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.
The indexers have to buy 25% of the entire market capitalization, or at least the entire float of, um, SpaceX. And like a herd of elephants trying to get through a revolving door at the same time, these giant investors are going to want to rush in and buy at the closing price on the day the stock is added to the index so that they lock in the same price of addition to the index that the index itself has. And that way they have zero tracking error. So they've trained the world to think tracking error is a sign of incompetence. No, it's, it's a sign of a willingness to trade at different times than the index itself. But that herd of elephants is very disruptive.
Rob Arnott · Excess Returns · Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · 2026-10-21I think it's fascinating because The companies started selling their consumer or enterprise products to schools. And then Google comes along and says, "Actually, we need to build things specifically for schools." And they create this app called Classroom. Education was becoming more online. And the Chromebook and Gmail and Google Docs and all these other things like Classroom became the pivot around which education revolved.
Natasha Singer · On the Media · The Classroom/Technology Pipeline · 2026-10-21Relations between President Trump and Zelensky have soured since the U.S. announced a deal with Russian President Vladimir Putin this month for diesel supplies to American and global markets. Meanwhile, Secretary of State Marco Rubio says the U.S. must balance Ukraine's urgent requests for air defense missiles with similar demands it's receiving from other allies and with the needs of its own military. Rubio spoke to reporters in India today. Growing tensions between Kyiv and Washington have often revolved around President Zelensky's appeal for more deliveries of American missile interceptors to protect the country from Russia's intensifying strikes. Rubio says he spoke with Zelensky for some 45 minutes today. Sources tell Bloomberg UK Prime Minister Andy Burnham has asked the Royal Air Force to fly defensive missions to protect Saudi Arabia from Houthi attacks. The move comes in the wake of a series of damaging Houthi attacks on Saudi infrastructure and cities.
Karen Moscow · Bloomberg News Now · Zelenskyy Arrives in Norway for US Talks, Stocks Fall on AI Jitters, More · 2026-10-20It didn't— they— you've said that so many times, it's just— just give it a rest. Uh, there— that it was— my whole life doesn't revolve around whether you have a spoiler or not. Here's the only thing I'll say. Here's the only thing I'll say. If it was just a confirmation of her being the villain we all think of her being. I just don't think it would be selling out and getting 100 on Rotten Tomatoes and everything else. So my only point there is you have— you might have a new viewpoint, okay, on, on the entire situation. That, that's my only thing. But, but in general terms only, Andrew, it was You know, out of Telluride, it was a surprise. Everybody had to put their phone in one of these things where, like, where you're at a— when you buy something, you can't get that stupid thing off when you get it home. When they forget to get it home, you had to go in there.
Joe Kernan · Squawk Pod · Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26 · 2026-10-19Because the government is right now saying, well, you know, it's either the commander-in-chief power of the D.C. National Guard, and you can kind of do whatever you need to do underneath that, um, or the other provisions imply this kind of power. Um, and they say those other provisions within the D.C. Code, um, are not the authority themselves, but they imply it must exist. Um, there was a back and forth on like, do they really imply that, you know, uh, just because they say that, you the National Guard can do a number of things. The argument from the government was, well, they're disjointed clauses. It says, "Aid civil authority or suppress riots," in 49-404. And so those actually mean different things. And what makes this so interesting is because it all really revolves around the fact that there's not a lot of operational clauses in the D.C. law for what the National Guard can do. There's literally one provision, 49-103. That's the suppression of riots.
Lauren Voss · The Lawfare Podcast · Lawfare Daily: The Trials of the Trump Administration, October 16 · 2026-10-19That is sort of true. Apple has been saying like the phone is the thing the world revolves around. And I think they meant that much more literally than we realized.
David Pierce · The Vergecast · Apple's HomeView has an app problem · 2026-10-16You get better savings rates, fee waivers, and rewards from day one, so you spend less time worrying about money and more on what matters. Sign up for US Bank Smartly Checking and Savings today at usbank.com/smartly. Member FDIC. Copyright 2026. U.S. Bank. For half a century, David Rubenstein has been part of the Washington establishment. He started out as a lawyer on Capitol Hill, then he worked on domestic policy in the Carter White House. But what made him famous and very rich was the Carlyle Group. A private equity firm he co-founded in 1987 and where he is still co-chairman. Carlyle did not invent the Washington revolving door between government service and high-end finance, but it certainly capitalized on it. And Rubenstein thrived.
Stephen Dubner · Freakonomics Radio · 691. Is This What a “Good Billionaire” Looks Like? · 2026-10-16So, um, I think there are just very different worldviews in AI policy. This is not a surprise. We've tried to kind of describe two fundamental ways that we see, uh, people looking at AI policy. One is in this security mindset, kind of, you have, uh, the most important actors really being frontier AI companies that are developing really powerful AI systems that, um, are going to pose, uh, catastrophic risks or just kind of change the balance of power in the world in a significant and very discrete way, oftentimes outside of existing institutions. Um, whereas I think, um, there's another worldview that much of what is going to happen in AI and the most interesting things that are going to happen in AI, uh, more so revolve around kind of widespread adoption of AI. And kind of a co-evolutionary process, uh, with existing, um, uh, institutions.
Saif Khan · ChinaTalk · From Posting to Policy: Saif Khan on DUV and the AI Balance · 2026-10-15Yeah, I think that's a wonderful question. And I had the exact same assumption as you did when I first saw this chart. It really surprised me just to say the least. But Aritzia has actually been quite resilient during some of the economic shocks that we've had in the near past. So when COVID hit, for instance, they drew down their entire $100 million revolver as insurance and had it fully repaid before the fiscal year was over. And then even during the lockdown, Ariza did a really good job of keeping its workers employed and moving them into their distribution centers to handle this amazing surge they had in their digital demand. Then in the summer of 2021, when they refinanced, they simply paid off their $75 million term loan in cash, and since then they haven't carried any debt since.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15Yeah, so there's a lot there, sort of inside baseball. The whole industry itself in construction revolves around this metric of dollars per square foot. Homes are underwritten that way, construction's measured that way, homes are appraised that way. So you kind of have to, even though we have our own internal metrics on like robotic performance, materials cost and things, that's really where it resolves. The automation in particular with 3D printing, you know, we're replacing the wall system of a home. We started with wall systems because wall systems historically are the slowest, most labor-intensive, materials-intensive, and expensive part of the home. Also, walls create like the form and feeling of a home. So it's just like a very powerful thing to automate. The average cost of delivering a wall system in America right now is approaching $40 a square foot. Our new Titan system that we'll be scaling up now delivers wall systems at about $20 a square foot. So about half the cost of construction for the most expensive part of construction.
Jason Ballard · TBPN · OpenAI Uncovers Spy Device, Apple x LG, Home Devices Tier List | Thomas Neckel, Kabir Jain, Danielle Axman, John Urschel, Nicolas Sharp, Jason Ballard, Erik Bernhardsson, Josh Tyrangiel, Aida Baradari · 2026-10-14And so my job revolves around trying to make sure we can connect those to patient outcomes. And then finally, in, in, for this conversation, uh, the, uh, identification of time-sensitive diseases ranging anywhere from opioid use disorder to our topic today, sepsis.
Dr. Chris Thomas · Becker’s Healthcare Podcast · Dr. Chris Thomas, Vice President and Chief Quality Officer at FMOL Health · 2026-10-13Yeah, I mean, so I think I'd probably maybe just start with physically. I'm an early riser. I always have been. It is unusual for me not to be up and about at 5 o'clock in the morning. And I take that time to work out. I can find there's a space in my house where I can do that. It's my time to focus. There are mornings I get to watch the sunrise. I get to kind of reset and then kind of think through what that day is going to look like. I think we talked a little bit mentally about me doing French, right? So I try to find my hobbies that I like and find that time outside of healthcare. So whether it's photography, which I love, or puttering around in my garden, I really try to make that that time available. And then, and then emotionally, we're very lucky. We have, um, 5 children, uh, adult, young adults. 4 of them live in New Hampshire, and our house on the weekends is like a revolving door.
Lauren Worth · Becker’s Healthcare Podcast · Lauren G. Wirth on Leadership, Relationships and Taking Risks · 2026-10-12At the time, I'm not going to say it was easy. I was literally in 2021, I was holding, you know, 80 to 90% cash just saying, listen, I'm not going to give this government my money and lend it to them for 10 years at 50 basis points. All you need is for rates to go to 1%. You're sitting on a huge loss. I'd rather get nothing, like just a few basis points on my cash than to buy longer-term treasuries just to be fashionable and look like the index when I know I'm going to lose money there. Why would I knowingly buy something that I know with almost Complete certainty is going to lose money. That's the problem with fixed income. That's the problem with active management in fixed income in general. It traditionally revolves around getting along a benchmark like the Barclays Aggregate Index and maybe overweighting corporates, sprinkling in some high yield, overweighting agencies, anything with a spread, right? But when those spreads are really tight, it doesn't really make a difference. Like right now, whether you own investment-grade corporates or whether you own treasuries of the same duration, you're going to lose just about as much in either one because there's no spread. Right? Spreads are near all-time tights.
Bill Egan · Animal Spirits Podcast · Talk Your Book: Will AI Debt Cause a Recession? · 2026-10-12Yeah. It was interesting because I was with this other group of PhD candidates, and I'd say, "Oh, I see that." "Negative Land is coming to town. Does anyone want to go see a show?" And they'd tell me, "No, I think that the new edition of Microbiology Today arrives in the mail today, so I can't go anywhere." And that was sort of when I realized that in a competitive field like that, you could have no outside interests, and I was doomed. And when we would call each other every night and see each other almost every weekend, a huge part of our conversation revolved around, "We've made a terrible mistake. What are we gonna do?" And we would fantasize about opening a small bookshop or running away to be tour guides in Costa Rica or millions, millions of ideas.
Karrie League · How I Built This with Guy Raz · Alamo Drafthouse Cinema: Tim and Karrie League (2023) · 2026-10-12So larger healthcare organizations therefore have an economic incentive to recruit younger doctors coming directly out of residency who can generally be employed at a lower compensation level. Now, that's not to say that there's anything inherently wrong with hiring young doctors. You know, I was one of those ones, um, and I've hired them. But the concern is when that becomes a model of creating a revolving door where physicians spend a few years at a private equity-owned practice, they then leave, and they're replaced by another group of young doctors, which makes it much harder to create that type of long-term relationship between a physician and a practice and the community that traditionally defined a private practice. Um, you also see these pressures infiltrate elsewhere in the practice dynamic. Um, you see a lot of automating of front desk functions, a lot of outsourcing of administrative jobs.
Dr. Lee Kojanis · Becker’s Healthcare Podcast · Dr. Lee Kojanis of Premier Oral & Maxillofacial Surgery in New Jersey · 2026-10-11