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2025. 11. 12.

Israel's Exposure to the AI Bubble

Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: It was a tough week all around. The NASDAQ and S&P shed some serious AI market cap and while WYNDEX was in the red - though it significantly outperformed both NASDAQ and S&P. In numbers: NASDAQ lost 3.96% and S&P lost 2.23%, while the WYNDEX lost 1.26%. That’s 2.7% better than NASDAQ and 0.97% compared to the S&P. 🎯Our Big Shorts for today: India and Israel sign defense MOU: India will reportedly acquire missile systems from Israel Aerospace Industries (IAI) for $3.75B, and IAI will convert six commercial planes into Indian Air Force refueling aircraft. A Goldman Sachs report, published after the ceasefire went into effect last month, is (cautiously) optimistic on economic growth in Israel, largely due to an easing of labor market constraints. We dive into the numbers from the report…🔎And our Long Play today is a look at the AI bubble - which is not quite bursting but showing some cracks (some are calling it a “wobble”) - and what Israel’s exposure is if we see a broader/deeper correction take place in both public and private market valuations. 📅 New episodes drop every Wednesday What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ 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 and MICHAL LEV-RAM Executive Producer - ADAAM JAMES LEVIN-AREDDY Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

2025. 11. 12.

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40분
2025. 11. 19.

The Next Generation of Cybersecurity - with Yevgeny Dibrov

Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: We’re seeing mixed signals for the WYNDEX this week. The index shed 1.53% beating NASDAQ by almost 0.5% but falling below S&P by 0.77%. In the green: Pluristem (the carrot protein drug developer we discussed in the past) tops the flock with a 17.33% rise. Another notable climb was registered by the 2025 joiner, E-Toro with a 16.11% climb. In the red: We continue to see tough sentiment for Monday.com, which shed 15% on the week, 45% from its 2025 peak and ~25% year-to-date. Another 2025 Wyndex joiner, Via, shed 13.5% this week, falling below its IPO price. 🔎And our Long Play today is a conversation with Yevgeny Dibrov, cofounder and CEO of cyber company Armis, which just raised a $435 million pre-IPO funding round at a valuation of $6.1 billion. Yevgeny worked with the Wiz team at their first company, Adallom, which was bought by Microsoft. He started Armis about ten years ago and today it’s one of the most highly valued Israeli-founded cyber startups… we’ll talk to him about the state of Israeli cyber + why more companies in the space don’t make it all the way to an IPO. 📅 New episodes drop every Wednesday What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ 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 and MICHAL LEV-RAM Executive Producer - ADAAM JAMES LEVIN-AREDDY Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

2025. 11. 19.

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32분
2025. 10. 01.

Is Israel's Business Model Sustainable? - with Eugene Kandel

Israel’s Strategic Futures Institute: israelstrategicfutures.org/en Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: It’s the 6th week of positive WYNDEX in a row. To be more exact, for the period between September 15th and September 27th, the WYNDEX grew by 1.95%, beating the S&P by 1.34% and NASDAQ by 0.87%. One notable mover on the green is 3D Printing innovator Stratatys systems, gaining 10.35% for the period. In the red we have two notable movers: Lemonade.com shedding ~15% and MobilEye shedding 7.11% over renewed downgrades. 🎯Our Big Shorts for today: Microsoft has stopped providing some of its cloud & AI services to Israel’s Ministry of Defense after deciding that certain uses of its technology violated its policies.Israel’s metro project is advancing, with more details emerging on the country’s $100B subway buildout. Tenders for various lines are now under way, as well as conversations about whether the metro should run on Shabbat…🔎And our Long Play today is an interview with Professor Eugene Kandel, Chairman of the Tel Aviv Stock Exchange and former head of the National Economic Council. Eugene is also the former CEO of Start Up Nation Central, and more recently embarked on a new project called the “Israel Strategic Future Institute,” which he started with his partner Ron Tzur. The two have come out with a blueprint for Israel’s future which consists of a completely reimagined structure for both Israeli society and government. The goal? None other than to ensure Israel isn’t heading toward economic collapse. 📅 New episodes drop every Wednesday What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ 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 and MICHAL LEV-RAM Executive Producer - ADAAM JAMES LEVIN-AREDDY Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

2025. 10. 01.

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47분
1월 29일

843 Days, 12 Hours, 6 Minutes

The hostage clock stopped at 843 days, 12 hours, and 6 minutes. But did the healing begin? Donniel Hartman and Yossi Klein Halevi reflect on the return of the body of Ran Gvili—the last hostage from October 7th—and what this moment reveals about Israel's wounds, its divisions, and its desperate need for goodness. A meditation on trauma, ritual, and the human need for moments of grace—even when the underlying problems remain. Watch the video version of our podcast on our Youtube channel. Past episodes of this show, and other podcasts from Ark Media can be found at arkmedia.org. For more ideas from the Shalom Hartman Institute, visit shalomhartman.org, or JOIN OUR EMAIL LIST. Sponsor an upcoming episode of For Heaven’s Sake. Click here to learn more. Here’s more from the Shalom Hartman Institute this week: Learn more about Rabbanut North America, our three-year rabbinic ordination program, and the newest cohort!

1월 29일

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32분
2025. 10. 15.

Israel's Post-War Economy

Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: September 29th to October 11th was another period of the WYNDEX in the green, albeit showing just a modest 0.42% growth rate. Meanwhile, both NASDAQ and the S&P were down in the same period. The WYNDEX’s biggest mover was Compugen, a 20-year publicly traded drug company, which was up 25% due to positive results in clinical trials for ovarian cancer drugs. However, Israeli digitals, particularly on the consumer side, have suffered these past couple of weeks. 🔎And our Long Play today is a conversation between Yonatan and Michal about how the end of the Gaza war could shape Israel’s economy. We’ve discussed in previous episodes how Israel’s war against Hamas has hit parts of the economy – and spared others – especially considering the hundreds of thousands of reservists who’ve been forced to leave their civilian lives multiple times to fight on the frontlines. Today, we ask how the resumption of “normal life” will alter the economy we’ve experienced over the past two years. Also, will the Gaza deal bring more regional states toward the Abraham Accords? 📅 New episodes drop every Wednesday What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ 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 and MICHAL LEV-RAM Executive Producer - ADAAM JAMES LEVIN-AREDDY Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

2025. 10. 15.

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21분
2025. 12. 03.

Winning the Water Game in the Middle East - with Seth Siegel

Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: The WYNDEX bounced back 4.85% last week, beating both NASDAQ and S&P which were also in the green with a 3.20% and 3.93% rise, respectively. Notable stocks were Palo Alto Networks, which bounced back almost 4% alongside ZIM (+20%) and Lemonade (16%). The most interesting mover in this week’s WYNDEX was pharma giant TEVA with 11.07%. This was thanks to clinical approval of two biosimilar drugs the company can now bring to the market. 🔎Our Long Play today is an interview with Seth Siegel, a guest whose work has become essential reading for anyone trying to understand the future of water in the Middle East. Seth is a leading voice on water policy and innovation, and the author of several best-selling books, including Let There Be Water, the definitive account of how Israel became a global model for water management. He recently wrote an op-ed in the WSJ about Iran’s escalating water crisis and the role its hatred of Israel has played in bringing it to this moment. We talk to him about how water - perhaps more than any other resource - plays a critical role in the Middle East’s economic trajectory, and new innovations coming out of Israel. Here is the link to Seth’s recent op-ed in the WSJ: https://www.wsj.com/opinion/hatred-of-israel-caused-irans-water-crisis-4e566bac And here is a link to his book, Let There Be Water: https://www.amazon.com/Let-There-Be-Water-Water-Starved/dp/1250115566 📅 New episodes drop every Wednesday What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ 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 and MICHAL LEV-RAM Executive Producer - ADAAM JAMES LEVIN-AREDDY Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

2025. 12. 03.

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44분
2025. 09. 03.

Israel and Germany: It's Complicated

Find us on: 📺 YouTube 📸 Instagram 💼 LinkedIn 𝕏 Michal on X 𝕏 Yonatan on X 📩 Write to us here 📈Our WYNDEX update for today: A classic August hibernation week for Wall Street, with both S&P and NASDAQ with a fraction of a percent movement - compared to a whopping 2.44% rise in the WYNDEX. Topping the movers this week is Monday.com with 8.49% in the green. Other notable moves in the green are Elbit with 6.5% and Nova Measurements with 4.17% on the back of the stunning Nvidia earnings report. In the red, we have Lemonade shedding 6.9% and ZIM losing 5.29% after news of Turkey closing its ports to Israeli shipping companies turned into a stark reality. 🎯Our Big Shorts for today: New data shows increasing signs of growing consumer weakness in Israel as household savings difficulties emerge. Case in point: Only 28% of households now manage to save money at the end of the month (compared to 40% before the war). This is also the first August in five years in which we see a decline in credit card activity compared to the previous year. What does this all mean?Serbia comes into the light as the client of the recently reported $1.6 billion defense deal led by Elbit, which was first without mention of the client country due to “political sensitivity.” This is yet another sign that Israel’s defense tech sector is continuing to grow. 🔎And our Long Play today is a dive into the current state of Germany’s economy and why the European country’s future is interlinked with Israel’s. With a GDP of around $4.5T, Germany is the third largest economy in the world (after the US and China and just ahead of Japan) + of course the largest in Europe. It is also Israel’s second-largest trade partner and a long-time supporter of Israel, defending it from European sanctions. Now, as Germany’s economy stagnates - and the future of its political leanings seems uncertain - where does that leave Israel? We analyze the current challenges plus discuss new opportunities for the two countries to work together. 📅 New episodes drop every Wednesday What’s Your Number? is hosted from Tel Aviv and Silicon Valley by Yonatan Adiri — Israeli entrepreneur and former advisor to President Shimon Peres — and Michal Lev-Ram, Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune. Together, they unpack the headlines, trends, and data driving Israel’s economy and its future. ⚖️ 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 and MICHAL LEV-RAM Executive Producer - ADAAM JAMES LEVIN-AREDDY Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

2025. 09. 03.

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37분
1월 28일

Taking a State-Owned Defense Company Public - with Natti Ginor

📈Our WYNDEX (What’s Your Number Index) update for today: Markets moved higher this week, with the S&P up 0.73% and the NASDAQ up 1.55%, but the WYNDEX moved in the opposite direction, slipping 0.97%. Still, as January wraps up, the WYNDEX remains ahead, up 2.61% YTD compared to 1.12% for the NASDAQ and 1.02% for the S&P. 🔎 Our Long Play today takes a deep dive into Israel Aerospace Industries and the bigger question it raises about defense tech, ownership, and growth. Yael and Yonatan are joined by Natti Ginor, Managing Director and Head of Israel Investment Banking at Jefferies, to unpack reports that Israel Aerospace Industries is exploring an IPO. They explore IAI’s unique role as a government-owned defense giant, what going public would actually require, how global investors view Israeli defense tech, and who stands to win or lose if one of Israel’s most strategic companies makes the leap to the public markets. This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber 01:12 – Numbers of the Week 03:43 – The Wyndex 05:21 – Big Short #1: Wix and the AI Talent Narrative 08:12 – Big Short #2: Lemonade, Tesla, and AI-Driven Insurance 10:56 – Long Play: Natti Ginor on Israel Aerospace Industries and a Potential IPO 35:12 – Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here A little bit of housekeeping: Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host. 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 Music - MIDNIGHT GENERATION

1월 28일

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39분
1월 21일

From War Economy to Election Economy

📈Our WYNDEX (What’s Your Number Index) update for today: Market weakness overall impacted the WYNDEX as well. Shedding 1% on a pretty flat S&P and a 0.26% decline in NASDAQ. 🔎Our Long Play today looks at what happens to the economy as Israel emerges from the morass of war into the mess of an election year. With sights set on reelection, the policy makers in Jerusalem seem unwilling to stir the pot with dramatic-but-necessary reforms, opting instead for big headline-grabbing but fiscally irresponsible electioneering tactics. Yontatan and Yael unpack these developments and spotlight the winners and losers. They discuss how the current budget (or lack thereof), combined with reckless populist and a strong shekel, can increasingly burden Israel’s middle class and businesses. But on the bright side, getting a rideshare from the airport might become a lot easier soon. Find us on: YouTube Instagram LinkedIn Michal on X Yonatan on X Write to us here A little bit of housekeeping: Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host. 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 Music - MIDNIGHT GENERATION

1월 21일

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31분
2025. 12. 17.

Bondi Beach

What does the horrific attack at Sydney’s Bondi Beach mean for the future of Diaspora Jewish life? Australian Jews have built one of the most vibrant, cohesive, creative Jewish communities in the world. Shaped by Holocaust survivors and a deep sense of Zionism, it has become a model for Jewish life in the Diaspora. In this episode, Donniel Hartman and Yossi Klein Halevi explore whether small Diaspora communities can thrive in the current environment, and if the post-Holocaust era of Jewish immunity has definitively ended. Watch the video version of our podcast on our Youtube channel. Past episodes of this show, and other podcasts from Ark Media can be found at arkmedia.org. For more ideas from the Shalom Hartman Institute, visit shalomhartman.org, or JOIN OUR EMAIL LIST. Sponsor an upcoming episode of For Heaven’s Sake. Click here to learn more. Here’s more from the Shalom Hartman Institute this week: Learn more about and register for our Community Leadership Program.

2025. 12. 17.

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38분

Welcome aboard the Ark Media podcast network — a home for navigating Jewish life, Israel, and our rapidly changing world. Join us in the Jewish tradition of intense debate grounded in shared values as we pursue common goals.

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Ark Media

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Israel's Exposure to the AI Bubble

The Next Generation of Cybersecurity - with Yevgeny Dibrov

Is Israel's Business Model Sustainable? - with Eugene Kandel

843 Days, 12 Hours, 6 Minutes

Israel's Post-War Economy

Winning the Water Game in the Middle East - with Seth Siegel

Israel and Germany: It's Complicated

Taking a State-Owned Defense Company Public - with Natti Ginor

From War Economy to Election Economy

Bondi Beach

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