Description
📈Our WYNDEX (What’s Your Number Index) update for today: Markets moved higher this week, with the S&P up 0.73% and the NASDAQ up 1.55%, but the WYNDEX moved in the opposite direction, slipping 0.97%. Still, as January wraps up, the WYNDEX remains ahead, up 2.61% YTD compared to 1.12% for the NASDAQ and 1.02% for the S&P. 🔎 Our Long Play today takes a deep dive into Israel Aerospace Industries and the bigger question it raises about defense tech, ownership, and growth. Yael and Yonatan are joined by Natti Ginor, Managing Director and Head of Israel Investment Banking at Jefferies, to unpack reports that Israel Aerospace Industries is exploring an IPO. They explore IAI’s unique role as a government-owned defense giant, what going public would actually require, how global investors view Israeli defense tech, and who stands to win or lose if one of Israel’s most strategic companies makes the leap to the public markets. This episode was sponsored by SAPIR: Sign up for the SAPIR journal at sapirjournal.org/whatsyournumber 01:12 – Numbers of the Week 03:43 – The Wyndex 05:21 – Big Short #1: Wix and the AI Talent Narrative 08:12 – Big Short #2: Lemonade, Tesla, and AI-Driven Insurance 10:56 – Long Play: Natti Ginor on Israel Aerospace Industries and a Potential IPO 35:12 – Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here A little bit of housekeeping: Michal is away for the month of January. In her stead, Yonatan will be joined by the incomparable Yael Wissner-Levy, Chief Communications Officer at Tenzai, as co-host. 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 Sound and Video editing - MARTIN HUERGO Music - MIDNIGHT GENERATION