📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX rose 6.76% this week, beating the S&P and just trailing the NASDAQ. Nearly all names finished in the green, led by strong gains in fintech and tech. The move reflects a broader market rally driven by ceasefire momentum and a shift toward “peace optionality,” with capital rotating out of defense and into growth…for now.

🔎 Our Long Play today:

For decades, the Strait of Hormuz has been viewed as Iran’s ultimate geopolitical weapon. But what if it’s actually its greatest vulnerability? Iran faces a harsh reality: over 90% of its oil exports and critical imports move through Hormuz. With its economy already under strain, the very leverage it threatens to use may accelerate its own collapse. But the biggest question is who will “blink” first under the economic pressure – Iran or the U.S.?

In this episode:

00:00 – Numbers of the Week
04:05 – The WYNDEX
05;28 – Big Short #1: The strong shekel and mounting pressure on Israeli exporters
07:25 – Big Short #2: ZIM’s leadership shakeup and geopolitical ownership tensions
09:44 – Long Play: The Strait of Hormuz: strategic weapon or economic vulnerability?
31:35 – Words of the Week

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New episodes drop on Wednesdays

📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX fell 1.7%, lagging the S&P and NASDAQ, which rose on ceasefire optimism. The split is clear: defense and deep tech names climbed, while SaaS stocks dropped sharply. Wix fell over 20%, with Lemonade and Monday also down—signaling growing pressure from AI disruption.

🔎 Our Long Play today:

Israel’s shekel just hit its strongest level against the dollar this century. While a stronger currency lowers inflation and boosts purchasing power, it’s also squeezing exporters, raising labor costs, and adding pressure to an already fragile tech sector in Israel. What looks like strength comes with economic implications that are good, bad and ugly.

In this episode:

00:00 - Numbers of the Week

03:54 - The WYNDEX

07:54 - Big Short #1: Wix, AI pressure, and the return of “SaaS-mageddon”

10:36 - Big Short #2: Ceasefire economics, energy flows, and regional normalization signals

12:30 - Long Play: The strong shekel—economic strength or structural risk?

27:27 - 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

📈 Our WYNDEX (What’s Your Number Index) update for today:
The WYNDEX rose 8.69% this period, outperforming both the S&P and NASDAQ and returning to positive territory year-to-date. Yonatan and Yael break down a market rebound driven by ceasefire optimism. Satellite and space-related companies led the gains, while SaaS names like Wix and Lemonade declined, reflecting continued uncertainty around how AI will impact their growth.

🔎 Our Long Play today:
Did Iran’s use of the Strait of Hormuz actually work? In the short term, it appears so—disrupting global energy flows and helping force a ceasefire. But Yonatan argues it may eventually prove to be an empty and costly victory for Iran, accelerating global efforts to reduce dependence on Hormuz. From alternative pipelines and ports to increased U.S. energy production and a renewed push toward nuclear power, the world is already adapting—potentially weakening Iran’s leverage in the years ahead.

In this episode:

00:00 - Numbers of the Week

04:15 - The WYNDEX

07:42 - Big Short #1: Anthropic says its newest AI model is too dangerous for public release

10:51 - Big Short #2: Israel’s education budget is like “ throwing money into the fire. “

13:00 - Long Play: Iran’s Hormuz Gamble. Did they win or lose?

29:09 - Words of the Week

Find us on:

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Yael on X

Yonatan on X

Write to us here

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

Yael and Yonatan are taking the week off to celebrate Passover with their families. Wishing all of our subscribers a safe and happy holiday.

Find us on:

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Yael on X

Yonatan on X

Write to us here

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

Music - MIDNIGHT GENERATION

📈 Our WYNDEX (What’s Your Number Index) update for today:
The WYNDEX returned to the green, outperforming the S&P and NASDAQ by nearly 2% in a weaker market. Gains were led by Lemonade (+16%), Nova hitting new highs, and continued strength in defense names like Elbit. On the downside, losses were limited, with ICL down over 8% as markets weigh supply chain risk. Overall, investors are showing renewed confidence in Israeli tech resilience.

🔎 Our Long Play today:
Toppling the Islamic Republic will only be possible by inflicting real harm on the regime’s oppressive economy. Miad Maleki, the architect of the Trump administration’s sanctions strategy against Iran, joins Yonatan and Yael to unpack the state of Iran’s corrupt economy, and its domination by the IRGC. Can economic distress lead to revolution? And will Iran be able to pick up the pieces if the regime collapses?

In this episode:

- Numbers of the Week

- The WYNDEX

- Big Short #1: U.S.–Iran talks begin in Islamabad

- Big Short #2: Qatar’s influence and regional recalibration

- Long Play: Breaking and rebuilding Iran’s economy

- Words of the Week

Find us on:

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Yael on X

Yonatan on X

Write to us here

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

📈 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:

- Numbers of the Week

- The WYNDEX

- Big Short #1: Israel’s deficit and market credibility

- Big Short #2: Tech founders bid for Channel 13

- Long Play: Is Iran’s economic warfare working?

- Words of the Week

Find us on:

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Yael on X

Yonatan on X

Write to us here

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

📈 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:

- Numbers of the Week

- The WYNDEX

- Big Short #1: Lebanon signals a shift on Hezbollah

- Big Short #2: Israel’s budget politics and coalition stability

- Long Play: Iran’s economic warfare and the global energy stakes

- Words of the Week

Find us on:

YouTube

Instagram

LinkedIn

Yael on X

Yonatan on X

Write to us here

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

Yael and Yonatan won’t be recording a new episode this week as they are in Israel caring for their families during the war with Iran. We'll catch you next week.