About this episode
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, up 1.99% on the week, beating the S&P500 by 1.32% and the NASDAQ by 0.52%. We’re seeing most of the losses from last week regained, with big winners being Lemonade with a strong recovery (+10%) and Palo Alto (+4.48%). 🎯Our Big Shorts for today: Netanyahu’s government may be safe for now, but key budget dynamics are on the line: The Defense administration is asking for an additional $12 billion aiming at a $42 billion budget (8% of GDP, 20%+ of budget!). Over in the U.S., Congress approves first major crypto legislation; could Israel be next? The landmark “Genius Act” has been signed into law, establishing a federal framework for stablecoins progress. Could similar legislation happen in Israel? 🔎And our Long Play today is a 10-part look back at the war in numbers: $7 billion in direct damages from the October 7, 2023 invasion >300,000 reservists approved for conscription by the Israeli government 68,500 residents displaced from the North 80%, the drop in tourism to Israel when comparing Dec 2023 to Dec 2022 23%, the drop in the Tel Aviv Stock Exchange in the month following Oct 7 Q1 2024, when the Tel Aviv Stock Exchange exceeded pre-war levels $32 billion, Google’s acquisition of Israeli-founded cybersecurity company Wiz $12 billion additional rise in military budget coming out of the Iran war 1.3 billion shekels, cost of damages and displacement from the Iran war Multiple downgrades by the rating agencies - and how they got it wrong in the end 📅 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) Intro (03:04) WYNDEX Update (04:33) Big Shorts (12:06) Long Play (32:00) Words of the Week (33:15) Outro ⚖️ 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