Saudi and UAE: The Cold Gulf War
What's Your Number?
Intro
Hosts introduce the show, share 'numbers' and announce co-host change with Michal's farewell.
📈 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
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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
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