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, 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:

$7 billion in direct damages from the October 7, 2023 invasion
>300,000 reservists approved for conscription by the Israeli government
68,500 residents displaced from the North
80%, the drop in tourism to Israel when comparing Dec 2023 to Dec 2022
23%, the drop in the Tel Aviv Stock Exchange in the month following Oct 7
Q1 2024, when the Tel Aviv Stock Exchange exceeded pre-war levels
$32 billion, Google’s acquisition of Israeli-founded cybersecurity company Wiz
$12 billion additional rise in military budget coming out of the Iran war
1.3 billion shekels, cost of damages and displacement from the Iran war
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

Episode 71 - Genesis Part 11, Abacab