Icons and Ideas with Peter Mallouk

What separates elite performers from everyone else when pressure is at its highest? Dr. Eric Potterat believes mental toughness comes from understanding what you can control, managing your thoughts and deliberately training the skills that help you perform through adversity.

Dr. Eric Potterat joins Creative Planning President and CEO Peter Mallouk on Icons and Ideas to explore the psychology behind peak performance, resilience and mental toughness. After serving 20 years in the U.S. Navy, including a decade working with Navy SEALs, Eric helped develop an assessment that could identify candidates unlikely to complete BUD/S training with 97...

How should the United States navigate a world shaped by conflict, geopolitical rivalry and shifting alliances? 70th U.S. Secretary of State and Former CIA Director Mike Pompeo joins Creative Planning President and CEO Peter Mallouk on Icons and Ideas to share his perspective on U.S. foreign policy, global security and American leadership.

Secretary Pompeo discusses Iran and the Middle East, the future of NATO, the Russia-Ukraine war and what he sees as the long-term challenge posed by China. He and Peter also explore Venezuela, U.S. alliances, the role of American economic power and when...

How should investors navigate market uncertainty without letting fear derail their long-term plans? Dimensional Fund Advisors Founder and Chairman David Booth, a New York Times bestselling author, joins Creative Planning President and CEO Peter Mallouk on Icons and Ideas to discuss the investing principles, academic research, and life lessons behind one of the world’s most influential investment firms.

David shares how studying under Nobel laureate Eugene Fama helped shape his belief in applying the science of investing rather than trying to outguess the market. He takes Peter inside the early days of Dimensional Fund Advisors, from te...

What if achieving everything you want still doesn’t give you the life you’re looking for? "Inner Excellence" author and former professional baseball player Jim Murphy joins Creative Planning President and CEO Peter Mallouk on Icons and Ideas to explore why achievement, confidence, money and status alone don’t create fulfillment and what it really takes to perform at your best under pressure.

Jim shares the remarkable journey that took him from professional baseball and the Chicago Cubs organization to giving away most of what he owned and moving to the Arizona desert in search of a grea...

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. 

Salim also shares why Vanguard is acquiring Altruist and how the move could expand access to high-quality financial advice while empowering more independent advisors to serve more families.

Salim shares how Vanguard i...

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 knowledge, why getting rich and staying rich require different skills, and why some of the best fina...

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 firms. He reflects on the mentors and opportunities that shaped his career, lessons from Goldman Sachs and why culture, trust and disciplined decision-making drive long-term...

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...

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 decisions made during 9/11, Iraq, Afghanistan and the evolving Russia-Ukraine conflict. The conversation also explores globalization, China’s rise, artificial intelligence, democracy and th...

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 shares her journey from the Franklin Templeton mail room to leading one of the world's largest asset managers, overseeing $1.7 trillion in assets. She explains how AI, bl...

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 o...

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 professionals need to thrive in a rapidly changing economy. 

Whether you are an investor, an entrepreneur, a business leader or simply trying to un...

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 navigating artificial intelligence and preparing for the future, this episode is packed with practical wisdom for anyone looking to create more success, fulfillment and purpose. 

Wh...

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 Yo...

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 busi...

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. 

In this conversation with Peter Mallouk, General Petraeus draws on decades of military, intelligence and global leadership experience to explain how today's geopolitical landscape differs from any point since the Cold War. He discusses the wars in Ukraine and Gaza, China's growing influence, the evolution of modern warfare through d...

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. 

Marc shares why higher interest rates have made private credit more attractive, how private markets are evolving alongside public markets and why diversification, origination and disciplined investing matter more than ever. He also di...

What can losing $100 million teach you about building the world's largest asset manager? Larry Fink shares the investing mindset, leadership lessons and risk management principles that transformed one of Wall Street's biggest setbacks into the foundation of BlackRock. 

In this conversation with Peter Mallouk, Larry reflects on his journey from The First Boston Corporation to co-founding BlackRock, explaining why understanding risk is more important than chasing returns. He discusses the power of long-term investing, why owning real assets builds wealth and how entrepreneurs can turn failure into opportunity. 

What You'll Learn 

✅ How a $100 milli...