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📈 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
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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 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
