Donald Coxe, eh?
In terms of investment ways to play this:
"gold mining stocks, base metal stocks, and of course crude oil moves up faster than the dollar goes down."
"What you need to be invested in is where the fast growth is occurring and where there's pricing power, that's China and India, but you can do that by buying the great mining stocks that are here, so you don't take country risk."
Read more here in Donald Coxe's March commentary.
[I'm more inclined towards the oils myself, but to each his own.]