I'm the first one to put my hand up and admit I've spent to much time with Clif High over the years because though he got so much wrong, he did nail Margaret Thatcher's death and Hillary's collapse on 9/11 which keeps me checking in on his work.
However, despite many missed forecasts and an industrial case of confirmation bias, this is his best interview for a long time and I enjoyed listening to it.
It's enjoyable even for just entertainment value, though I did make the effort to study long term interest rates and I think the image I've used above is indicative of the change that the Webots are claiming.