Governments keep pushing the problem forward, right? Refinance today, refinance tomorrow, refinance again next year. But here's the thing—that debt mountain isn't going away. Eventually, the bills come due.

And when they do? There's really only one playbook left: fire up the money printer. No other way out of this mess.

So why are markets stretching this far? Connect the dots. When fiat devaluation becomes inevitable, hard assets start looking pretty damn attractive.