Intro

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📈Our WYNDEX update for today:

The WYNDEX is back in the green, up 1.99% on the week, beating the S&P500 by 1.32% and the NASDAQ by 0.52%. We’re seeing most of the losses from last week regained, with big winners being Lemonade with a strong recovery (+10%) and Palo Alto (+4.48%). 

🎯Our Big Shorts for today:

• Netanyahu’s government may be safe for now, but key budget dynamics are on the line: The Defense administration is asking for an additional $12 billion aiming at a $42 billion budget (8% of GDP, 20%+ of budget!).
• Over in the U.S., Congress approves first major crypto legislation; could Israel be next? The landmark “Genius Act” has been signed into law, establishing a federal framework for stablecoins progress. Could similar legislation happen in Israel?

🔎And our Long Play today is a 10-part look back at the war in numbers:

1. $7 billion in direct damages from the October 7, 2023 invasion
2. >300,000 reservists approved for conscription by the Israeli government
3. 68,500 residents displaced from the North
4. 80%, the drop in tourism to Israel when comparing Dec 2023 to Dec 2022
5. 23%, the drop in the Tel Aviv Stock Exchange in the month following Oct 7
6. Q1 2024, when the Tel Aviv Stock Exchange exceeded pre-war levels
7. $32 billion, Google’s acquisition of Israeli-founded cybersecurity company Wiz
8. $12 billion additional rise in military budget coming out of the Iran war
9. 1.3 billion shekels, cost of damages and displacement from the Iran war
10. Multiple downgrades by the rating agencies - and how they got it wrong in the end

📅 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. 

(00:00) Intro

(03:04) WYNDEX Update

(04:33) Big Shorts

(12:06) Long Play

(32:00) Words of the Week

(33:15) Outro

⚖️ 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:

ILAN BENATAR - Producer 

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by 

MIDNIGHT GENERATION