I find this podcast extremely interesting. Not about whats said necessarily, but the body language.
I think Balague accidently lets it slip that we're in for Kaka. Watch his body language, when they first move onto discussing City and he starts talking he says something about Mourninho or Benitez and then says what if we sign Kaka, look at his body language when he says huge star....
Then he starts talking about other players and the interviewer keeps asking who the star is...look at his body language then and the way he avoids the question. I'm 100% convinced he knows who it is - it may not be Kaka but its the way he said it in following sentence without thinking. If he wasnt being speculative he would have paused and thought who is the biggest star I could use to backup my point of view, but he didnt, he said it without thinking in flowing sentence.
Im no body language expert but if you all watch the interview and watch what he says and how he says it - i think you will agree with me.
Oh and when he said huge star, he also said now - and he had a very adamant tone of voice.
He knows who the big star we are going to sign is. He has a degree of excitement to his body language but also caution because he cant give it away. Watch the video a few times!