Well couple places one sounds ridiculous but he had good reasoning. 1st he says that fiberglass itself is not water proof only resistant and can soak through over time. And the second being it can over time seep through the hull. And condensation being a third
Your guy sounds like a rocket scientist, but to me he doesn't know what he's talking about.
Condensation happens when moist air is in an air pocket and the temp changes in one surface to another. If the air pocket is full of foam and sealed, don't see how there can be any condensation. On the outside but not in a confined seal compartment
Water can and does penetrate gelcoat, but what happens first is water gets under the gelcoat and separates the gelcoat from the fiberglass. When this happens blisters show up. This also only happens if you leave the boat in the water for long periods of time, were talking months, some take years. The way to fix this is bottom paint. Also just cause the water penetrates the gelcoat, this does not put the water inside the boat. the water has to work it's way thru the glass, into the wood and then out the other side.