Revolve Group ($RVLV) podcast mentions
Per Ticker.id: 1 Revolve Group ($RVLV) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-30.
And that's Florida Governor Ron DeSantis. President Trump has established a committee to investigate mortgage fraud allegations against Federal Reserve Governor Lisa Cook, intensifying efforts to oust her from her role. The president's action is the latest escalation in the administration's bid to oust Cook from her position, a fight that has already gone to the Supreme Court in a case revolving around the president's powers to reshape the Fed. The Arlington County Board in Virginia has filed a lawsuit opposing the construction of the Triumphal Arch, It becomes the first governmental body to take legal action against the president's planned monument. Mayor Zoran Momdani has called for an end to federal immigration enforcement in New York City. This after an ICE officer shot and wounded a man in front of his child, escalating tensions over the Trump administration's crackdown. Speaking at a news conference this morning, Homeland Security Secretary Mark Wayne Mullin confirmed that a child was in the vehicle with Oscar Belgal when agents opened fire.
Karen Moscow · Bloomberg News Now · Consumer Sentiment Falls, Isaias Reaches Category 3, Cook Probe, More · 2026-10-09Look, one of the biggest issues that we have is we have widespread incompetence in governments. And I'll give you a quick stat on this. In the UK government, you are 10 times more likely to die than to be fired for poor performance. And the UK government fires people at 1/600th the rate as normal businesses for incompetence. So we have an accumulation of massive incompetence in government. So the idea, you can come up, we can come up with all the best ideas under the sun at this table. We have a fundamentally incompetent set of people who have misaligned incentives. We have basically a revolving door between financial industrial complex, technology industrial complex. How did this work for them? Well, the Singaporean government, they basically said that we're going to have a very high degree of meritocracy in government that essentially we promote and fire based on outcomes and merit. Merit.
Daniel Priestley · The Diary Of A CEO with Steven Bartlett · Most Replayed Moment: AI Is Changing How Teams Work Forever · 2026-10-09But you go back 20 years and Augustus Le Plaignan and some other dude, I'm losing his name right now, but there were two French Americans that believed that the Maya were the Atlanteans, that the Maya had conquered the world, that the Maya were the master race if you're going to look at it that way. But they're going to ignore that when they submit this stuff stuff to Netflix because it doesn't just— they wanted to make it sound like this entire shit was created to support white supremacy when it was actually not. But they— so my, my, but my point here is, in a debate where it constantly revolves around, you guys are lying about our past, they lie about what happened 15 fucking minutes ago on the internet where you can all see it, and then they wonder why we are like, ha, you guys do lie about the fucking boneheads. Sorry.
Dan Richards · The Joe Rogan Experience · #2563 - Dan Richards · 2026-10-08Well, can I just read this headline to you? Sure. It's called "The S&P Two: Micron and Nvidia Alone Will Deliver a Third of Q3 Earnings Growth as the Median Stock Barely Grows." So when we talk about bad breath or we talk about sort of super concentration, A stat like that, it's super impressive. It shows that this AI boom is kind of unprecedented, but it's super scary that it basically says this market's increasingly revolving around a thinner and thinner axis. And if anything were to happen to that axis, well, you know, it's hard not to see the market having a pretty material correction.
Adam Taggart · Thoughtful Money with Adam Taggart · Markets Face A Double-Threat Today | Jim Iuorio · 2026-10-08We are better at maintaining, building these kind of, these apparatuses that people— it's called a revolving door. People cycle into an ER, are held for a couple days, which is not enough to necessarily deal with schizophrenia, but kicked out in 2 days and sent home to no home. Um, or they go to a shelter and then they're beat up in the shelter, their stuff is stolen in a shelter, or they're sexually assaulted in a shelter. They don't stick around there. Um, they go to the street, then the NYPD or the cops in LA will sweep them from the street and say, you can't be on the street encampments. Then they may go to a temporary facility here. Um, we don't give people the kind of supports they need to get their lives back. And a lot of this obviously is mental illness.
Anand Giridharadas · The Prof G Pod with Scott Galloway · Why America Can’t Solve Homelessness — with Anand Giridharadas · 2026-10-08The question is, will they be able to affect this? And who knows? And we'll be watching and rooting along the way. The key thing— I mean, there's an awful lot he said last night, but the key thing that I think that I took away from his outlook and what he thinks needs to happen, it all basically revolves around whether we're going to get any fiscal discipline in Washington. And if you're like me, you don't hold a lot of hope for that. But that is the thing that needs to change. And really what he sees the role of the Fed right now is really being the adult in the room and telling Congress, look, I'm not going to monetize your debt the way I have in the past, and therefore you need to get your spending under control. Is that going to happen? Who knows? I'm sure in the comment section, there's a lot of people here who say like, yeah, when pigs fly. But it does seem that if we're going to get out of this, that's the essential component that needs to happen.
Adam Taggart · Thoughtful Money with Adam Taggart · Time To Buy Bonds? | Lance Roberts · 2026-10-03Well, I would add there's also globular clusters revolving with the center of the galaxy.
Steven Novella · The Skeptics' Guide to the Universe · The Skeptics Guide #1108 - Oct 3 2026 · 2026-10-03But if it's just, you know, his kids are under 10, their high school classes are, I'm guessing, all going to revolve around how to use AI. Like, all of them. Like, in other words, they'll be in chemistry, biology, European history, American history, global history, like, whatever they're studying, that's not going to change. The way that the teachers, um, get the curriculum across and test the kids 100% will involve LLMs.
Josh Brown · The Compound and Friends · Is Gen Z Completely Cooked? With Ed Elson · 2026-10-02So it'll happen again. Yeah. Yeah. I don't want to say other than I'm glad Phil Lowe said something. I hope the pressure comes to bear on the government. But maybe to your point, it's maybe a full-on hope. I doubt it. Well, you know, and that's the other thing, by the way. I say that it was, yeah, bloody Labor governments are always like that. And I have to say to them, hey, rusted-on Liberal supporter, can I tell you, can I remind you when the last lot left government, they had endless deficits in the forecast as well? This is not— this is not a party political problem. It's a political culture problem. Structural problem. And whether that remains the case and whether we're not prepared to hold them accountable for it. I mean, all of them. There's no point saying, we'll just keep revolving door going. Throw out Labor Party, get the Libs in. Throw them out, get the Labor back. It's like, well, unless the change actually creates the change you're looking for, the improvement you're looking for, then it's just kind of, it's, you know, Christian to the lions thing. It's like, you know, you can do it and you can say, yeah, we told him. It's like, no, the new him is as bad as the old him. We'll tell him then. Okay, let's tell him. You know, it's that rotation. Labor Party are still up here.
Jason Moser · Motley Fool Money · Private credit’s moment of truth. October 2, 2026 · 2026-10-02The October 2025 speculative assets boom does not get talked about that much, but it's fun. It's a good chart. Like if you just pull up Bitcoin and Palantir, how close their peaks were together around October, they both recently sort of hit a low in June. I'm sorry, I saw it was 6/3. I had to like count up. But I love like actually I love the framing of speed because it seems very relevant to even how I introduce this. And one of the things that like the AI singularity type people talk about— Kurzweil talked about it, etc.— is this notion of like, okay, if you measure time by how long it takes for the world, the, the Earth to revolve around the sun, that's like stable. If you measure time by how long does it take for there to be a headline-worthy event, which is a different, legitimately different way to measure time.
Joe Weisenthal · Odd Lots · Everything in Markets Is Now Moving Incredibly Fast · 2026-10-01But the bond market is an essential part of all of it. It's marked by war, peace, market manias of all different kinds, et cetera. Even though bonds are boring. There are a lot of parallels to today's bond market in history. Now, it's important to understand this because bonds are really the hidden wiring of the global economy. The bond market is not just bigger than the stock market, it's way bigger than even the banking system. So the entire financial system really revolves around the bond market. That's what Treasury is, right? The biggest asset class in the bond market. So bonds have shaped the world we live in today. And you have to appreciate that. And you have to look at kind of what has happened in the past, what delusional manias and disasters have they caused? Because once again, history does repeat itself.
Justin Klein · InvestTalk · Trump-Xi Summit: The Investment Playbook After the US-China Détente · 2026-09-30From 2023 to 2025, their revenue rose a 19% compound annual growth rate. And in the first half of this year, Reformation's sales growth has accelerated to 27%. When the company reported its formal second quarter results earlier this month, revenue was up 24% and management noted that this was their 21st consecutive another quarter of double-digit revenue growth. I see you probably asking, well, great growth, but are they making any money? Reformation's had solid gross margins in the mid-60% range. In the latest quarter, they came in at 66.7%. These numbers have been a bit noisy thanks to the Trump tariffs, the Supreme Court's tariff refunds, but now most of that seems settled. For comparison, Ralph Lauren, which I consider to be the gold standard, has gross margins around 70%. Levi Strauss is now in the low 60s, Gap's in the low 50s. If you want a newer age fashion play, Revolve, we used to have them on, also in the low 50s. That makes Reformation pretty darn profitable by comparison.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30Reformation has an enterprise multiple of 10 based on this year's estimates. Trying to get some apples to apples going here. That's a couple turns lower than Ralph Lauren, which makes sense, but it's already much higher than Levi's with an enterprise multiple of 7 or Gap with an enterprise multiple of 4. Does Reformation deserve that premium? Well, it has a much better growth rate than, than Levi's or Gap, but it doesn't have that kind of proven long-term track record. Maybe Revolve Group, the online premium fashion retailer I mentioned, is the best comparison. Another new one with decent growth. Revolve has an enterprise multiple of 13. Reformation is a good bit less expensive. So while I wouldn't say the stock is super cheap, it's definitely not overvalued at these levels. Now, in a vacuum, I might be pounding the table on this one, but nature abhors a vacuum. In reality, Reformation's a fashion play, and we know this can be a very difficult category, especially when the economy is experiencing turbulence.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30We've seen various up-and-coming fashion brands come public in recent years, from Revolve to Stitch Fix to Rent the Runway, and they've all eventually fizzled. This is a very tough category. Fashion is an area where trends can change on a dime and something that's hot can cool off overnight. And that's why a story like Ralph Lauren, which is a sustained success, has such special appeal for me, and it should for you. Other more fashion-dependent stories like American Eagle and Abercrombie& Fitch, they can be real heartstoppers. But with that caveat out of the way, I honestly don't want any problem— I have no problem, no problem— anyone wants to make an investment in Reformation as long as you respect it as a speculative position, because I think that That's exactly what it is, a tiny women's apparel company that's currently doing pretty well but could easily get derailed. The bottom line, I think Reformation is an intriguing story with impressive growth and very healthy margins for the apparel business. Came, came public at a tough moment.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30Everything is phenomenal. Everything ultimately is consciousness. And this material universe in which we exist ultimately is a manifestation of something mental. So this is known as idealism, right? The belief that most of Western mind-body metaphysics revolves around these two poles, the physical and the mental. And, you know, since the Greeks, most people say, well, the only pole that really exists, it's the physical, and everything else has to somehow emerge out of that in ways we don't understand. Or some people say, no, it's both. So that's your classical dualism. Most people are probably in this country, probably dualist, right? There's clearly the brain and matter and all of that, but then there is my soul, you know, and that's separate. And then, of course, And then there are idealists. Well, then there are also panpsychists like Geoff, you interviewed. And then there are also idealists like Arthur Schopenhauer, probably the best-known early 19th-century German philosopher.
Christof Koch · Eye On A.I. · Why Current AI Cannot Be Conscious | Dr. Christof Koch · 2026-09-30