To answer your question, if you're expecting a jump in inflation that others don't see coming, the key is not to own debt. Stocks can take a short term dip on inflation because it's bad economic news, but in the long run businesses will end up operating with proportionally higher revenues and expenditures, and as a result end up with proportionally higher stock prices. Real estate should go up proportionally (at least in theory). Gold sometimes jumps as people get into a "run for the hills" panic mentality. Debt, however, will be paid back in a now less valuable currency, so you'd be locked in to an inflation adjusted loss.

Now to answer the question you didn't ask: most people who study the matter are more worried about deflation than inflation in the developed world, and making your whole investment strategy a big bet that economists, hedge-fund managers, and world leaders know less about the economy than you (and/or the pundits you see on TV) is usually not the way to go. Picking a boring mix of stock and bond index funds and sticking with it often serves people better.