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    Business

    Icons and Ideas with Peter Mallouk

    What separates world-class leaders, entrepreneurs, investors and changemakers from everyone else? Icons and Ideas with Peter Mallouk is a leadership, business, entrepreneurship and investing podcast that uncovers the decisions, risks, failures, habits and mindset shifts behind long-term success.
    Hosted by Peter Mallouk, a New York Times bestselling author and the President and CEO of Creative Planning, the show features candid conversations with influential founders, CEOs, investors, athletes, policymakers, innovators, authors and cultural icons.

    Each episode goes beyond headlines to uncover how extraordinary people build companies, create wealth, lead through uncertainty, overcome setbacks and make a meaningful impact. Drawing on his experience as an entrepreneur, a financial advisor, an investor and a business leader, Peter asks thoughtful questions about the pivotal moments that shaped each guest’s work, leadership and life.

    What do successful leaders do differently? Peter and his guests explore entrepreneurship, business growth, leadership, decision-making, investing, wealth management, innovation, artificial intelligence, economic trends, resilience and high performance. They examine how leaders recognize opportunities, evaluate risk, build strong teams, communicate through change and make difficult decisions when the path forward is unclear.

    Listeners will hear fresh perspectives on investing psychology, financial markets, private capital, wealth creation, technology, company culture, global affairs and the future of leadership. Beyond professional achievement, the podcast explores purpose, discipline, relationships, personal growth, fulfillment and what it means to build a successful life beyond money.

    Each conversation delivers practical lessons for navigating uncertainty, responding when plans fail, developing better judgment, staying resilient under pressure and adapting to a changing world. Guests share the principles, habits, mentors, mistakes and turning points that helped them lead organizations, transform industries, manage capital, create enduring brands and perform at the highest levels.

    Icons and Ideas is for entrepreneurs, investors, business owners, executives, professionals, emerging leaders and curious people who want to better understand business, money, innovation, leadership and personal development. Whether you’re building a company, growing your career, managing your finances, leading a team, or reconsidering your definition of success, these conversations offer ideas you can apply to your own decisions and goals.

    Listen to Icons and Ideas with Peter Mallouk for timeless wisdom, fresh perspectives and practical insights from people shaping the future of business, investing, leadership and culture.

    About the Host:
    Peter Mallouk is the President and CEO of Creative Planning, a financial advisor, an entrepreneur, a lawyer and a New York Times bestselling author. Since 2004, he has led Creative Planning in providing comprehensive wealth management services to individuals, families and businesses across the United States and abroad.

    Recognized as a leading voice in wealth management, investing and financial planning, Peter brings decades of experience to his conversations with some of the world’s most accomplished leaders and thinkers. Through Icons and Ideas, he explores the pivotal decisions, lessons, failures and experiences that shape extraordinary careers and meaningful lives.

    Connect with Peter Mallouk
    Website: Peter Mallouk – President and CEO – Creative Planning
    X (Twitter): @PeterMallouk
    LinkedIn: Peter Mallouk on LinkedIn
    Instagram: @peter_mallouk
    Facebook: Official Peter Mallouk
    Follow Creative Planning
    X (Twitter): @CPIWealth
    LinkedIn: Creative Planning on LinkedIn
    Instagram: @creativeplanning_llc
    Facebook: Creative Planning Facebook Page

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    Latest Episodes:
    Vista Equity Partners Founder Robert F. Smith | AI, Investing and the Biggest Tech Shift Since the Internet Feb 24, 2026
    Show notes

    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 understand what's next, this episode delivers practical insights into where technology, capital and innovation are heading.

    What You'll Learn in This Episode

    ✅ Why AI is transforming enterprise software, investing and business faster than ever before

    ✅ How private equity firms evaluate technology companies in the age of artificial intelligence

    ✅ The skills professionals need to stay valuable as AI changes the workforce

    ✅ Why innovation, discipline and continuous learning are essential for long-term success

    Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life.

    Timestamps

    • (00:00) Investing and the biggest tech shift since the internet
    • (01:26) From engineer to Founder of Vista Equity Partners
    • (06:08) The biggest AI trends shaping business today
    • (11:11) Why enterprise software isn't disappearing
    • (19:00) How AI will change jobs and careers
    • (24:56) Investing through technological disruption
    • (33:26) AI, market volatility and the future of investing
    • (39:23) The Morehouse College graduation gift that inspired millions
    • (42:22) Philanthropy, optimism and creating lasting impact

    Key Takeaways

    🔹 Enterprise software will evolve through AI rather than disappear, creating entirely new growth opportunities.

    🔹 Professionals who learn to work alongside AI will have a significant advantage over those who resist it.

    🔹 Successful investing requires adapting to technological change while maintaining disciplined, long-term thinking.

    🔹 Optimism, continuous learning and intentional action remain some of the greatest competitive advantages in any career.

    About Robert F. Smith

    Robert F. Smith is the Founder, Chairman and CEO of Vista Equity Partners, one of the world's leading private equity firms focused exclusively on enterprise software, data and technology-enabled businesses. Widely recognized as one of the most influential investors in technology, Smith has helped transform hundreds of software companies while becoming a leading voice on artificial intelligence, innovation, business transformation and philanthropy. He is also known for paying off the student debt of the graduating class at Morehouse College, inspiring millions around the world.

    Website: https://robertsmith.com/

    LinkedIn: https://www.linkedin.com/in/robertfredericksmith/

    YouTube: https://www.youtube.com/channel/UCAZjrIxOYbTgMVM1s7CjdEg

    Connect with Peter Mallouk

    Website: Peter Mallouk - President & CEO - Creative Planning

    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page

    Browse More Icons and Ideas Episodes

    • YouTube Playlist: Watch the Full Icons and Ideas Playlist
    • Official Website: Icons and Ideas Podcast

    Check Out Peter’s Other Podcasts

    • Signal or Noise: Watch Signal or Noise on YouTube
    • Down The Middle: Listen to Down The Middle on Spotify

    Tony Robbins | Success, Money, AI and the Mindset That Changes Everything Jan 23, 2026
    Show notes

    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.

    What You'll Learn in This Episode

    ✅ Why your beliefs, emotions and identity determine your success more than talent

    ✅ The investing principles Tony learned from Ray Dalio, Jack Bogle, Paul Tudor Jones and other financial legends

    ✅ How AI will reshape careers, business and the future of work

    ✅ The daily mindset shifts that create lasting happiness, wealth and fulfillment

    Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life.

    Timestamps

    • (00:00) Success, money, AI and the mindset that changes everything
    • (03:26) Childhood adversity and the beliefs that shaped Tony’s life
    • (12:19) The mindset that transforms success and happiness
    • (20:35) Why emotion drives every financial decision
    • (23:22) Lessons from the world's greatest investors
    • (44:28) AI, the future of work and staying relevant
    • (54:34) The questions that shape your life
    • (01:03:26) Stanford research on Tony's methods

    (01:10:03) The Time to Rise Summit and creating lasting change

    Key Takeaways

    🔹 Your identity and beliefs influence every decision more than your circumstances.

    🔹 Long-term wealth comes from smart asset allocation, disciplined investing and continuous learning.

    🔹 AI won't simply replace jobs. People who learn to use AI will outperform those who ignore it.

    🔹 Lasting fulfillment comes from contribution, gratitude, growth and creating value for others.

    About Tony Robbins

    Tony Robbins is a world-renowned entrepreneur, bestselling author, philanthropist, business strategist and peak performance expert. Over the past four decades, he has coached presidents, professional athletes, Fortune 500 executives, entrepreneurs, investors, entertainers and millions of people worldwide. Through his books, seminars and businesses, Tony has helped individuals improve their finances, health, relationships, leadership and personal growth while also providing billions of meals through his philanthropic initiatives.

    Website: https://www.tonyrobbins.com/

    Instagram: https://www.instagram.com/tonyrobbins/?hl=en

    Facebook: https://www.facebook.com/TonyRobbins/

    Connect with Peter Mallouk

    • Website: Peter Mallouk - President and CEO - Creative Planning
    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page



    Shawn Achor | Why Happiness Comes Before Success: The Science of a Better Life Dec 18, 2025
    Show notes

    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/

    Connect with Peter Mallouk

    Website: Peter Mallouk - President & CEO - Creative Planning

    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page

    Browse More Icons and Ideas Episodes

    • YouTube Playlist: Watch the Full Icons and Ideas Playlist
    • Official Website: Icons and Ideas Podcast

    Check Out Peter’s Other Podcasts

    • Signal or Noise: Watch Signal or Noise on YouTube
    • Down The Middle: Listen to Down The Middle on Spotify

    Jeremy Siegel | Inflation, Tariffs and America’s Future: The Investing Lessons Every Investor Needs to Hear Nov 25, 2025
    Show notes

    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.

    Connect with Peter Mallouk

    Website: Peter Mallouk - President & CEO - Creative Planning

    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page

    Browse More Icons and Ideas Episodes

    • YouTube Playlist: Watch the Full Icons and Ideas Playlist
    • Official Website: Icons and Ideas Podcast

    Check Out Peter’s Other Podcasts

    • Signal or Noise: Watch Signal or Noise on YouTube
    • Down The Middle: Listen to Down The Middle on Spotify

    General David Petraeus | Finding Strategy in an Unstable World Nov 07, 2025
    Show notes

    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 drones and AI, and why productivity and innovation remain America's greatest competitive advantages.

    What You'll Learn

    ✅ How geopolitical conflicts are reshaping global markets and investment decisions

    ✅ Why AI, drones and innovation are transforming the future of warfare and business

    ✅ General Petraeus's outlook on Ukraine, the Middle East, China and global stability

    ✅ Why productivity, leadership and American innovation remain critical to long-term economic growth

    Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life.

    Timestamps

    • (00:00) Strategy in an unstable world
    • (00:42) The new era of global geopolitics
    • (06:06) Ukraine’s future and Russia
    • (13:44) Drones and the future of warfare
    • (19:07) The Middle East and Israel
    • (30:49) From the CIA to Syria
    • (36:27) Why China matters most
    • (44:26) The biggest global risks
    • (47:38) AI, innovation, and productivity
    • (55:13) The case for never betting against America

    Key Takeaways

    🔹 Global investing increasingly requires understanding geopolitics alongside economics.

    🔹 Artificial intelligence and autonomous systems are reshaping warfare, productivity and global competitiveness.

    🔹 Long-term success depends on adapting to rapid geopolitical and technological change.

    🔹 America's greatest advantage continues to be innovation, entrepreneurship and its ability to attract exceptional talent.

    About the Guest

    General David Petraeus is a retired four-star U.S. Army General, former Director of the Central Intelligence Agency (CIA) and Partner at KKR, where he leads the firm's Global Institute. Throughout his distinguished military career, he commanded coalition forces during the Iraq Surge and in Afghanistan, helping shape modern counterinsurgency strategy and U.S. military doctrine.

    Today, General Petraeus advises global businesses, investors and policymakers on geopolitical risk, international security, economic trends and global investment strategy. His work at KKR focuses on helping companies and investors understand how geopolitical developments affect markets, supply chains and long-term investment opportunities.

    Recognized as one of the world's leading experts on national security and global affairs, General Petraeus frequently speaks on leadership, innovation, artificial intelligence, international relations and the evolving geopolitical landscape shaping the future of business and investing.

    LinkedIn: https://www.linkedin.com/in/davidpetraeus/

    Website: https://www.kkr.com/

    Connect with Peter Mallouk

    Website: Peter Mallouk - President & CEO - Creative Planning

    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page

    Browse More Icons and Ideas Episodes

    • YouTube Playlist: Watch the Full Icons and Ideas Playlist
    • Official Website: Icons and Ideas Podcast

    Check Out Peter’s Other Podcasts

    • Signal or Noise: Watch Signal or Noise on YouTube
    • Down The Middle: Listen to Down The Middle on Spotify



    Marc Rowan | Private Credit, Wealth Creation and the Future of Investing Sep 22, 2025
    Show notes

    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 discusses the future of retirement investing, the growing role of financial advisors and how technology is reshaping access to private investments.

    What You'll Learn

    ✅ What private credit is and why it's becoming one of the fastest-growing investment opportunities

    ✅ How private markets are changing portfolio diversification and long-term investing

    ✅ Why higher interest rates have reshaped the investment landscape

    ✅ Marc Rowan's outlook on retirement investing, financial advice and the future of private markets

    Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life.

    Timestamps

    • (00:00) Private credit, wealth creation, and the future of investing
    • (01:28) Why investors are moving into private credit
    • (06:30) Private vs. public markets
    • (11:25) Why private markets keep growing
    • (16:44) Liquidity and investment returns
    • (22:28) The future of private investing
    • (28:50) What happens during the next bear market?
    • (31:18) Is private credit really “shadow banking”?
    • (35:29) The future of 401(k) investing
    • (38:44) Leadership, culture, and building Apollo

    Key Takeaways

    🔹 Private credit has evolved into one of the fastest-growing asset classes, offering investors new opportunities for diversification and income.

    🔹 Successful investing isn't about choosing between public or private markets. It's about building a portfolio that uses both strategically.

    🔹 Long-term investment success comes from disciplined underwriting, thoughtful risk management and buying quality assets at the right price.

    🔹 As financial markets continue to evolve, access to private investments and professional advice will play an increasingly important role in building wealth.

    About the Guest

    Marc Rowan is the Chief Executive Officer of Apollo Global Management, one of the world's largest alternative asset managers and a global leader in private credit, private equity, infrastructure and real assets. Since co-founding Apollo in 1990, Marc has helped grow the firm into one of the most influential investment organizations in the world, managing hundreds of billions of dollars on behalf of institutional and individual investors.

    Widely recognized as one of the leading voices in private markets, Marc has been instrumental in expanding access to private credit and developing innovative investment solutions for retirement plans, financial advisors and institutions. His expertise spans capital markets, corporate finance, risk management and long-term investing.

    Beyond Apollo, Marc is actively involved in education, philanthropy and public policy initiatives and widely respected for his thoughtful perspective on financial markets, economic growth and the future of investing.

    Apollo: https://www.apollo.com

    Connect with Peter Mallouk

    Website: Peter Mallouk - President & CEO - Creative Planning

    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page

    Browse More Icons and Ideas Episodes

    • YouTube Playlist: Watch the Full Icons and Ideas Playlist
    • Official Website: Icons and Ideas Podcast

    Check Out Peter’s Other Podcasts

    • Signal or Noise: Watch Signal or Noise on YouTube
    • Down The Middle: Listen to Down The Middle on Spotify



    Larry Fink | The Investing Mindset That Built the World's Largest Asset Manager Aug 30, 2025
    Show notes

    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 million loss became the foundation for building BlackRock

    ✅ Why owning assets instead of simply saving money creates long-term wealth

    ✅ Larry Fink's outlook on Bitcoin, AI and the future of investing

    ✅ Leadership lessons on risk management, resilience and building great teams

    Visit PeterMallouk.com for more conversations with world-class leaders, authors and experts on investing, leadership and living a meaningful life.

    Timestamps

    • (00:00) The investing mindset that built the world’s largest asset manager
    • (00:37) Larry Fink’s journey to Wall Street
    • (04:10) The $100 million mistake
    • (08:25) Building BlackRock from failure
    • (12:22) Leadership, optimism, and America
    • (15:45) The U.S. debt crisis and investing
    • (22:52) Bitcoin and the future of crypto
    • (28:10) AI, productivity, and business
    • (35:03) Capitalism and leadership
    • (41:55) Larry Fink’s legacy

    Key Takeaways

    🔹 Failure can become the foundation for long-term success when you learn from it.

    🔹 Wealth is built by owning productive assets, not simply by saving money.

    🔹 Great leadership starts with disciplined risk management and strong teams.

    🔹 Long-term optimism has consistently outperformed short-term fear.

    About the Guest

    Larry Fink is Chairman and Chief Executive Officer of BlackRock. He and seven partners founded BlackRock in 1988, and under his leadership the firm has grown into a global leader in investment and technology solutions. BlackRock's mission is to help its clients build better financial futures, and the firm is trusted to manage more money than any other investment company in the world.

    Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation.

    He serves as Co-Chair of the Board of Trustees of the World Economic Forum and Co-Chair of NYU Langone Medical Center. He also serves on the boards of the Museum of Modern Art and the Aspen Institute and on the Advisory Board of the Tsinghua University School of Economics and Management in Beijing, as well as the Executive Committee of the Partnership for New York City.

    Mr. Fink earned an MBA from the University of California, Los Angeles, (UCLA) in 1976 and a BA from UCLA in 1974.

    LinkedIn: https://www.linkedin.com/in/laurencefink/

    Website: https://www.blackrock.com/ca

    Connect with Peter Mallouk

    Website: Peter Mallouk - President & CEO - Creative Planning

    • X (Twitter): @PeterMallouk
    • LinkedIn: Peter Mallouk on LinkedIn
    • Instagram: @peter_mallouk
    • Facebook: Official Peter Mallouk

    Follow Creative Planning

    • X (Twitter): @CPIWealth
    • LinkedIn: Creative Planning on LinkedIn
    • Instagram: @creativeplanning_llc
    • Facebook: Creative Planning Facebook Page

    Browse More Icons and Ideas Episodes

    • YouTube Playlist: Watch the Full Icons and Ideas Playlist
    • Official Website: Icons and Ideas Podcast

    Check Out Peter’s Other Podcasts

    • Signal or Noise: Watch Signal or Noise on YouTube
    • Down The Middle: Listen to Down The Middle on Spotify



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