📈 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—pointing to a market still sorting winners in the AI shift.
🔎 Our Long Play today:
Is Iran’s economic warfare actually working? One week later, markets suggest not—oil remains below $100 thanks to Saudi rerouting and global supply responses. But the real risk may still be ahead. From natural gas disruptions impacting AI infrastructure and chips to fertilizer supply and food systems, pressure points are building. With a 3–4 week window before strain escalates, they explore whether this conflict could still spill into global inflation and growth.
In this episode:
00:09 - Numbers of the Week
04:21 - The WYNDEX
07:30 - Big Short #1: Israel’s deficit and market credibility
10:09 - Big Short #2: Tech founders bid for Channel 13
14:27 - Long Play: Is Iran’s economic warfare working?
30:06 - 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
