Haven't listened to the podcast, but I take the point. We all here see the major issues with the parks and how Chapek is the single consistent factor in their decline. Ultimately, I think Disney can keep doing what they're doing because there's this weird cultural phenomenon where people come regardless of quality. The parks ride off of a reputation that is long gone and the rubes just eat it up.
That being said, I think Disney will manage to find itself in trouble within the next few years. The narrative keeps shifting towards more enjoyable Universal vacations, and when Epic Universe opens and continues to expand with a slate of new hotels, I have a feeling Disney is going to lose a lot of market share. Inevitably, the company will have to either change course or just simply continue to lose out.