Previously I felt that you would sometimes not know what to talk about and you would just start saying something to fill the airwaves, but you weren't really going anywhere with it and it would become kind of incoherent. I get that it's hard to keep talking when there are delays or when nothing is happening in the game. Not everyone can naturally poop out an hour of relevant, semi-interesting analysis bullshit about a game like Eepily and Nuze can. At this LAN I don't really recall any of those incoherent moments; in fact, I remember a few times where you pointed out something important that was happening off camera which might not have been immediately obvious, or when you pointed out some things about the match-up in pre-game which the audience might not be aware of.
I often feel that it's better for most casters to just look at the stream, because then you are merely focusing on what the audience can see. If you miss something that the observer also missed, the audience didn't see it anyway, so no-one will notice that you didn't point it out. It's much worse to miss something like a drop for 30 seconds because you were looking at your own free cam for example, because part of the audience will absolutely notice that. The only reason to use free cam as a caster is if you have very good game sense(played the game at a high level before becoming a caster) and you can help the observer select the right POV or make the audience aware of a crucial win condition before the fight or pick actually happens.