I love listening to their show!
Jim definitely knows a lot of history regarding the Disney company and the development of the WDW resort. This is a lot of what the show provides, a bit of history to help explain the possible future.
That being said, predicting what the future holds is a trick that Disney can't even get right, just look at hyperion wharf. Regardless, I enjoy hearing about what might possibly be coming even if it doesn't always pan out.
He's gotten more than a few things right, for example he said Frozen was coming to Norway a months ago. I trust his information as a bit more than "spitballing"