What's Your Number? Is Israel's Business Model Sustainable? - with Eugene Kandel
Israel’s Strategic Futures Institute: israelstrategicfutures.org/en
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📈Our WYNDEX update for today:
It’s the 6th week of positive WYNDEX in a row. To be more exact, for the period between September 15th and September 27th, the WYNDEX grew by 1.95%, beating the S&P by 1.34% and NASDAQ by 0.87%. One notable mover on the green is 3D Printing innovator Stratatys systems, gaining 10.35% for the period. In the red we have two notable movers: Lemonade.com shedding ~15% and MobilEye shedding 7.11% over renewed downgrades.
🎯Our Big Shorts for today:
- Microsoft has stopped providing some of its cloud & AI services to Israel’s Ministry of Defense after deciding that certain uses of its technology violated its policies.
- Israel’s metro project is advancing, with more details emerging on the country’s $100B subway buildout. Tenders for various lines are now under way, as well as conversations about whether the metro should run on Shabbat…
🔎And our Long Play today is an interview with Professor Eugene Kandel, Chairman of the Tel Aviv Stock Exchange and former head of the National Economic Council. Eugene is also the former CEO of Start Up Nation Central, and more recently embarked on a new project called the “Israel Strategic Future Institute,” which he started with his partner Ron Tzur. The two have come out with a blueprint for Israel’s future which consists of a completely reimagined structure for both Israeli society and government. The goal? None other than to ensure Israel isn’t heading toward economic collapse.
📅 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.
⚖️ 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:
Hosts - YONATAN ADIRI and MICHAL LEV-RAM
Executive Producer - ADAAM JAMES LEVIN-AREDDY
Sound and Video editing - MARTIN HUERGO
Music - MIDNIGHT GENERATION