📈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

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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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