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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.
âď¸ 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