Icons and Ideas with 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.
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Schwab CEO Rick Wurster: Crypto, AI and the Shifts Impacting How We Invest
<p>What’s really changing in investing — and what’s just hype? Peter Mallouk sits down with Charles Schwab CEO Rick Wurster to talk through the trends that matter most right now: the rise of convenience as a competitive advantage, what prediction markets actually tell us (and what they don’t), Schwab’s evolving view on digital assets, and whether AI will make financial advice faster and more personal or just harder to trust. They also dig into why the human side of planning still wins when the stakes are high and the decisions are emotional. It’s a candid look at how...
Robert Smith: AI, Enterprise Software and the Future of Investing
<p>Join Creative Planning President and CEO Peter Mallouk and Vista Equity Partners Founder, Chairman and CEO Robert Smith for a conversation on AI in enterprise software and what it means for investors. They explore how AI agents are reshaping SaaS business models, why mission-critical systems must be highly accurate and how enterprise AI is shifting value from seat-based pricing to measurable outcomes. They also discuss durable value creation, market volatility and how long-term investors can stay focused when headlines move faster than fundamentals.</p> <p>(00:00) Introduction<br> (01:24) How early exposure to tech shaped Robert’s edge<br> (02:44) Lessons from Wa...
Tony Robbins: Unshakeable Impact, Transforming Lives and Building Legacies
<p>Join Peter Mallouk and Tony Robbins for powerful strategies on emotional mastery, wealth building, and future-proofing your career. Discover why your emotional state controls your story, how to recognize and create patterns that drive success, and what questions to ask yourself that will transform your quality of life — no matter what's happening in the world around you.</p><p>(00:03) Tony Robbins: why his work resonates and how it can impact your life</p><p>(02:06) What “holistic” wealth planning means</p><p>(03:25) Tony’s origin story: instability, family stress and learning emotional control</p><p>(04:28) Emotional fitness, the need for challeng...
Shawn Achor: Happiness, Success and What Really Matters
<p>In this episode, Peter Mallouk sits down with Shawn Achor to explore what truly makes a happier, more meaningful life. They discuss why pursuing happiness isn’t selfish, how “happiness anxiety” holds many people back and why social connection is the strongest predictor of long-term well-being. They also touch on how money and success fit into a happy life. Through research, stories and practical habits, Shawn and Peter share ways to build more joy, gratitude and meaning in everyday life.</p><p>(00:04) Introduction</p><p>(00:20) From Divinity school to happiness research</p><p>(06:07) How happiness anxiety robs us and others...
Jeremy Siegel: Stocks, Inflation and America’s future
<p>Peter sits down with economist, author and Wharton School professor Jeremy Siegel for a candid conversation on the economic forces impacting Americans today. Siegel’s rigorous research and data-driven insights have long been influential in shaping investment strategies, explaining market behavior and understanding the impact of inflation on investment returns. When Siegel talks, investors pay attention.</p><p>00:00 Introduction</p><p>04:02 Why Jeremy argues stocks are the most stable asset class in the long term</p><p>07:40 What bonds can be good hedges against</p><p>09:16 The market, COVID-19 and the government’s response</p><p>15:00 Why more than one...
Finding strategy in an unstable world: Lessons from General David Petraeus, Partner, Chairman of the KKR Global Institute and Chairman of KKR Middle East.
Retired four-star General David Petraeus, Partner, Chairman of the KKR Global Institute and Chairman of KKR Middle East, joins Peter Mallouk for a powerful conversation on today’s shifting global landscape. From the war in Ukraine to the rise of AI-driven warfare, Petraeus offers rare insight into where power is moving — and why it matters for investors. Together, they unpack how leadership, strategy and adaptability are redefining global stability and opportunity.
Marc Rowan: The Future of Private Credit
Apollo CEO Marc Rowan sits down with Peter Mallouk to discuss private credit's rise, market convergence and leading a global investment giant. Their conversation goes beyond finance, revealing the personal passions and perspectives that shape Marc’s approach to building one of the world’s largest private investment firms. At Creative Planning, we believe in looking at the full picture. That’s why these discussions — spanning the markets, leadership and life — matter.
Larry Fink: From $100m loss to building BlackRock
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 legacy and vision for a firm built to last.
