📈 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
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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