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📈Our WYNDEX update for today:

NASDAQ, S&P and WYNDEX were all in the green, with our WYNDEX trailing roughly 0.55% behind both with 1.67, 1.6 and 1.07% for the WYNDEX.

🎯Our Big Shorts for today:

• Seven-year-old digital payment company Melio has been acquired by SMB giant XERO, a deal that was negotiated from the safe room during the Israel-Iran conflict.
• Spain is asking for “immediate” suspension of the EU “Association Agreement” with Israel + to impose an arms embargo on Israel, but this is unlikely to happen because of lack of support from other key EU countries like Italy and Germany.

🔎And our Long Play today is an interview with AI expert and longtime entrepreneur Yoav Shoham, all about what Israel’s role is–and could be–in the global AI arms race.

📅 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:

ILAN BENATAR - Producer

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

📈Our WYNDEX update for today:

Last week (June 9-14th) we saw a market correction for both NASDAQ and S&P. WYNDEX was in the red as well. While S&P shed 1.08% and NASDAQ 0.85%. WYNDEX shed 1.54%

🎯Our Big Shorts for today:

• Israeli defense contractors (literally) fenced off at Paris Air Show
• 200,000 Israelis stranded abroad; when & how will they get home?
• Tech deal: Wix acquires AI-powered no-code platform Base44 for $80m

🔎And our Long Play today is a dive into why Israel’s stock market is rising - plus other positive economic indicators we’re seeing - despite the ongoing Israel-Iran conflict.

📅 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:

ILAN BENATAR - Producer

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by

MIDNIGHT GENERATION

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 up 3.8%, overperforming the S&P by 2.04% and NASDAQ by 1.35%. (The WYNDEX is our very own index, made up of 51 Israel-based and/or Israeli-founded companies that trade on American stock exchanges.)

🎯Our Big Shorts for today:

• Israel’s Ministry of Finance cuts growth projections
• eBay is shutting down its R&D center in Israel
• Lufthansa plans to “gradually” restart flights in and out of Tel Aviv

🔎And our Long Play today is an interview with Oded Ben David, the chief technology officer at ELOP, the electro-optical division of Elbit Systems, all about Israel’s newly declassified (and low-cost) Iron Beam aerial defense system.

📅 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:

ILAN BENATAR - Producer

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

🎯Our Big Shorts for today:

• The One Big Beautiful bill passes the House… implications for Israel?
• EU threats on freezing “Association Agreement” with Israel and “Horizon 2020” academic funding

🔎And our Long Play today is on Saudi Arabia Part 2: Is the Window for Normalization Narrowing?

📅 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:

ILAN BENATAR - Producer & Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩Write to us here

🎯Our Big Shorts for today:

• Israeli inflation rises 1.1% in the month of April
• Moody’s downgrades the U.S.’s credit rating
• Are we seeing signs of an AI slowdown?

🔎And our Long Play today is on Who's in (and Who's Out) of the U.S.-Saudi Deal

📅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:

ILAN BENATAR - Producer & Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸Instagram

💼LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩Write to us here

🎯Our Big Shorts for today:

• How a Saudi-American deal impacts Israel
• A mega AI fundraise - can Israeli tech build an OpenAI competitor?

🔎And our Long Play today is Israel’s Path to (Greater) Energy Independence

📅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:

ILAN BENATAR - Producer & Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸Instagram

💼LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩Write to us here

🎯Our Big Shorts for today:

• The devastating wildfires outside Jerusalem
• The US economy contracts - what’s the impact on Israel?

🔎And our Long Play today is A New Era for Defense Tech?

📅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:

ILAN BENATAR - Producer

MICHAL LEV-RAM - Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by

MIDNIGHT GENERATION

Find us on:

📺 YouTube

📸 Instagram

💼 LinkedIn

𝕏 Michal on X

𝕏 Yonatan on X

📩 Write to us here

🎯 Our Big Shorts for today:

• Check Point’s latest earnings report under its new CEO Nadav Zafrir.
• Israel’s second international airport.
• President Trump’s upcoming trip to the Gulf and Saudi-Israeli normalization.

🔎 And our Long Play today is Israel’s rapidly shifting economic landscape.

📅 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.

(00:00) Introduction

(04:41) Market Signals

(09:18) Big Shorts

(23:05) Long Play

⚖️ 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:

ILAN BENATAR - Producer & Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

Theme Music by MIDNIGHT GENERATION