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
