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:

10:00 – Big Short #2:

13:00 – Long Play:

36:50 – Words of the Week

📈 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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Yonatan on X

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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

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