What's Your Number? – Details, episodes & analysis

Subscribe to What’s Your Number on YouTube: https://www.youtube.com/@wyn.podcast

Welcome to What’s Your Number? — a weekly podcast from Ark Media, looking at the Israeli economy through a global lens.

Hosted by Michal Lev-Ram, an Israeli-born Silicon Valley-based tech journalist and contributing editor at Fortune, and Yonatan Adiri, an Israeli entrepreneur and former adviser to Shimon Peres, What’s Your Number? unpacks the latest developments in the Israeli economy — from IPOs to investment trends to local political shocks.

If you’re an early fan, please help us out by subscribing, reviewing, and sharing our show with others who might find it valuable.

What’s Your Number? on YouTube: https://www.youtube.com/@wyn.podcast

Ark Media on Instagram: https://www.instagram.com/arkmediaorg

Ark Media on LinkedIn: https://www.linkedin.com/company/ark-media1

Contact us at [email protected]

Follow Michal on X: https://x.com/mlevram

Follow Yonatan on X: https://x.com/yonatanadiri

CREDITS:

ILAN BENATAR - Producer & Editor

MARTIN HUERGO - Sound Editor

GABE SILVERSTEIN - Research

MIDNIGHT GENERATION - Theme Music

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

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:

• 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:

• 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:

• 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 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 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:

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:

WYNDEX is up 3.3% on the week of June 23-28. Almost fully correlated with the S&P 500 and under performing the NASDAQ by 1%. Notable movers on the green are autonomous car giant MobilEye with over 20% growth in one week and semiconductor company Nova Measurements with more than 15% growth.

🎯Our Big Shorts for today:

• The Israeli defense administration seeks additional budget in order to maintain its posture in Gaza, plan for the unfolding dynamics in Iran and more. But is an even bigger budget the answer?
• Israeli printing technology pioneer Landa Nano files for court protection. The company, founded by entrepreneur and inventor Benny Landa, had raised $1.3B to make “nano-printing” a reality. 

🔎And our Long Play today: 

Talking drones with Yariv Bash, cofounder and CEO of FlyTrex, an Israeli drone delivery platform which just announced a service launch with DoorDash in the Dallas-Fort Worth area. 

📅 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