How to Hedge Against the Upside Inflationary Story

If they're going to spotter, what's going to take their place? Is it going to be some of the stocks that over the last couple of years have been that so-called value trade? I think energy, perhaps. Some people have said financials, despite the fact that we had some turmoil over the industry over the last several months given regional banks and everything else. What is the place to be if you're not going to be in mega cap technology? Well, it's a great question. And I don't think it's going to replace the run-up. We understand the asset liability was a specific company issue.