I think Glenn gets a little hysterical sometimes but he's more shrewd than his hystrionics may lead one to believe.
He didn't say exactly that he thought it was going to happen. He was having a discussion segment with his producer Stu about the biggest things that could happen and what their relative impact would be. It was very analytical. Glenn gets a little preachy sometimes, but I respect the guy.
This was about a week ago. I don't know what else he's said.