What's Your Number?

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

  1. HACE 2 DÍAS

    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

  2. 28 ENE

    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

    39 min

  3. 21 ENE

    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

    31 min

  4. 14 ENE

    A Tale of Three Economies - with Ariel Karlinsky

    📈Our WYNDEX (What’s Your Number Index) update for today: WYNdex is back with a whopping 5.56% green performance, outperforming both S&P and NASDAQ by 4.59 and 4.71% respectively. Elbit, NOVA, Lemonade, and PANW in the green. EToro, FIVERR, and WIX in the red. 🔎Our Long Play today is a conversation with Ariel Karlinsky. Ariel, who’s a PhD student at Hebrew University’s economics department and the Center for the Study of Rationality, has recently co-authored a paper thoroughly examining how different populations in Israel engage with the welfare state. What makes a segment of the population a net contributor versus net dependent? His study reveals a stark reality: under the hood of Israel’s seemingly-robust economy there are actually 3 different economies: while one is highly productive and prosperous by first world standards, the other two resemble the developing world. Ariel, Yonatan, and Yael discuss: how did Israel get here? What happens if the incentives don’t change? And can Israel make the necessary reforms? Read the paper here. On Taxes and Wonders: Complete Fiscal Accounts at the Household Level in Israel, published in the Israeli Economic Review, authored by Ariel Karlinsky, Tom Sadeh, Eran Yogev & Michael Sarel (2025).   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

    34 min

  5. 7 ENE

    How Economies Survive After AI Wins - with Daniel Schreiber

    Our Long Play today is a conversation with Daniel Schreiber. In addition to being the co-founder and CEO of Lemonade, Daniel is the Founder and Chairman of the Mosaic Institute for AI Policy, an Israel-based nonprofit aiming to ensure that the AI revolution will be harnessed to shore up and grow the economy, rather than destroy it. With a look at history, Daniel, Yael, and Yonatan discuss how a future Israel economy might fare in an automated world between the risks of massive workforce displacement and the potential of turbocharged productivity. Michal is away for the month of January. In her stead, Yonatan will be joined by Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host. 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 Guest host: YAEL WISSNER-LEVY Executive Producer - ADAAM JAMES LEVIN-AREDDY Production Manager - BRITTANY COHEN Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

    44 min

  6. 24/12/2025

    Can Israel Become a Trillion Dollar Economy? - with Michael Eisenberg

    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 our last WYNDEX update of the year! On that note, here is our year-to-date comparison:  WYNDEX - 20.78% S&P - 15.77% NASDAQ - 20.12% Our best performers of the year were: Lemonade with 125% Elbit with almost 100% Nova measurements up 64%  TEVA up 24% (and is now a $35B company) However, our WYN “babies” - the newcomers - were down for the year: Etoro (~46% in the red)  Via (32.74%). Monday.com (35%)  WIX was cut in half… 🔎And our Long Play today is a conversation with friend of the show investor Michael Eisenberg to talk about a recent piece he wrote in SAPIR Journal titled “Building Israel’s Trillion Dollar Economy.” Michael’s core argument is that Israel can (and must) double its GDP over the next 10 years, but that the growth drivers that got the economy to its current point won’t be enough to get it to this next milestone. We speak to Michael about his proposals and how he thinks Israel can continue to grow in the future. (And for more, please see the link to his article in SAPIR here: https://sapirjournal.org/money/2025/building-israels-trillion-dollar-economy/) 📅 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 Production Manager - BRITTANY COHEN Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION

    47 min

  7. 17/12/2025

    How Israel's 2025 Economy Defied Expectations - with Natti Ginor

    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 is down .8%, almost in line with the S&P and showing better performance than NASDAQ by 1.07%. Notable in the green this week is defense giant ELBIT with a 6.3% rise, completing a 99.5% increase year-to-date and trading at a $24 billion market cap. In the red we have ZIM, which continues to lose steam as it struggles to find a suitable acquirer, and eToro, which closed the week down 11.76% (40% below its IPO number).  🔎And our Long Play today is a conversation with Natti Ginor, head of Israel Investment Banking at Jefferies. Last month, the investment firm - which is very active in the country - published a year-end report on the Israeli market called “Next-Gen Middle East: Israel’s role in shaping a tech future.” In this episode, we ask Natti to share some of the highlights of the report, giving listeners a snapshot not just of tech but overall market & economic fundamentals in Israel over the last year.  📅 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

    37 min

  8. 10/12/2025

    Is Israel's 2026 Budget a Red Flag?

    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 is back in the green for a second week in a row, up 3.29%, to be exact. That puts it ahead of both the S&P and NASDAQ (0.69 and 1.39%, respectively). Monday.com made a 9.09% jump back up after December 4th Guggenheim report with a Strong BUY ($250 target price). In the red is ZIM, which shed ~2% with a takeover bid by German Giant Hapag Lloyd competing with the Unger/management buyout offer which seems to lowball the market perception. Two cyber companies, Varonis and Sentinel One, were also down. 🎯Our Big Shorts for today: German Chancellor Friedrich Merz visited Israel this week. The European leader met with Prime Minister Netanyahu and other senior Israeli officials, and also spoke about that temporary & partial arms embargo on Israel, which Germany lifted last month once the ceasefire was in effect. We unpack the visit from this key partner.Eurovision decision: A decision has been made to allow Israel to stay in the 2026 competition. But several countries (including Spain, Ireland, the Netherlands) subsequently said they would boycott the competition as a result. What does this mean for Israeli isolation vs. integration as we move forward, and beyond the Eurovision itself?🔎And our Long Play today is focused on Israel’s 2026 budget, which was passed by the cabinet just a few days ago. We’ll go over what you need to know - what’s in, what’s out, what’s controversial, etc. And what the next steps are for the budget.  📅 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

    36 min
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Hosted by Yonatan Adiri and Michal Lev-Ram, What’s Your Number? is a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.

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