What's Your Number?
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.
Episodes
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 r
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
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.
🔎
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
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 Lon
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
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 lev
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 h
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.
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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 doe
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 ren
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—point
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
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.
The Startup Unlocking the ‘Black Hole’ of the Open Sea - with Ami Daniel
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📈 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
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.
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 Yonat
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 ins
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 th
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
A Tale of Three Economies - with Ariel Karlinsky
📈Our WYNDEX (What’s Your Number Index) update for today:WYNdex is back with a whopping 5.56% green performance, outperforming both S&P and NASDAQ by 4.59 and 4.71% respectively. Elbit, NOVA, Lemonade, and PANW in the green. EToro, FIVERR, and WIX in the red.🔎Our Long Play today is a conversation with Ariel Karlinsky. Ariel, who’s a PhD student at Hebrew University’s economics department and the Ce
How Economies Survive After AI Wins - with Daniel Schreiber
Our Long Play today is a conversation with Daniel Schreiber. In addition to being the co-founder and CEO of Lemonade, Daniel is the Founder and Chairman of the Mosaic Institute for AI Policy, an Israel-based nonprofit aiming to ensure that the AI revolution will be harnessed to shore up and grow the economy, rather than destroy it. With a look at history, Daniel, Yael, and Yonatan discuss how a fu
Can Israel Become a Trillion Dollar Economy? - with Michael Eisenberg
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:It’s our last WYNDEX update of the year! On that note, here is our year-to-date comparison: WYNDEX - 20.78%S&P - 15.77%NASDAQ - 20.12%Our best performers of the year were:Lemonade with 125%Elbit with almost 100%Nova measurements up 64% TEVA up 24% (and is now a $35B company)However, o
How Israel's 2025 Economy Defied Expectations - with Natti Ginor
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is down .8%, almost in line with the S&P and showing better performance than NASDAQ by 1.07%. Notable in the green this week is defense giant ELBIT with a 6.3% rise, completing a 99.5% increase year-to-date and trading at a $24 billion market cap. In the red we have ZIM, wh
Is Israel's 2026 Budget a Red Flag?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is back in the green for a second week in a row, up 3.29%, to be exact. That puts it ahead of both the S&P and NASDAQ (0.69 and 1.39%, respectively). Monday.com made a 9.09% jump back up after December 4th Guggenheim report with a Strong BUY ($250 target price). In the red
Winning the Water Game in the Middle East - with Seth Siegel
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX bounced back 4.85% last week, beating both NASDAQ and S&P which were also in the green with a 3.20% and 3.93% rise, respectively. Notable stocks were Palo Alto Networks, which bounced back almost 4% alongside ZIM (+20%) and Lemonade (16%). The most interesting mover in this
Is American Investment In Israel Drying Up? - Live from the Z3 Summit
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:Not a good week for the WYNDEX! While the S&P and NASDAQ were also in the red last week (1.65% and 2.2%, respectively), the WYNDEX shed 7.7%. Some highlights: Palo Alto Networks lost 10.8% as the market did not react well to the cyber player’s acquisition of Chronosphere, and WIX and
The Next Generation of Cybersecurity - with Yevgeny Dibrov
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:We’re seeing mixed signals for the WYNDEX this week. The index shed 1.53% beating NASDAQ by almost 0.5% but falling below S&P by 0.77%. In the green: Pluristem (the carrot protein drug developer we discussed in the past) tops the flock with a 17.33% rise. Another notable climb was reg
Israel's Exposure to the AI Bubble
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:It was a tough week all around. The NASDAQ and S&P shed some serious AI market cap and while WYNDEX was in the red - though it significantly outperformed both NASDAQ and S&P. In numbers: NASDAQ lost 3.96% and S&P lost 2.23%, while the WYNDEX lost 1.26%. That’s 2.7% better than NASDAQ
Building the Space Highway - with Hila Haddad
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is back in the green this week: 0.82% to be exact, slightly (0.02%) above the NASDAQ and 0.9% above the S&P. In the green is the Israeli direct-to-consumer digital gang, including Monday.com, Global E, and Wix, with Lemonade topping the chart at 15.23% increase for the week
Can Israel Create the Next Nvidia? - with Elad Raz
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:Last week we recorded the first episode in eight weeks in which the WYNDEX underperformed the S&P and NASDAQ indices… But that episode never aired due to the AWS outage. Since we are now reviewing a two-week period (October 13 through 25), the WYNDEX has rebounded to the green: 2.26%
Israel's Post-War Economy
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:September 29th to October 11th was another period of the WYNDEX in the green, albeit showing just a modest 0.42% growth rate. Meanwhile, both NASDAQ and the S&P were down in the same period. The WYNDEX’s biggest mover was Compugen, a 20-year publicly traded drug company, which was up
Is Israel's Business Model Sustainable? - with Eugene Kandel
Israel’s Strategic Futures Institute: israelstrategicfutures.org/enFind us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈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 th
This is Sparta?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:WYNDEX is beating S&P and NASDAQ, again. Our index is in the green for a few good weeks now - gaining 1.84% last week, 0.5% above the S&P and +0.3% above the NASDAQ Composite. Also, we can now officially welcome Via to the WYNDEX, opening in the green with a great IPO, pricing the sha
What's Next for Israeli IPO's? - with Oren Zeev
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is in the green for its fourth week in a row. That said, this week the Wyndex fell below the NASDAQ’s 2.91% post-labor day rally. This week we saw most of the movement (4.5% through 8.52%) outside the cyber domain. Digital bulls (Etoro, Oddity, Global E, and Wix) continued
Israel and Germany: It's Complicated
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:A classic August hibernation week for Wall Street, with both S&P and NASDAQ with a fraction of a percent movement - compared to a whopping 2.44% rise in the WYNDEX. Topping the movers this week is Monday.com with 8.49% in the green. Other notable moves in the green are Elbit with 6.5%
Israel's Shift from Sanctuary to Talent Magnet
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:WYNDEX is up 3.16% this week, beating both NASDAQ which ended the week with 0.56 in the red and S&P with 0.34% in the green. The market is starting to digest the Palo Alto Networks/Cyberark deal as these two now complete a second week in the green. This is also following the news of t
Is BDS a Threat to Israeli Academia?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:After two weeks in the red, the WYNDEX is back in the green, with 3.3% growth, outperforming both S&P and NASDAQ. After a rough stretch, PANW and CARK are back in the green with 6% gains each. But the big story of the week is a massive drop in one of Israel’s golden digital innovators
The Defense Tech Revolution is Here
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:WYNDEX is in the red. We covered a two-week period this time (July 28 - August 8th) and the numbers aren’t 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.🎯Our Big Shorts for today:Israel’s Leviathan natural gas field s
Can Israel Become a Crypto Nation?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:It’s the second week in a row in which the WYNDEX is rising over 1%, beating both S&P and NASDAQ. This week we’re at a 2.19% increase for the Wyndex, compared to 1.33% for S&P and 0.71% for the NASDAQ. Etoro leads the pack with 14.62%, in anticipation for a product update which is gar
Israel's War-Economy in 10 Numbers
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is back in the green, up 1.99% on the week, beating the S&P500 by 1.32% and the NASDAQ by 0.52%. We’re seeing most of the losses from last week regained, with big winners being Lemonade with a strong recovery (+10%) and Palo Alto (+4.48%). 🎯Our Big Shorts for today:Netanyah
Iran vs Cancer Research
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:A red week for the WYNDEX, losing 5.85% on the week starting July 7th. After a few consecutive weeks in the green we saw the WYNDEX entering correction territory with losses across most equities.🎯Our Big Shorts for today:United is back, baby: The airline, which has historically offere
What's up with the WYNDEX?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:Another week when all three are in the green: NASDAQ at 1.18%, S&P at 1.39% and WYNDEX at 1.78%. The biggest WYNDEX mover on the green, again, is SolarEdge. This week the company saw a 39.9% increase, mainly attributed to the passing of the Big Beautiful Bill.🎯Our Big Shorts for today
Not A Pie In The Sky: Food Delivery Drones Are Real!
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:WYNDEX is up 3.3% on the week of June 23-28. Almost fully correlated with the S&P 500 and under performing the NASDAQ by 1%. Notable movers on the green are autonomous car giant MobilEye with over 20% growth in one week and semiconductor company Nova Measurements with more than 15% gr
What Role Does Israel Play in the AI Arms Race?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:NASDAQ, S&P and WYNDEX were all in the green, with our WYNDEX trailing roughly 0.55% behind both with 1.67, 1.6 and 1.07% for the WYNDEX.🎯Our Big Shorts for today:Seven-year-old digital payment company Melio has been acquired by SMB giant XERO, a deal that was negotiated from the safe
Why is Israel’s stock market rising?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:Last week (June 9-14th) we saw a market correction for both NASDAQ and S&P. WYNDEX was in the red as well. While S&P shed 1.08% and NASDAQ 0.85%. WYNDEX shed 1.54%🎯Our Big Shorts for today:Israeli defense contractors (literally) fenced off at Paris Air Show 200,000 Israelis stranded
(Real) Jewish Space Lasers - with Oded Ben-David
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here📈Our WYNDEX update for today:The WYNDEX is up 3.8%, overperforming the S&P by 2.04% and NASDAQ by 1.35%. (The WYNDEX is our very own index, made up of 51 Israel-based and/or Israeli-founded companies that trade on American stock exchanges.)🎯Our Big Shorts for today:Israel’s Ministry of Finance cuts growth project
Saudi Arabia Part 2: Is the Window for Normalization Narrowing?
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here🎯Our Big Shorts for today:The One Big Beautiful bill passes the House… implications for Israel?EU threats on freezing “Association Agreement” with Israel and “Horizon 2020” academic funding🔎And our Long Play today is on Saudi Arabia Part 2: Is the Window for Normalization Narrowing?📅 New episodes drop every Wedne
Who's In (and Who's Out) of the U.S.-Saudi Deal
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩Write to us here🎯Our Big Shorts for today:Israeli inflation rises 1.1% in the month of AprilMoody’s downgrades the U.S.’s credit ratingAre we seeing signs of an AI slowdown?🔎And our Long Play today is on Who's in (and Who's Out) of the U.S.-Saudi Deal📅New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv an
Israel’s Path to (Greater) Energy Independence
Find us on:📺 YouTube📸Instagram💼LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩Write to us here🎯Our Big Shorts for today:How a Saudi-American deal impacts IsraelA mega AI fundraise - can Israeli tech build an OpenAI competitor?🔎And our Long Play today is Israel’s Path to (Greater) Energy Independence📅New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adi
A New Era for Defense Tech?
Find us on:📺 YouTube📸Instagram💼LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩Write to us here🎯Our Big Shorts for today:The devastating wildfires outside JerusalemThe US economy contracts - what’s the impact on Israel?🔎And our Long Play today is A New Era for Defense Tech?📅New episodes drop every WednesdayWhat’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur a
The Emerging Economic Reality in Israel
Find us on:📺 YouTube📸 Instagram💼 LinkedIn𝕏 Michal on X𝕏 Yonatan on X📩 Write to us here🎯 Our Big Shorts for today:Check Point’s latest earnings report under its new CEO Nadav Zafrir.Israel’s second international airport.President Trump’s upcoming trip to the Gulf and Saudi-Israeli normalization.🔎 And our Long Play today is Israel’s rapidly shifting economic landscape.📅 New episodes drop every Wedne
TRAILER
Subscribe to What’s Your Number on YouTube: https://www.youtube.com/@wyn.podcastWelcome to What’s Your Number? — a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.Hosted by Michal Lev-Ram, an Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune, and Yonatan Adiri, an Israeli entrepreneur and former adviser to Shimon Peres, What’s
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