📈 Our WYNDEX (What’s Your Number Index) update for today:

The WYNDEX fell 1.7%, lagging the S&P and NASDAQ, which rose on ceasefire optimism. The split is clear: defense and deep tech names climbed, while SaaS stocks dropped sharply. Wix fell over 20%, with Lemonade and Monday also down—signaling growing pressure from AI disruption.

🔎 Our Long Play today:

Israel’s shekel just hit its strongest level against the dollar this century. While a stronger currency lowers inflation and boosts purchasing power, it’s also squeezing exporters, raising labor costs, and adding pressure to an already fragile tech sector in Israel. What looks like strength comes with economic implications that are good, bad and ugly.

In this episode:

00:00 - Numbers of the Week

03:54 - The WYNDEX

07:54 - Big Short #1: Wix, AI pressure, and the return of “SaaS-mageddon”

10:36 - Big Short #2: Ceasefire economics, energy flows, and regional normalization signals

12:30 - Long Play: The strong shekel—economic strength or structural risk?

27:27 - 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

A Stronger Shekel: the Good, the Bad, the Ugly