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📈Our WYNDEX update for today:

Not a good week for the WYNDEX! While the S&P and NASDAQ were also in the red last week (1.65% and 2.2%, respectively), the WYNDEX shed 7.7%. Some highlights: Palo Alto Networks lost 10.8% as the market did not react well to the cyber player’s acquisition of Chronosphere, and WIX and Monday.com shares were also down… no big moves in the green, sadly. 

🔎Our Long Play today is… a panel conversation that took place at the recent Z3 conference in Palo Alto, a one-day event that delves into world Jewry and Israel and the relationship between the two. There were lots of important conversations that took place at the conference… this one was about the economic relationship between the U.S. and Israel and how it’s changed over the last couple of years, plus of course what comes next. Speakers were: Omer Fein, Chief Economic Consul to the Western United States; Joy Sisisky, president and CEO of the Jewish Community Federation Bay Area; and Shaun Maguire, partner at Sequoia Capital. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

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𝕏 Michal on X

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📈Our WYNDEX update for today:

We’re seeing mixed signals for the WYNDEX this week. The index shed 1.53% beating NASDAQ by almost 0.5% but falling below S&P by 0.77%. In the green: Pluristem (the carrot protein drug developer we discussed in the past) tops the flock with a 17.33% rise. Another notable climb was registered by the 2025 joiner, E-Toro with a 16.11% climb. In the red: We continue to see tough sentiment for Monday.com, which shed 15% on the week, 45% from its 2025 peak and ~25% year-to-date. Another 2025 Wyndex joiner, Via, shed 13.5% this week, falling below its IPO price. 

🔎And our Long Play today is a conversation with Yevgeny Dibrov, cofounder and CEO of cyber company Armis, which just raised a $435 million pre-IPO funding round at a valuation of $6.1 billion. Yevgeny worked with the Wiz team at their first company, Adallom, which was bought by Microsoft. He started Armis about ten years ago and today it’s one of the most highly valued Israeli-founded cyber startups… we’ll talk to him about the state of Israeli cyber + why more companies in the space don’t make it all the way to an IPO.  

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

It was a tough week all around. The NASDAQ and S&P shed some serious AI market cap and while WYNDEX was in the red - though it significantly outperformed both NASDAQ and S&P. In numbers: NASDAQ lost 3.96% and S&P lost 2.23%, while the WYNDEX lost 1.26%. That’s 2.7% better than NASDAQ and 0.97% compared to the S&P.

🎯Our Big Shorts for today:

• India and Israel sign defense MOU: India will reportedly acquire missile systems from Israel Aerospace Industries (IAI) for $3.75B, and IAI will convert six commercial planes into Indian Air Force refueling aircraft. 
• A Goldman Sachs report, published after the ceasefire went into effect last month, is (cautiously) optimistic on economic growth in Israel, largely due to an easing of labor market constraints. We dive into the numbers from the report…

🔎And our Long Play today is a look at the AI bubble - which is not quite bursting but showing some cracks (some are calling it a “wobble”) - and what Israel’s exposure is if we see a broader/deeper correction take place in both public and private market valuations. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

The WYNDEX is back in the green this week: 0.82% to be exact, slightly (0.02%) above the NASDAQ and 0.9% above the S&P. In the green is the Israeli direct-to-consumer digital gang, including Monday.com, Global E, and Wix, with Lemonade topping the chart at 15.23% increase for the week ending on November 1st. In the red, we have one of Israel’s top cyber companies, Varonis, shedding 43.5%. The company published disappointing third-quarter results and sharply lowered its guidance for the full year, which triggered a strong investor backlash. 

🔎Our Long Play today is: An interview with Hila Haddad, an aerospace engineer and entrepreneur who has worked on various defense and infrastructure projects in Israel. We speak with Hila about Israel’s space program and its strengths and weaknesses, the innovation coming from the private sector, and why space is so critical to national security. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

Last week we recorded the first episode in eight weeks in which the WYNDEX underperformed the S&P and NASDAQ indices… But that episode never aired due to the AWS outage. Since we are now reviewing a two-week period (October 13 through 25), the WYNDEX has rebounded to the green: 2.26% to be exact, practically on par with both S&P and NASDAQ in the respective period.

🔎Our Long Play today is:

An interview with Elad Raz, founder and CEO of NextSilicon, a startup that has pioneered a new chip infrastructure for use in high performance computing, and has huge implications when it comes to AI… we’re going to talk to Elad about where this technology is going and the role Israeli innovation - like his - can play in this new era where compute power is the new oil.

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

September 29th to October 11th was another period of the WYNDEX in the green, albeit showing just a modest 0.42% growth rate. Meanwhile, both NASDAQ and the S&P were down in the same period. The WYNDEX’s biggest mover was Compugen, a 20-year publicly traded drug company, which was up 25% due to positive results in clinical trials for ovarian cancer drugs. However, Israeli digitals, particularly on the consumer side, have suffered these past couple of weeks. 

🔎And our Long Play today is a conversation between Yonatan and Michal about how the end of the Gaza war could shape Israel’s economy. We’ve discussed in previous episodes how Israel’s war against Hamas has hit parts of the economy – and spared others – especially considering the hundreds of thousands of reservists who’ve been forced to leave their civilian lives multiple times to fight on the frontlines. Today, we ask how the resumption of “normal life” will alter the economy we’ve experienced over the past two years. Also, will the Gaza deal bring more regional states toward the Abraham Accords?

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Israel’s Strategic Futures Institute: israelstrategicfutures.org/en

Find us on:

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𝕏 Michal on X

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📈Our WYNDEX update for today:

It’s the 6th week of positive WYNDEX in a row. To be more exact, for the period between September 15th and September 27th, the WYNDEX grew by 1.95%, beating the S&P by 1.34% and NASDAQ by 0.87%. One notable mover on the green is 3D Printing innovator Stratatys systems, gaining 10.35% for the period. In the red we have two notable movers: Lemonade.com shedding ~15% and MobilEye shedding 7.11% over renewed downgrades.

🎯Our Big Shorts for today:

• Microsoft has stopped providing some of its cloud & AI services to Israel’s Ministry of Defense after deciding that certain uses of its technology violated its policies.
• Israel’s metro project is advancing, with more details emerging on the country’s $100B subway buildout. Tenders for various lines are now under way, as well as conversations about whether the metro should run on Shabbat…

🔎And our Long Play today is an interview with Professor Eugene Kandel, Chairman of the Tel Aviv Stock Exchange and former head of the National Economic Council. Eugene is also the former CEO of Start Up Nation Central, and more recently embarked on a new project called the “Israel Strategic Future Institute,” which he started with his partner Ron Tzur. The two have come out with a blueprint for Israel’s future which consists of a completely reimagined structure for both Israeli society and government. The goal? None other than to ensure Israel isn’t heading toward economic collapse.

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

WYNDEX is beating S&P and NASDAQ, again. Our index is in the green for a few good weeks now - gaining 1.84% last week, 0.5% above the S&P and +0.3% above the NASDAQ Composite. Also, we can now officially welcome Via to the WYNDEX, opening in the green with a great IPO, pricing the share at $46 and closing at $49. In the red, the two dominant ones were MobilEye (7.41%) and SolarEdge (15.83%).

🎯Our Big Shorts for today:

• A new report shows a notable decrease in first-time investments and new fundraisings among Israeli VCs in the first half of 2025: The study, conducted by IVC, a data & research firm, law firm Gornitzky, and the accounting firm KPMG, said that in the first half of 2025, Israeli funds raised $260m, compared to $1.2b in 2024 and $2.2b in 2023.
• The attack in Qatar’s impact on the Abraham Accords: Five years into these historic agreements, which established diplomatic and economic relations between Israel and some of its Arab neighbors in the Gulf, Israel’s attack on Hamas leaders in Qatar is creating some new tensions.  

🔎And our Long Play today is a conversation about Israel-India relations, and the role the world’s most populous country can play especially now, at a time of increasing isolation for Israel. Co-host Yonatan Adiri shares insights from his recent time on the ground in New Delhi, analyzing the unique relationship between the two countries, their recently signed investment pact, and what an even deeper, future partnership could look like. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

The WYNDEX is in the green for its fourth week in a row. That said, this week the Wyndex fell below the NASDAQ’s 2.91% post-labor day rally. This week we saw most of the movement (4.5% through 8.52%) outside the cyber domain. Digital bulls (Etoro, Oddity, Global E, and Wix) continued their march and lifted the index up. Palo Alto Networks and Cyberark with a modest rise of 2%. Two notable red dynamics: Varonis completed an acquisition of Slashnext (an AI native email security company) for $150mm total deal value and suffered a %5 share price decline. And the ICL group shed 5.59%. 

🎯Our Big Shorts for today:

• Israel’s state comptroller issues a damning report on the government’s handling of civilian affairs post-Oct. 7th: The report charges that civilians “experienced the failures of the Israeli government firsthand” - including those evacuated from homes in the North and South, reservists who have been continually drafted, and business owners who have been impacted by the war. 
• India and Israel have inked a bilateral agreement: Not a lot of details yet but it’s being hailed as a “strategic step” to open doors for Israeli & Indian investors, strengthen Israeli exports, and provide more certainty for both countries in doing business with each other. (India is already one of the biggest purchasers of Israeli arms.) 

🔎And our Long Play today is an interview with Oren Zeev, a solo venture capitalists who has backed many companies started by Israeli founders: Houzz, Decart, Navan (formerly TripActions), and Riverside, to name a few. We talk to Oren about the current state of the IPO market & other opportunities for exits, what he’s seeing from Israeli founders today, and what it means to be a “solo VC/GP.” 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

A classic August hibernation week for Wall Street, with both S&P and NASDAQ with a fraction of a percent movement - compared to a whopping 2.44% rise in the WYNDEX. 

Topping the movers this week is Monday.com with 8.49% in the green. Other notable moves in the green are Elbit with 6.5% and Nova Measurements with 4.17% on the back of the stunning Nvidia earnings report. In the red, we have Lemonade shedding 6.9% and ZIM losing 5.29% after news of Turkey closing its ports to Israeli shipping companies turned into a stark reality.

🎯Our Big Shorts for today:

• New data shows increasing signs of growing consumer weakness in Israel as household savings difficulties emerge. Case in point: Only 28% of households now manage to save money at the end of the month (compared to 40% before the war). This is also the first August in five years in which we see a decline in credit card activity compared to the previous year. What does this all mean?
• Serbia comes into the light as the client of the recently reported $1.6 billion defense deal led by Elbit, which was first without mention of the client country due to “political sensitivity.” This is yet another sign that Israel’s defense tech sector is continuing to grow. 

🔎And our Long Play today is a dive into the current state of Germany’s economy and why the European country’s future is interlinked with Israel’s. With a GDP of around $4.5T, Germany is the third largest economy in the world (after the US and China and just ahead of Japan) + of course the largest in Europe. It is also Israel’s second-largest trade partner and a long-time supporter of Israel, defending it from European sanctions. Now, as Germany’s economy stagnates - and the future of its political leanings seems uncertain - where does that leave Israel? We analyze the current challenges plus discuss new opportunities for the two countries to work together. 

📅 New episodes drop every Wednesday

What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s  economy and its future. 

⚖️ LEGAL DISCLAIMER

This podcast offers general business and economic information and is not a comprehensive summary for investment decisions. It does not recommend or solicit any investment strategy or security. 

🎧 CREDITS:

Hosts - YONATAN ADIRI and MICHAL LEV-RAM

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION