Cramer's said it a thousand times: No portfolio is complete without some exposure to gold. He said gold is one of the easiest stories to understand. Cramer said in a nutshell, it's getting harder and harder to find the shiny stuff at a time when the world is demanding more and more of it. Whether it's the rising middle class wanting to show off their new found wealth, or governments stockpiling the precious metal as a hedge against their devaluing currencies, gold, along with other metals, can easily justify their record-setting prices. Cramer said gold is an asset class in and of itself, and its increasing scarcity makes it a safe investment for every portfolio. Cramer once again reminded viewers that there are many ways to invest in gold, from gold bars and bullion, to coins and jewelry, to ETFs like the SPDR Gold Shares ( GLD) to the gold mining stocks themselves. Of the latter, Cramer gave the nod to Goldcorp ( GG), along with Barrick Gold ( ABX), International Tower Hill Mines ( THM) and Novagold ( NG). Cramer said like the homeland security stocks, there's no need to rush into the gold stocks. Cramer said he would be a buyer on any pullback or weakness in any of these names. In his conclusion, Cramer said investors don't have to agree with all of the theme's he outlined in today's show. He said what's important is that investors believe in something long-term, and have the conviction to see it through the next time the market sells off. He said if investors are patient and calculating, his shopping list of long-term themes will serve them well. --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. To follow the writer on Twitter, go to http://twitter.com/scottrutt. To submit a news tip, send an email to: email@example.com. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. Want more Cramer? Check out Jim's rules and commandments for investing from his latest book by clicking here. For more of Cramer's insights during the Lightning Round, click here .