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Hi everyone and welcome to the next big trade.

I'm your host Harry Malandry from MI2 Partners.

On this programme I'll talk to some of the world's foremost traders

about current trends in markets and what they believe is a smart bet.

We'll hear about their career journeys and of course find out what they're targeting

as their next big trade.

Enjoy the show.

Welcome to the next big trade and thanks for joining us.

This week I'm talking to David Rosenberg.

David's one of the biggest names in global macro.

Of course, that's if you think global macro has big names.

Some people might argue with that.

I followed his argument since the late 90s and I think we've met a couple of times professionally.

Once was when I was a real money manager with Aberdeen or Deutsche or whatever it was called.

And once when I was at Breven Howard, I really hope David doesn't remember me

...