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What's Your Number?

Ark Media

Hosted by Yonatan Adiri and Yael Wissner-Levy, What’s Your Number? is a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.

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#52
July 15 · 54 min
Game-changing Tech for War & Peace - with Anne Neuberger
Can technology turn a small country into a geopolitical superpower? Anne Neuberger, former U.S. Deputy National Security Advisor for Cyber and Emerging Technology, currently General Partner and Head of Global Affairs at venture capital powerhouse Andreessen Horowitz, joins Yael Wissner Levy and Yonatan Adiri to discuss how AI, cyber warfare, drones, and defense tech are reshaping geopolitics. As technology, commercial investment, and national security become increasingly intertwined, what will determine which countries, and which companies, thrive in this new era and how core values determine their use. In this episode: - The new ingredients of national power - Why supply chains became a national security issue - The AI debate between Washington and Silicon Valley - What Israel and Ukraine teach the world about defense tech - Is the U.S.-Israel alliance changing? - Can Israel withstand growing divestment pressure? - The next breakthroughs in AI and cyber - Personal lessons learned from history from the Holocaust to Entebbe More Ark Media: Subscribe to Inside Call me Back Explore Israel Votes Listen to Call me Back Listen to Ark News Daily Listen to For Heaven's Sake Newsletters | Ark Media | Amit Segal | Nadav Eyal Instagram | Ark Media | X | Yonatan | Yael | Dan Get in touch 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 & YAEL WISSNER-LEVY Interim Executive Producer - BETH PEARLMAN Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#51
June 17 · 43 min
Does the Startup-Nation Brand Need… A Rebrand? - with Dan Senor
A note from Yael and Yonatan: Based on listener feedback, we're moving from a weekly news roundup to monthly, in-depth conversations with the business leaders, investors, policymakers, and entrepreneurs shaping Israel's economic future. For our first episode in the new format, Yonatan Adiri and Yael Wissner Levy are joined by Dan Senor, host of Call Me Back and co-author of Start-Up Nation which revolutionized the world’s respect for Israel. Nearly two decades after the book's publication, Israel's tech sector is stronger than ever, yet the country's global brand faces unprecedented challenges. What does this mean for Israel’s reputation, innovation and the world’s reliance on it? Purchase Dan’s books, Start-up Nation and The Genius of Israel. In this episode: - How Start-Up Nation changed Israel's image - Israel's brand crisis after October 7 - Why global investors keep doubling down on Israel - Does Israel need a new audience? - The rise of defense tech - AI, brain drain, and Israel's next challenge - Does the “start-up nation” reputation still apply? - How would Dan characterize Israel’s brand now? More Ark Media: Subscribe to Inside Call me Back Explore Israel Votes Listen to Call me Back Listen to Ark News Daily Listen to For Heaven's Sake Watch What's Your Number? on YouTube Newsletters | Ark Media | Amit Segal | Nadav Eyal Instagram | Ark Media | X | Yonatan | Yael | Dan Get in touch 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 & YAEL WISSNER-LEVY Interim Executive Producer - BETH PEARLMAN Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#50
May 27 · 32 min
How did Pakistan become The Peacemaker?
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX had another strong week, rising 5.11% and widening its year-to-date lead over both the S&P 500 and NASDAQ. Lemonade led the pack with an 11.1% gain, followed by JFrog, SentinelOne, Monday.com, and Check Point, all up more than 5%. But beneath the green, Yonatan and Yael warn that the same forces lifting some stocks, AI efficiency, layoffs, and stronger margins, may be creating real pressure in Israel’s tech labor market. 🔎 Our Long Play today: Yonatan and Yael unpack why Pakistan has suddenly taken center stage in the negotiations to end the war in Iran. They review how Pakistan became the only Muslim-majority state to develop a nuclear bomb, using classified information smuggled by a Pakistani U.N. scientist. With ties to Iran, and Saudi Arabia and China, Pakistan is playing a pivotal peacemaker role, but questions remain if this is a one-off moment, or a sign Pakistan is a new diplomatic player, and also if a new order means Israel can extend its economic and political relevance east beyond the Gulf region. In this episode: - Numbers of the Week - The WYNDEX - Big Short #1: Wix layoffs and the AI pressure on Israeli tech - Big Short #2: Israel’s billion-dollar AI infrastructure bet - Long Play: Why Pakistan suddenly matters to Israel - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Interim Executive Producer - BETH PEARLMAN Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#49
May 20 · 35 min
Last Dance for US Aid to Israel?
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX jumped 8.93% this week and is now up 16.7% year-to-date, beating both the S&P and NASDAQ. Palo Alto Networks and Nova led the gains, as investors rewarded AI infrastructure and cyber strength. But Wix’s 34% drop showed the other side of the AI trade: Wall Street is punishing companies and software it fears AI could jeopardize. 🔎 Our Long Play today: Yonatan and Yael unpack whether the next U.S. military aid deal with Israel could be the last. Unlike in the 1980s, now the amount of aid is a small share of Israel’s economy and a tiny line item for Washington. The bigger questions are: How can Israel move from an aid-based relationship to a strategic partnership built around defense, technology, infrastructure, and shared security interests? And how do the two countries retain and improve a special relationship through investment, business and cultural ties. In this episode: 00:56 - Numbers of the Week 04:20 - The WYNDEX 09:03 - Big Short #1: AI21 Labs and the brutal AI efficiency wave 11:58 - Big Short #2: Taiwan’s Silicon Dome and what Israel should learn 15:23 - Long Play: Is this the last U.S. aid deal for Israel? 32:31 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Interim Executive Producer - BETH PEARLMAN Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#48
May 6 · 35 min
Israel's place in the AI race - with Ariel Sobelman
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX rose 2.95% this week and is now up more than 10% year-to-date, continuing its strong run and outperforming both the S&P and NASDAQ. Most of the index finished in the green, led by Tower Semiconductor and Fiverr, as investors rewarded AI positioning, semiconductor strength, and renewed confidence in Israeli tech. But Check Point’s sharp drop stood out, raising questions about whether Wall Street is sending a company-specific message or pointing to broader pressure in Israeli cyber. 🔎 Our Long Play today: Dr. Ariel Sobelman, senior advisor to the head of Israel’s National Artificial Intelligence Agency, joins Yonatan and Yael to explain where Israel fits in the global AI race. He argues that AI leadership is no longer just about startups or applications, but about infrastructure: data centers, semiconductors, and energy. For Israel, the opportunity is to become a trusted AI and technology outpost and testing ground for the U.S. and its allies, powered by its dense mix of R&D, chip talent, manufacturing know-how, and security alignment. In this episode: 00:09 - Numbers of the Week 03:08 - The WYNDEX 07:29 - Big Short #1: Israel’s data center real estate rush 09:51 - Big Short #2: The drone interceptor challenge 12:20 - Long Play: Israel’s place in the US-China AI race 32:16 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Interim Executive Producer - BETH PEARLMAN Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#47
April 29 · 40 min
Israeli Entrepreneurs: Wired for Pressure - with Rakefet Russak-Aminoach
Our WYNDEX (What’s Your Number Index) update for today: The WYNdex rose 1.1%, outperforming the S&P but trailing a strong Nasdaq. Markets are cautious ahead of major tech earnings and geopolitical uncertainty around Iran. Standouts include Mobileye (+10% on strong earnings), SolarEdge (+25% on energy demand tailwinds), and Wix (+5.4%). No major losers; the index is up ~10% year-to-date. 🔎 Our Long Play today: Rakefet Russak-Aminoach, Managing Partner at Team8, a global venture fund and BNY board member, highlights Israeli entrepreneur and tech resilience even during war, driven by military-honed adaptability, technical talent, and a risk-taking mindset. She describes Team8’s hands-on unique investment and build model and her shift from banking to fintech. She gives her perspective on AI as both a threat and opportunity. In this episode: 00:00 – Numbers of the Week 03:50 – The WYNDEX 06:05 – Big Short #1: Increased Kazakhstan-Israel cooperation 10:00 – Big Short #2: New US pact protecting Malacca Strait 13:00 – Long Play: Israeli entrepreneur and tech resilience even during war 36:50 – Words of the Week
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#46
April 22 · 33 min
Hormuz: Who will Blink First? - with Miad Maleki
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX rose 6.76% this week, beating the S&P and just trailing the NASDAQ. Nearly all names finished in the green, led by strong gains in fintech and tech. The move reflects a broader market rally driven by ceasefire momentum and a shift toward “peace optionality,” with capital rotating out of defense and into growth…for now. 🔎 Our Long Play today: For decades, the Strait of Hormuz has been viewed as Iran’s ultimate geopolitical weapon. But what if it’s actually its greatest vulnerability? Iran faces a harsh reality: over 90% of its oil exports and critical imports move through Hormuz. With its economy already under strain, the very leverage it threatens to use may accelerate its own collapse. But the biggest question is who will “blink” first under the economic pressure – Iran or the U.S.? In this episode: 00:00 – Numbers of the Week 04:05 – The WYNDEX 05;28 – Big Short #1: The strong shekel and mounting pressure on Israeli exporters 07:25 – Big Short #2: ZIM’s leadership shakeup and geopolitical ownership tensions 09:44 – Long Play: The Strait of Hormuz: strategic weapon or economic vulnerability? 31:35 – Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays
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#45
April 15 · 33 min
A Stronger Shekel: the Good, the Bad, the Ugly
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX fell 1.7%, lagging the S&P and NASDAQ, which rose on ceasefire optimism. The split is clear: defense and deep tech names climbed, while SaaS stocks dropped sharply. Wix fell over 20%, with Lemonade and Monday also down—signaling growing pressure from AI disruption. 🔎 Our Long Play today: Israel’s shekel just hit its strongest level against the dollar this century. While a stronger currency lowers inflation and boosts purchasing power, it’s also squeezing exporters, raising labor costs, and adding pressure to an already fragile tech sector in Israel. What looks like strength comes with economic implications that are good, bad and ugly. In this episode: 00:00 - Numbers of the Week 03:54 - The WYNDEX 07:54 - Big Short #1: Wix, AI pressure, and the return of “SaaS-mageddon” 10:36 - Big Short #2: Ceasefire economics, energy flows, and regional normalization signals 12:30 - Long Play: The strong shekel—economic strength or structural risk? 27:27 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#44
April 9 · 33 min
Hormuz: Short Term Win, Long Term Loss
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX rose 8.69% this period, outperforming both the S&P and NASDAQ and returning to positive territory year-to-date. Yonatan and Yael break down a market rebound driven by ceasefire optimism. Satellite and space-related companies led the gains, while SaaS names like Wix and Lemonade declined, reflecting continued uncertainty around how AI will impact their growth. 🔎 Our Long Play today: Did Iran’s use of the Strait of Hormuz actually work? In the short term, it appears so—disrupting global energy flows and helping force a ceasefire. But Yonatan argues it may eventually prove to be an empty and costly victory for Iran, accelerating global efforts to reduce dependence on Hormuz. From alternative pipelines and ports to increased U.S. energy production and a renewed push toward nuclear power, the world is already adapting—potentially weakening Iran’s leverage in the years ahead. In this episode: 00:00 - Numbers of the Week 04:15 - The WYNDEX 07:42 - Big Short #1: Anthropic says its newest AI model is too dangerous for public release 10:51 - Big Short #2: Israel’s education budget is like “ throwing money into the fire. “ 13:00 - Long Play: Iran’s Hormuz Gamble. Did they win or lose? 29:09 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#43
April 1 · 34 sec
Happy Passover from the What's Your Number family
Yael and Yonatan are taking the week off to celebrate Passover with their families. Wishing all of our subscribers a safe and happy holiday. Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#42
March 25 · 41 min
Breaking and Rebuilding Iran’s Economy - with Miad Maleki
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX returned to the green, outperforming the S&P and NASDAQ by nearly 2% in a weaker market. Gains were led by Lemonade (+16%), Nova hitting new highs, and continued strength in defense names like Elbit. On the downside, losses were limited, with ICL down over 8% as markets weigh supply chain risk. Overall, investors are showing renewed confidence in Israeli tech resilience. 🔎 Our Long Play today: Toppling the Islamic Republic will only be possible by inflicting real harm on the regime’s oppressive economy. Miad Maleki, the architect of the Trump administration’s sanctions strategy against Iran, joins Yonatan and Yael to unpack the state of Iran’s corrupt economy, and its domination by the IRGC. Can economic distress lead to revolution? And will Iran be able to pick up the pieces if the regime collapses? In this episode: 00:00 – Numbers of the Week 05:00 – The WYNDEX 08:18 – Big Short #1: U.S.–Iran talks begin in Islamabad 10:27 – Big Short #2: Qatar’s influence and regional recalibration 13:51 – Long Play: Breaking and rebuilding Iran’s economy 38:48 – Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#41
March 18 · 35 min
Who’s winning the economic war?
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX fell 1.99% this week, underperforming both the S&P and NASDAQ in an otherwise quiet market. Yonatan and Yael break down the divergence across sectors: cyber holding steady while AI and SaaS names face pressure. Fiverr dropped over 7%, Via fell sharply and remains far below its IPO, and defense tech cooled after a major run—pointing to a market still sorting winners in the AI shift. 🔎 Our Long Play today: Is Iran’s economic warfare actually working? One week later, markets suggest not—oil remains below $100 thanks to Saudi rerouting and global supply responses. But the real risk may still be ahead. From natural gas disruptions impacting AI infrastructure and chips to fertilizer supply and food systems, pressure points are building. With a 3–4 week window before strain escalates, they explore whether this conflict could still spill into global inflation and growth. In this episode: 00:09 - Numbers of the Week 04:21 - The WYNDEX 07:30 - Big Short #1: Israel’s deficit and market credibility 10:09 - Big Short #2: Tech founders bid for Channel 13 14:27 - Long Play: Is Iran’s economic warfare working? 30:06 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#40
March 11 · 39 min
Iran’s Economic Warfare
Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week. 📈 Our WYNDEX (What’s Your Number Index) update for today: Despite recording between air-raid sirens and shelter runs, the WYNDEX had a strong week, rising 8.26% and outperforming both the NASDAQ and the S&P. Yonatan and Yael unpack the rebound in Israeli SaaS stocks like Wix and monday.com, the surge in defense tech names such as Elbit and Ignite amid wartime demand, and why Nova and Mobileye slipped alongside global sector trends. 🔎 Our Long Play today: Yael and Yonatan break down Iran’s emerging strategy of economic warfare. Instead of matching Israel and the U.S. militarily, Iran appears to be targeting global pressure points—oil and gas infrastructure, fertilizer supply chains, financial hubs, AI data centers, and the Strait of Hormuz—to drive up global costs and force political pressure. The question: can this strategy actually move markets and reshape the conflict? In this episode: 0:00 - Numbers of the Week 4:00 - The WYNDEX 8:20 - Big Short #1: Lebanon signals a shift on Hezbollah 11:30 - Big Short #2: Israel’s budget politics and coalition stability 14:00 - Long Play: Iran’s economic warfare and the global energy stakes 39:00 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#39
March 4 · 39 sec
A quick update
Yael and Yonatan won’t be recording a new episode this week as they are in Israel caring for their families during the war with Iran. We'll catch you next week.
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#38
February 25 · 42 min
The Startup Unlocking the ‘Black Hole’ of the Open Sea - with Ami Daniel
Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week. __________ 📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX fell 3.38% this week, underperforming U.S. markets as the SaaS selloff deepened. Cyber stocks reacted sharply to new AI-driven security tools, raising disruption concerns, while ZIM surged on acquisition news. Yonatan and Yael break down what the “SaaSpocalypse” means for Israeli tech and the broader market. 🔎 Our Long Play today features Ami Daniel, co-founder and CEO of Windward, to discuss how maritime intelligence has become central to today’s geopolitical tensions. From the rise of Russia’s “dark fleet” and Iranian threats to global shipping routes to the ZIM acquisition and the role of AI in defense tech, Ami explains why control of the seas is increasingly shaping global power. In this episode: 0:00 Numbers of the Week 4:00 The Wyndex 8:20 Big Short #1: Palmer Luckey’s secret Israel visit 11:30 Big Short #2: India–Israel strategic partnership expands 14:00 Long Play: Ami Daniel on maritime intelligence and geopolitics 39:00 Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#37
February 18 · 1 min
A short announcement
Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week.
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#36
February 11 · 37 min
Saudi and UAE: The Cold Gulf War
📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX had its worst week since launch, falling 5.41% and underperforming both the S&P and the NASDAQ. Yonatan and Yael break down why Israeli SaaS names were hit hardest, how AI is accelerating a credibility reset across software markets, and why biotech emerged as a rare bright spot amid the selloff. 🔎 Our Long Play today Yael and Yonatan examine the growing rivalry between Saudi Arabia and the UAE and how it may define the economic future of the Middle East. As MBS’s Vision 2030 fails to meet its KPIs, Abu Dhabi has been quietly building power through capital, energy infrastructure, and global partnerships. From India and Central Asia to gas pipelines and ports, Yael and Yonatan follow the money to explain what this strategic shift means for Israel’s economic future, regional influence, and the limits of headline diplomacy. Also, a bit of housekeeping: On a bittersweet note, Michal Lev-Ram, who launched WYN with Yonatan, has accepted a role at Morgan Stanley and will step down as co-host. Michal joins Yonatan today to pass the torch to Yael, who'll take over as our official co-host. In this episode: 00:00 - Numbers of the Week 05:53 - The WYNDEX 11:16 - Big Short #1: Netafim and Chinese capital 14:47 - Big Short #2: Israel’s airspace crunch and El Al’s fine 19:10 - Long Play: Saudi Arabia vs. the UAE and the real power map of the region 33:23 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Community Manager - AVA WEINER Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#35
February 4 · 44 min
Is AI Drug Discovery Finally Here? - with Daphne Koller
📈Our WYNDEX (What’s Your Number Index) update for today: Markets were up this week, but the WYNDEX slipped again. Yonatan and Yael break down the biggest movers, including Nova leading the pack and monday.com falling to the bottom, plus what the Fed shakeup and a sudden drop in gold and silver signaled to investors. 🔎 Our Long Play Yonatan and Yael are joined by Daphne Koller, CEO and founder of insitro and co-founder of Coursera, for a wide-ranging conversation on insitro’s acquisition of CombinAble.AI. They explore why drug discovery still has a 90% failure rate, how AI can help uncover entirely new biological targets, what it takes to turn targets into real medicines, and why Israel’s talent ecosystem matters at the intersection of AI and biology. This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber 01:00 - Numbers of the Week 05:00 - The Wyndex 10:40 - Big Short #1: Apple acquires Israeli startup Q.ai 14:40 - Big Short #2: United Nations financial crunch and global credibility 19:20 - Long Play: Daphne Koller on AI drug discovery 42:40 - Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION
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#34
January 28 · 38 min
Taking a State-Owned Defense Company Public - with Natti Ginor
📈Our WYNDEX (What’s Your Number Index) update for today: Markets moved higher this week, with the S&P up 0.73% and the NASDAQ up 1.55%, but the WYNDEX moved in the opposite direction, slipping 0.97%. Still, as January wraps up, the WYNDEX remains ahead, up 2.61% YTD compared to 1.12% for the NASDAQ and 1.02% for the S&P. 🔎 Our Long Play today takes a deep dive into Israel Aerospace Industries and the bigger question it raises about defense tech, ownership, and growth. Yael and Yonatan are joined by Natti Ginor, Managing Director and Head of Israel Investment Banking at Jefferies, to unpack reports that Israel Aerospace Industries is exploring an IPO. They explore IAI’s unique role as a government-owned defense giant, what going public would actually require, how global investors view Israeli defense tech, and who stands to win or lose if one of Israel’s most strategic companies makes the leap to the public markets. This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber 01:12 – Numbers of the Week 03:43 – The Wyndex 05:21 – Big Short #1: Wix and the AI Talent Narrative 08:12 – Big Short #2: Lemonade, Tesla, and AI-Driven Insurance 10:56 – Long Play: Natti Ginor on Israel Aerospace Industries and a Potential IPO 35:12 – Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here A little bit of housekeeping: Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host. New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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#33
January 21 · 31 min
From War Economy to Election Economy
📈Our WYNDEX (What’s Your Number Index) update for today: Market weakness overall impacted the WYNDEX as well. Shedding 1% on a pretty flat S&P and a 0.26% decline in NASDAQ. 🔎Our Long Play today looks at what happens to the economy as Israel emerges from the morass of war into the mess of an election year. With sights set on reelection, the policy makers in Jerusalem seem unwilling to stir the pot with dramatic-but-necessary reforms, opting instead for big headline-grabbing but fiscally irresponsible electioneering tactics. Yontatan and Yael unpack these developments and spotlight the winners and losers. They discuss how the current budget (or lack thereof), combined with reckless populist and a strong shekel, can increasingly burden Israel’s middle class and businesses. But on the bright side, getting a rideshare from the airport might become a lot easier soon. Find us on: YouTube Instagram LinkedIn Michal on X Yonatan on X Write to us here A little bit of housekeeping: Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host. New episodes drop on Wednesdays 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 & YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION
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