He's talking about long-term debts. The current situation might cause a recession -> lower expectation in the future -> lower interest rates -> lower debt payments.
@nostrich has been vocal long before he (sold?) his stake in twitter. I appreciate him very much and for what he has has stood up for. I think there are many things "we" interpret but don't know anything about. Jack seems to be super humble through all of it. Legend.
Also please check your dm. Not sure if that's normal, but I can see who you're talking to in private. (Encrypted though and might be normal for nostr. I am not e tech guy)