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.

  1. HACE 5 H

    Hormuz: Short Term Win, Long Term Loss

    📈 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: - Numbers of the Week - The WYNDEX - Big Short #1: Anthropic says its newest AI model is too dangerous for public release - Big Short #2: Israel’s education budget is like “ throwing money into the fire. “ - Long Play: Iran’s Hormuz Gamble. Did they win or lose? - 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

    34 min

  2. 1 ABR

    Happy Passover from the What's Your Number family

    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: 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 Music - MIDNIGHT GENERATION

    1 min

  3. 25 MAR

    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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
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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.

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