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đOur WYNDEX update for today:
WYNDEX is in the red. We covered a two-week period this time (July 28 - August 8th) and the numbers arenât so nice to look at: WYNDEX shed 4.41%, mainly driven by a 18.31% decline in PANW and a 14.52% decline in CyberArk.
đŻOur Big Shorts for today:
- Israelâs Leviathan natural gas field signs largest export agreement in countryâs history - with Egypt
- Israeli AI committee calls for 25B shekel budget over five years, and publishes a critical assessment of the current state of Israeli AI
đAnd our Long Play today is an interview with Lux Capitalâs Josh Wolfe, a New York-based investor known for his bets on scientific and technological breakthroughs, all about the boom in defense tech and Israelâs increasing role in the sector
đ New episodes drop every Wednesday
Whatâs Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri â Israeli entrepreneur and former advisor to President Shimon Peres â 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 Israelâs economy and its future.
âïž 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.
đ§ CREDITS:
ILAN BENATAR - Producer
MICHAL LEV-RAM - Editor
ADAAM JAMES LEVIN-AREDDY - Executive Producer
MARTIN HUERGO - Sound Editor
GABE SILVERSTEIN - Research
Theme Music by MIDNIGHT GENERATION