📈 Our WYNDEX (What’s Your Number Index) update for today:

🔎 Our Long Play today:

In this episode:

00:00 – Numbers of the Week

05:00 – The WYNDEX

08:18 – Big Short #1: U.S.–Iran talks begin in Islamabad

10:27 – Big Short #2: Qatar’s influence and regional recalibration

13:51 – Long Play: Breaking and rebuilding Iran’s economy

38:48 – Words of the Week

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New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Community Manager - AVA WEINER

Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA

Music - MIDNIGHT GENERATION

📈 Our WYNDEX (What’s Your Number Index) update for today:

🔎 Our Long Play today:

In this episode:

00:09 - Numbers of the Week 

Find us on:

YouTube

Instagram

LinkedIn

Yael on X

Yonatan on X

Write to us here

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Community Manager - AVA WEINER

Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA

Music - MIDNIGHT GENERATION

Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week.

📈 Our WYNDEX (What’s Your Number Index) update for today:

Despite recording between air-raid sirens and shelter runs, the WYNDEX had a strong week, rising 8.26% and outperforming both the NASDAQ and the S&P. Yonatan and Yael unpack the rebound in Israeli SaaS stocks like Wix and monday.com, the surge in defense tech names such as Elbit and Ignite amid wartime demand, and why Nova and Mobileye slipped alongside global sector trends. 

🔎 Our Long Play today:

Yael and Yonatan break down Iran’s emerging strategy of economic warfare. Instead of matching Israel and the U.S. militarily, Iran appears to be targeting global pressure points—oil and gas infrastructure, fertilizer supply chains, financial hubs, AI data centers, and the Strait of Hormuz—to drive up global costs and force political pressure. The question: can this strategy actually move markets and reshape the conflict? 

In this episode:

0:00 - Numbers of the Week

4:00 - The WYNDEX

8:20 - Big Short #1: Lebanon signals a shift on Hezbollah

11:30 - Big Short #2: Israel’s budget politics and coalition stability

14:00 - Long Play: Iran’s economic warfare and the global energy stakes

39:00 - Words of the Week

Find us on:

YouTube

Instagram

LinkedIn

Yael on X

Yonatan on X

Write to us here

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Community Manager - AVA WEINER

Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA

Music - MIDNIGHT GENERATION

Yael and Yonatan won’t be recording a new episode this week as they are in Israel caring for their families during the war with Iran. We'll catch you next week.

Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week.

📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX fell 3.38% this week, underperforming U.S. markets as the SaaS selloff deepened. Cyber stocks reacted sharply to new AI-driven security tools, raising disruption concerns, while ZIM surged on acquisition news. Yonatan and Yael break down what the “SaaSpocalypse” means for Israeli tech and the broader market.

🔎 Our Long Play today features Ami Daniel, co-founder and CEO of Windward, to discuss how maritime intelligence has become central to today’s geopolitical tensions. From the rise of Russia’s “dark fleet” and Iranian threats to global shipping routes to the ZIM acquisition and the role of AI in defense tech, Ami explains why control of the seas is increasingly shaping global power.

In this episode: 

0:00 Numbers of the Week 

4:00 The Wyndex 

8:20 Big Short #1: Palmer Luckey’s secret Israel visit 

11:30 Big Short #2: India–Israel strategic partnership expands 

14:00 Long Play: Ami Daniel on maritime intelligence and geopolitics 

39:00 Words of the Week

Find us on:

YouTube

Instagram

LinkedIn

Yael on X

Yonatan on X

Write to us here

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Community Manager - AVA WEINER

Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA

Music - MIDNIGHT GENERATION

Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week.

📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX had its worst week since launch, falling 5.41% and underperforming both the S&P and the NASDAQ. Yonatan and Yael break down why Israeli SaaS names were hit hardest, how AI is accelerating a credibility reset across software markets, and why biotech emerged as a rare bright spot amid the selloff.

🔎 Our Long Play today Yael and Yonatan examine the growing rivalry between Saudi Arabia and the UAE and how it may define the economic future of the Middle East. As MBS’s Vision 2030 fails to meet its KPIs, Abu Dhabi has been quietly building power through capital, energy infrastructure, and global partnerships. From India and Central Asia to gas pipelines and ports, Yael and Yonatan follow the money to explain what this strategic shift means for Israel’s economic future, regional influence, and the limits of headline diplomacy.

Also, a bit of housekeeping: On a bittersweet note, Michal Lev-Ram, who launched WYN with Yonatan, has accepted a role at Morgan Stanley and will step down as co-host. Michal joins Yonatan today to pass the torch to Yael, who'll take over as our official co-host.

In this episode: 

00:00 - Numbers of the Week 
05:53 - The WYNDEX 
11:16 - Big Short #1: Netafim and Chinese capital 
14:47 - Big Short #2: Israel’s airspace crunch and El Al’s fine 
19:10 - Long Play: Saudi Arabia vs. the UAE and the real power map of the region 
33:23 - Words of the Week

Find us on:

YouTube

Instagram

LinkedIn

Yael on X

Yonatan on X

Write to us here

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Community Manager - AVA WEINER

Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA

Music - MIDNIGHT GENERATION

📈Our WYNDEX (What’s Your Number Index) update for today:

Markets were up this week, but the WYNDEX slipped again. Yonatan and Yael break down the biggest movers, including Nova leading the pack and monday.com falling to the bottom, plus what the Fed shakeup and a sudden drop in gold and silver signaled to investors.

🔎 Our Long Play Yonatan and Yael are joined by Daphne Koller, CEO and founder of insitro and co-founder of Coursera, for a wide-ranging conversation on insitro’s acquisition of CombinAble.AI. They explore why drug discovery still has a 90% failure rate, how AI can help uncover entirely new biological targets, what it takes to turn targets into real medicines, and why Israel’s talent ecosystem matters at the intersection of AI and biology.

This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber

01:00 - Numbers of the Week

05:00 - The Wyndex

10:40 - Big Short #1: Apple acquires Israeli startup Q.ai

14:40 - Big Short #2: United Nations financial crunch and global credibility

19:20 - Long Play: Daphne Koller on AI drug discovery

42:40 - Words of the Week

Find us on:

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LinkedIn

Yael on X 

Yonatan on X

Write to us here

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA

Music - MIDNIGHT GENERATION

📈Our WYNDEX (What’s Your Number Index) update for today:

Markets moved higher this week, with the S&P up 0.73% and the NASDAQ up 1.55%, but the WYNDEX moved in the opposite direction, slipping 0.97%. Still, as January wraps up, the WYNDEX remains ahead, up 2.61% YTD compared to 1.12% for the NASDAQ and 1.02% for the S&P.

🔎 Our Long Play today takes a deep dive into Israel Aerospace Industries and the bigger question it raises about defense tech, ownership, and growth. Yael and Yonatan are joined by Natti Ginor, Managing Director and Head of Israel Investment Banking at Jefferies, to unpack reports that Israel Aerospace Industries is exploring an IPO. They explore IAI’s unique role as a government-owned defense giant, what going public would actually require, how global investors view Israeli defense tech, and who stands to win or lose if one of Israel’s most strategic companies makes the leap to the public markets.

This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber

01:12 – Numbers of the Week

03:43 – The Wyndex

05:21 – Big Short #1: Wix and the AI Talent Narrative

08:12 – Big Short #2: Lemonade, Tesla, and AI-Driven Insurance

10:56 – Long Play: Natti Ginor on Israel Aerospace Industries and a Potential IPO

35:12 – Words of the Week

Find us on:

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Yael on X

Yonatan on X

Write to us here

A little bit of housekeeping:

Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host.

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION

📈Our WYNDEX (What’s Your Number Index) update for today:

Market weakness overall impacted the WYNDEX as well. Shedding 1% on a pretty flat S&P and a 0.26% decline in NASDAQ. 

🔎Our Long Play today looks at what happens to the economy as Israel emerges from the morass of war into the mess of an election year. With sights set on reelection, the policy makers in Jerusalem seem unwilling to stir the pot with dramatic-but-necessary reforms, opting instead for big headline-grabbing but fiscally irresponsible electioneering tactics. Yontatan and Yael unpack these developments and spotlight the winners and losers. They discuss how the current budget (or lack thereof), combined with reckless populist and a strong shekel, can increasingly burden Israel’s middle class and businesses. But on the bright side, getting a rideshare from the airport might become a lot easier soon. 

Find us on:

YouTube

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LinkedIn

Michal on X

Yonatan on X

Write to us here

A little bit of housekeeping:

Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host.

New episodes drop on Wednesdays

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 & YAEL WISSNER-LEVY

Executive Producer - ADAAM JAMES LEVIN-AREDDY

Production Manager - BRITTANY COHEN

Sound and Video editing - MARTIN HUERGO

Music - MIDNIGHT GENERATION