Its wild. Truly wild. He's clearly not understanding bitcoin on a technical level. I may be missing something but he's off on gold with 100 years 2%.
No mention of proof of work, game theory, digital scarcity, double spend problem, or censorship resistance. Dave's whole deal seems to be he doesn't understand bitcoin. He's interpreting bitcoin based on the NGU crypto bros, and ignoring what die hard bitcoiners value.