Christ it's a painful listen that.
We all know he's not a particularly deep thinker but it's pretty clear from that he's out of his depth on this topic. He doesn't really articulate why that's his view, more just it's his opinion based on "feels".
I also suspect he's floundering a bit there because he doesn't want to upset his other club too much.
I wouldn't want him taken off commentary duty for that.
I'd have him taken off because "expert" is doing some heavy lifting with his job title of "expert summariser". But that's always been the case.