Hormuz: Who will Blink First? - with Miad Maleki

📈 Our WYNDEX (What’s Your Number Index) update for today: The WYNDEX rose 6.76% this week, beating the S&P and just trailing the NASDAQ. Nearly all names finished in the green, led by strong gains in fintech and tech. The move reflects a broader market rally driven by ceasefire momentum and a shift toward “peace optionality,” with capital rotating out of defense and into growth…for now. 🔎 Our Long Play today: For decades, the Strait of Hormuz has been viewed as Iran’s ultimate geopolitical weapon. But what if it’s actually its greatest vulnerability? Iran faces a harsh reality: over 90% of its oil exports and critical imports move through Hormuz. With its economy already under strain, the very leverage it threatens to use may accelerate its own collapse. But the biggest question is who will “blink” first under the economic pressure – Iran or the U.S.? In this episode: 00:00 – Numbers of the Week 04:05 – The WYNDEX 05;28 – Big Short #1: The strong shekel and mounting pressure on Israeli exporters 07:25 – Big Short #2: ZIM’s leadership shakeup and geopolitical ownership tensions 09:44 – Long Play: The Strait of Hormuz: strategic weapon or economic vulnerability? 31:35 – Words of the Week Find us on: YouTube Instagram LinkedIn Yael on X Yonatan on X Write to us here New episodes drop on Wednesdays