What's Your Number?

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Hosted by Yonatan Adiri and Yael Wissner-Levy, What’s Your Number? is a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.

8 HR AGO

Breaking and Rebuilding Iran’s Economy - with Miad Maleki

📈 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: 00:00 – Numbers of the Week 05:00 – The WYNDEX 08:18 – Big Short #1: U.S.–Iran talks begin in Islamabad 10:27 – Big Short #2: Qatar’s influence and regional recalibration 13:51 – Long Play: Breaking and rebuilding Iran’s economy 38:48 – 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

42 min
18 MAR

Who’s winning the economic war?

📈 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 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

35 min
11 MAR

Iran’s Economic Warfare

Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week. 📈 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: 0:00 - Numbers of the Week 4:00 - The WYNDEX 8:20 - Big Short #1: Lebanon signals a shift on Hezbollah 11:30 - Big Short #2: Israel’s budget politics and coalition stability 14:00 - Long Play: Iran’s economic warfare and the global energy stakes 39:00 - 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

40 min
4 MAR

A quick update

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.

1 min
25 FEB

The Startup Unlocking the ‘Black Hole’ of the Open Sea - with Ami Daniel

Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week. __________ 📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX fell 3.38% this week, underperforming U.S. markets as the SaaS selloff deepened. Cyber stocks reacted sharply to new AI-driven security tools, raising disruption concerns, while ZIM surged on acquisition news. Yonatan and Yael break down what the “SaaSpocalypse” means for Israeli tech and the broader market. 🔎 Our Long Play today features Ami Daniel, co-founder and CEO of Windward, to discuss how maritime intelligence has become central to today’s geopolitical tensions. From the rise of Russia’s “dark fleet” and Iranian threats to global shipping routes to the ZIM acquisition and the role of AI in defense tech, Ami explains why control of the seas is increasingly shaping global power. In this episode: 0:00 Numbers of the Week 4:00 The Wyndex 8:20 Big Short #1: Palmer Luckey’s secret Israel visit 11:30 Big Short #2: India–Israel strategic partnership expands 14:00 Long Play: Ami Daniel on maritime intelligence and geopolitics 39:00 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

43 min
18 FEB

A short announcement

Please take 5 minutes to fill out What's Your Number's LISTENER SURVEY to help us level up the show. We'll catch you next week.

1 min
11 FEB

Saudi and UAE: The Cold Gulf War

📈 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 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

38 min
4 FEB

Is AI Drug Discovery Finally Here? - with Daphne Koller

📈Our WYNDEX (What’s Your Number Index) update for today: Markets were up this week, but the WYNDEX slipped again. Yonatan and Yael break down the biggest movers, including Nova leading the pack and monday.com falling to the bottom, plus what the Fed shakeup and a sudden drop in gold and silver signaled to investors. 🔎 Our Long Play Yonatan and Yael are joined by Daphne Koller, CEO and founder of insitro and co-founder of Coursera, for a wide-ranging conversation on insitro’s acquisition of CombinAble.AI. They explore why drug discovery still has a 90% failure rate, how AI can help uncover entirely new biological targets, what it takes to turn targets into real medicines, and why Israel’s talent ecosystem matters at the intersection of AI and biology. This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber 01:00 - Numbers of the Week 05:00 - The Wyndex 10:40 - Big Short #1: Apple acquires Israeli startup Q.ai 14:40 - Big Short #2: United Nations financial crunch and global credibility 19:20 - Long Play: Daphne Koller on AI drug discovery 42:40 - 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 Sound and Video editing - MARTIN HUERGO AND PATRICIO SPADAVECCHIA Music - MIDNIGHT GENERATION

44 min

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Subscribe to What’s Your Number on YouTube: https://www.youtube.com/@wyn.podcast Welcome to What’s Your Number? — a weekly podcast from Ark Media, looking at the Israeli economy through a global lens. Hosted by Michal Lev-Ram, an Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune, and Yonatan Adiri, an Israeli entrepreneur and former adviser to Shimon Peres, What’s Your Number? unpacks the latest developments in the Israeli economy — from IPOs to investment trends to local political shocks. If you’re an early fan, please help us out by subscribing, reviewing, and sharing our show with others who might find it valuable. What’s Your Number? on YouTube: https://www.youtube.com/@wyn.podcast Ark Media on Instagram: https://www.instagram.com/arkmediaorg Ark Media on LinkedIn: https://www.linkedin.com/company/ark-media1 Contact us at whatsyournumber@arkmedia.org Follow Michal on X: https://x.com/mlevram Follow Yonatan on X: https://x.com/yonatanadiri CREDITS: ILAN BENATAR - Producer & Editor MARTIN HUERGO - Sound Editor GABE SILVERSTEIN - Research MIDNIGHT GENERATION - Theme Music

25/04/2025

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2 min

Hosted by Yonatan Adiri and Yael Wissner-Levy, What’s Your Number? is a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.