it potentially some place else, like broader base metals and other commodities? So i'm playing it in a diversified way.