Definitely Uncertain: The Private Wealth Podcast Israel Equity — Beyond the Headlines - Episode 136
In this episode of the Definitely Uncertain Podcast by Goldrock, David Ram is joined by Eran Pasternak, Founder and Chairman of Pasternak Shoham Investment House, one of Israel’s leading public-market investment firms.
Despite war, political volatility, and global uncertainty, Israeli equities have delivered strong performance over the past two years. Together, David and Eran unpack what’s really driving the Israeli stock market today—and whether this strength represents a new chapter or a long-overdue correction.
The conversation explores:
Israel’s macroeconomic position relative to OECD peers
The true drivers of recent equity market performance
Sector concentration, liquidity, and the role of foreign capital
Israel as a relative value opportunity versus global markets
The relationship between public markets, the real economy, and the shekel
How political risk, elections, and fiscal pressures are (or aren’t) priced in
This episode offers a grounded, data-driven look at Israeli public markets—cutting through the noise to understand risk, resilience, and opportunity.