#15
September 15 · 24 min
IA
Icons and Ideas with Peter Mallouk
Peter Mallouk
Hosted by Peter Mallouk, this series features candid conversations with the world’s leading entrepreneurs, founders, changemakers and leaders. Each episode goes beyond headlines to reveal the choices, risks and habits that drive long-term success. From entrepreneurship and leadership to innovation and everyday money decisions, Peter and his guests unpack the stories and forces shaping how people build, lead and live well.
- 15 episodes
- monthly
- Avg 49 min
- English
- IA
#14September 1 · 48 minVanguard CEO Salim Ramji: The Future of Investing, AI and Private Markets
What does the future of investing look like as artificial intelligence, private markets and speculation reshape finance? Vanguard CEO Salim Ramji joins Creative Planning President and CEO Peter Mallouk on Icons and Ideas to discuss the principles that have made Vanguard one of the most influential investment firms in the world and how those principles are evolving for the next generation of investors.
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#13August 18 · 53 minMorgan Housel: “The Psychology of Money,” Wealth and What Actually Makes You Rich
What does it actually mean to be wealthy? Bestselling author Morgan Housel joins Peter Mallouk to explore why building wealth has less to do with intelligence and more to do with behavior, independence and understanding what money is really for. Morgan shares the thinking behind “The Psychology of Money,” why every U.S. publisher initially rejected the book, and the stories that shaped his approach to money and investing. He explains why financial success is often driven by behavior rather than
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#12August 4 · 55 minCarlyle CEO Harvey Schwartz| Leadership and the Future of Private Markets
What does great leadership look like in today's rapidly changing world? Harvey Schwartz believes it begins with opportunity, resilience, continuous learning and investing in people. On Icons and Ideas, Peter Mallouk sits down with Harvey Schwartz, CEO of Carlyle, to discuss leadership, private markets, investing, artificial intelligence and the mindset needed to succeed in uncertain times. Harvey shares his journey from a challenging childhood to leading one of the world's largest investment fi
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#11June 2 · 1 hr 9 minInside the Frame: Platon on What the World's Most Powerful People Reveal When the Camera Clicks
What do world leaders, celebrities, activists and ordinary people reveal when they think no one is watching? Legendary photographer Platon joins Peter Mallouk for a remarkable conversation about trust, vulnerability, leadership and the human stories behind some of the most iconic portraits ever captured. Having photographed presidents, prime ministers, Nobel Peace Prize winners, business leaders, artists and activists around the world, Platon explains how authentic human connection allows him to reveal the real person behind power. From photographing Donald Trump, Vladimir Putin, Bill Clinton, Barack Obama and Jimmy Carter to documenting human rights defenders in conflict zones, Platon shares extraordinary stories that redefine leadership, courage, curiosity and empathy. More than a conversation about photography, this episode explores why curiosity matters, how vulnerability creates trust and what business leaders can learn about bringing people together in an increasingly divided world. Whether you're a leader, entrepreneur, creative professional, photographer, or simply fascinated by human behavior, this episode offers timeless lessons on communication, influence and authentic connection. What You'll Learn in This Episode: ✅ How Platon's Greek village childhood and dyslexia shaped his fearless approach to people ✅ What Clinton, Obama, Bush, Trump and Putin are really like behind closed doors ✅ The technique Platon uses to disarm even the most powerful people in the world ✅ Why business leaders, not politicians, are the real champions of our time This episode includes a paid advertisement purchased by a sponsor for placement on a Creative Planning podcast. The advertisement does not constitute or imply an endorsement, recommendation or affiliation between the sponsor and Creative Planning Timestamps (00:00) Platon on growing up between London and a Greek village (02:20) Dyslexia, running away from school and the corridor of no man's land (05:30) Art school, contour drawing and discovering photography (10:10) How a camera changes the dynamic in any room (14:40) JFK Jr., George Magazine and the deal that launched a career (19:48) Photographing President Clinton — and the moment that divided a nation (28:34) Politics as the new religion and the crisis of polarization (31:36) Why business leaders are the champions of our time (33:39) Dustin Hoffman, 200 white roses and people power (39:37) Photographing Putin — intimidation, the Beatles and a subliminal message (45:20) Egypt, the Arab Spring and building a studio in Tahrir Square (49:27) The Little Rock Nine and the photograph that hangs in the Smithsonian (52:47) Clinton, Obama, Bush, Carter and Trump — the presidents compared (1:02:20) The very first shoot: Anthony Hopkins, a panic attack and the lesson that changed everything Key Takeaways 💎 True human connection requires going first — with honesty, openness and courage — regardless of who’s in the room. 💎 Power is a social construct, and the ability to see through it is what allows Platon to capture truth on film. 💎 Vulnerability isn’t weakness — it’s the only currency that creates real trust between people. 💎 Business leaders, not politicians, are the force most capable of pulling a polarized society back together. About the Guest Platon is one of the world's most celebrated portrait photographers, known for his iconic images of presidents, world leaders, activists and cultural figures. Born in London and raised between England and a small Greek village, Platon studied at Central Saint Martins before being discovered by John F. Kennedy Jr. for George Magazine. His work has appeared on the covers of TIME, The New Yorker, Esquire and Rolling Stone. His portrait of Putin is classified as extremist material in Russia — and sits on Putin's desk. He’s a passionate advocate for human rights, authentic connection and the power of curiosity over judgment. Connect With Platon Instagram: @platonphoto Website: platonphoto.com RESOURCES Follow Peter on his social media accounts: X | LinkedIn | Instagram | Facebook Follow Creative Planning’s social media accounts: X | LinkedIn | Instagram | Facebook Browse through all our episodes here. Like the Icons and Ideas podcast? Check out Peter’s other podcasts! Signal or Noise Down the Middle
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#10May 19 · 1 hr 2 minInside Global Power: Secretary Condoleezza Rice on Leadership and the New World Order
Former U.S. Secretary of State Condoleezza Rice joins Peter Mallouk to discuss leadership, global politics, China, Russia, NATO, 9/11, artificial intelligence and the future of world power. On this episode of Icons and Ideas, Condoleezza Rice, the 66th U.S. Secretary of State and current Tad and Dianne Taube Director of the Hoover Institution at Stanford University, shares how growing up during the Civil Rights Movement shaped her leadership philosophy and reflects on the high-pressure decision
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#9April 9 · 39 minFranklin Templeton CEO Jenny Johnson | The Rise of AI, Private Market Access and Building Winning Teams
How are artificial intelligence, private markets and private credit changing the future of investing? They’re transforming how investors build wealth, diversify portfolios and access new opportunities beyond traditional public markets. Franklin Templeton CEO Jenny Johnson joins Peter Mallouk to explain how AI is reshaping financial services, why private equity and private credit are becoming essential portfolio tools, and what investors need to know about the future of wealth management. Jenny
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#8March 10 · 28 minSchwab CEO Rick Wurster | Crypto, AI and the Shifts Impacting How We Invest
How will AI, cryptocurrency and the next generation of investors reshape the future of finance? Charles Schwab CEO Rick Wurster joins Peter Mallouk to discuss the biggest trends transforming investing, wealth management and financial services. Rick shares why convenience has become one of the most powerful forces in investing, how younger investors are changing the industry, how Charles Schwab is approaching Bitcoin, Ethereum, stablecoins and blockchain technology, and why AI will enhance financial advisors instead of replacing them. He also explains digital assets, the future of prediction markets and the innovations Schwab is making to help millions of investors build better financial futures. Whether you are an investor, a financial advisor, an entrepreneur or simply curious about where money and technology are heading, this conversation offers practical insights from the CEO of one of the world's largest financial services firms. What You'll Learn in This Episode ✅ Why AI will transform investing and financial advice without replacing human advisors ✅ Charles Schwab's strategy for Bitcoin, Ethereum, stablecoins and digital assets ✅ How Gen Z investors are changing investing, wealth management and financial markets ✅ Why convenience, innovation and client-first thinking are shaping the future of financial services Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life. Timestamps (00:00) Crypto, AI, and the shifts impacting how we invest (00:44) Leading Schwab and putting clients first (02:21) Four trends reshaping investing (05:34) Prediction markets explained (08:22) Bitcoin, Ethereum, and Schwab’s crypto strategy (11:30) Why Schwab raised advisor referral minimums (15:33) How Charles Schwab became an industry leader (18:04) Blockchain, stablecoins, and the future of money (19:36) Why Gen Z is changing investing (22:00) AI, financial advisors, and the future of wealth management (25:57) What’s next for Charles Schwab Key Takeaways 🔹 AI will make financial advice more efficient, but trust, relationships and human judgment will remain essential. 🔹 Digital assets are becoming an important part of the investing landscape, even as their long-term future remains uncertain. 🔹 Younger investors are entering the markets earlier than ever, driving innovation across financial services. 🔹 Firms that simplify investing while putting clients first will continue to lead the future of wealth management. About Rick Wurster Rick Wurster is the President and Chief Executive Officer of Charles Schwab, one of the world's largest financial services firms, serving more than 30 million client accounts. Since becoming CEO, he has focused on expanding innovation, improving the client experience, embracing artificial intelligence and preparing Schwab for the future of digital assets, wealth management and financial advice. Before becoming CEO, Rick held numerous leadership roles across Schwab's investment, trading and wealth management businesses. Website: https://www.aboutschwab.com/ LinkedIn: https://www.linkedin.com/in/rickwurster/ RESOURCES Follow Peter on his social media accounts: X | LinkedIn | Instagram | Facebook Follow Creative Planning’s social media accounts: X | LinkedIn | Instagram | Facebook Browse through all our episodes here. Like the Icons and Ideas podcast? Check out Peter’s other podcasts! Signal or Noise Down the Middle
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#7February 24 · 44 minVista Equity Partners Founder Robert F. Smith | AI, Investing and the Biggest Tech Shift Since the Internet
How will artificial intelligence reshape investing, software, careers and the global economy? Vista Equity Partners Founder Robert F. Smith joins Peter Mallouk for a masterclass on AI, enterprise software, private equity and the future of business. As one of the world's leading technology investors, Robert explains why AI is creating the biggest transformation since the internet, how enterprise software companies will evolve, what investors are getting wrong about AI and the skills professiona
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#6January 23 · 1 hr 12 minTony Robbins | Success, Money, AI and the Mindset That Changes Everything
What separates extraordinary people from everyone else? Tony Robbins joins Peter Mallouk for a powerful conversation about mindset, emotional mastery, wealth, philanthropy, leadership, investing, AI and creating a life of lasting impact. Tony shares the life-changing experiences that shaped his mission, why emotions drive every decision we make, the beliefs that hold people back, and the strategies used by world-class investors and entrepreneurs. From building businesses and giving back to nav
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#5Dec 18, 2025 · 55 minShawn Achor | Why Happiness Comes Before Success: The Science of a Better Life
Can happiness actually make you more successful? Bestselling author and happiness researcher Shawn Achor joins Peter Mallouk to reveal why happiness isn't the result of success but rather one of its greatest drivers. Backed by decades of research, Shawn explains how gratitude, meaningful relationships, purpose and simple daily habits can improve your mental health, increase resilience, strengthen leadership and even help you live longer. From overcoming depression and burnout to building stronger relationships, finding purpose and creating lasting happiness, this conversation offers practical strategies anyone can apply immediately to improve both life and work. What You'll Learn in This Episode ✅ Why happiness fuels success instead of following it ✅ The daily habits that improve mental health, resilience and well-being ✅ How gratitude, purpose and meaningful relationships transform your life ✅ Practical ways to overcome burnout, loneliness, anxiety and negative thinking Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life. Timestamps (00:00) Happiness, success, and what really matters (02:22) Faith, purpose, and the science of happiness (10:29) The #1 predictor of happiness and success (22:00) Why gratitude changes your brain (29:44) Shawn’s journey through depression (33:36) The daily habits that build lasting happiness (37:59) The biggest myths about success and happiness (48:45) Why anxiety, loneliness, and depression are rising (53:34) Can society become happier? Key Takeaways 🔹 Strong social connections are the single greatest predictor of long-term happiness and well-being. 🔹 Gratitude is a daily practice that reshapes how your brain experiences the world. 🔹 Happiness improves performance, decision-making, leadership, health and resilience. 🔹 Small, consistent habits repeated over time create meaningful and lasting positive change. About Shawn Achor Shawn Achor is a bestselling author, a speaker and one of the world's leading researchers on positive psychology and happiness. His work has been featured globally for demonstrating how optimism, gratitude, purpose and social connection improve performance, leadership, mental health and long-term success. Through decades of research, Shawn has helped organizations, schools, healthcare systems and business leaders build happier and more resilient lives. Website: https://www.shawnachor.com/ LinkedIn: https://www.linkedin.com/in/shawnachor/ RESOURCES Follow Peter on his social media accounts: X | LinkedIn | Instagram | Facebook Follow Creative Planning’s social media accounts: X | LinkedIn | Instagram | Facebook Browse through all our episodes here: Like the Icons and Ideas podcast? Check out Peter’s other podcasts! Signal or Noise Down the Middle
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#4Nov 25, 2025 · 42 minJeremy Siegel | Inflation, Tariffs and America’s Future: The Investing Lessons Every Investor Needs to Hear
What does the future hold for stocks, inflation, interest rates and the U.S. economy? Legendary economist Jeremy Siegel, author of “Stocks for the Long Run,” joins Peter Mallouk to explain why long-term investing continues to outperform, what today's investors misunderstand about inflation and why cybersecurity may be a bigger threat than government debt. From the lasting impact of COVID-era stimulus and rising deficits to AI, tariffs, Bitcoin, private markets and America's economic future, this conversation delivers timeless investing principles backed by decades of research. Whether you are a new investor, a financial professional or a business owner or simply trying to build long-term wealth. This episode offers practical insights to help you think beyond today's headlines and invest with confidence. What You'll Learn in This Episode ✅ Why stocks remain the best long-term investment despite short-term volatility ✅ How inflation, interest rates and government spending impact your portfolio ✅ Jeremy Siegel's outlook on AI, Bitcoin, tariffs, private markets and the U.S. economy ✅ Why cybersecurity may be the biggest financial risk facing America Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life. Timestamps 00:00 Inflation, tariffs and America's future 02:09 Why “Stocks for the Long Run” became an investing classic 06:21 Inflation, bonds and lessons from COVID 15:39 Government debt and the bond market outlook 21:10 The biggest threats to America's economy 27:11 Tariffs, trade and Trump's economic policies 35:00 Bitcoin, banking and the future of money 39:22 Private markets, innovation and America's future Key Takeaways 🔹 Long-term investors benefit from owning productive businesses instead of trying to predict short-term market movements. 🔹 Inflation creates challenges for bonds, but quality businesses have historically provided better long-term protection. 🔹 AI has the potential to improve productivity and strengthen economic growth over time. 🔹 Innovation, entrepreneurship and free markets remain some of America's greatest long-term competitive advantages. About Jeremy Siegel Jeremy Siegel is one of the world's leading economists and investment experts. A longtime professor at the Wharton School, he taught for nearly five decades and has educated thousands of investors and finance professionals. He is the bestselling author of “Stocks for the Long Run,” widely considered one of the most influential investing books ever written. Throughout his career, Siegel has become a trusted voice on stock markets, inflation, interest rates, monetary policy and long-term investing. RESOURCES Follow Peter on his social media accounts: X | LinkedIn | Instagram | Facebook Follow Creative Planning’s social media accounts: X | LinkedIn | Instagram | Facebook
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#3Nov 7, 2025 · 55 minGeneral David Petraeus | Finding Strategy in an Unstable World
How do you navigate a world shaped by war, geopolitical tension and rapid technological change? General David Petraeus shares his perspective on the biggest global challenges facing leaders, investors and governments today, from Ukraine and the Middle East to China, artificial intelligence and the future of American leadership.
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#2Sep 22, 2025 · 46 minMarc Rowan | Private Credit, Wealth Creation and the Future of Investing
What is private credit, and why are the world's largest investors moving billions into it? Apollo CEO Marc Rowan joins Peter Mallouk for an in-depth conversation on one of the fastest-growing areas in investing. From private credit and private markets to portfolio diversification and long-term wealth creation, Marc explains why the investment landscape is changing and what it means for individual investors.
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#1Aug 30, 2025 · 43 minLarry Fink | The Investing Mindset That Built the World's Largest Asset Manager
Larry Fink sits down with Peter Mallouk at BlackRock’s Hudson Yards headquarters to recount his path from Southern California to Wall Street and how a $100M loss shaped BlackRock’s risk-first culture. He reflects on the mindset that separates owners from lenders, why optimism outperforms over time and how America’s “messiness” fuels innovation. The conversation weaves from deficits and private capital to crypto, AI and the enduring premium of human connection — all before turning to Fink’s legac