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Icons and Ideas with Peter Mallouk

Peter Mallouk
Happiness
Private Credit
Artificial Intelligence
Private Equity
Gratitude
Investment Strategies
Financial Markets
Stocks
Investing
Apollo
Ukraine
Russia
China
Middle East
Economic Policies
Social Connection
Depression
Mental Health
Inner Excellence
Blackrock

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 Plan... more

PublishesTwice monthlyEpisodes16Foundeda year ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for Icons and Ideas

Latest Episodes

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 Mallo... more

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 explo... more

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 tha... more

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.

Mor... more

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Recent Guests

David Booth
Founder of Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: Dimensional Founder David Booth | Investing, Market Uncertainty and True Wealth
Jim Murphy
Author of Inner Excellence and Pro Athlete
Author, Inner Excellence
Episode: Inner Excellence Author Jim Murphy: Why Success Isn’t Enough
Salim Ramji
CEO of Vanguard
Vanguard
Episode: Vanguard CEO Salim Ramji: The Future of Investing, AI and Private Markets
Morgan Housel
Author and finance writer known for The Psychology of Money
Episode: Morgan Housel: “The Psychology of Money,” Wealth and What Actually Makes You Rich
Harvey Schwartz
CEO of Carlyle, former CFO and co-president of Goldman Sachs
The Carlyle Group
Episode: Carlyle CEO Harvey Schwartz| Leadership and the Future of Private Markets
Condoleezza Rice
Former U.S. Secretary of State and National Security Advisor
Stanford University
Episode: Inside Global Power: Secretary Condoleezza Rice on Leadership and the New World Order
Jenny Johnson
CEO of Franklin Templeton
Franklin Templeton
Episode: Franklin Templeton CEO Jenny Johnson | The Rise of AI, Private Market Access and Building Winning Teams
Rick Wurster
CEO of Charles Schwab
Charles Schwab
Episode: Schwab CEO Rick Wurster | Crypto, AI and the Shifts Impacting How We Invest
Robert Smith
Founder, President, and CEO of Vista Equity Partners
Vista Equity Partners
Episode: Vista Equity Partners Founder Robert F. Smith | AI, Investing and the Biggest Tech Shift Since the Internet

Host

Peter Mallouk
Host of Icons and Ideas, interviewing leaders and entrepreneurs; driven by long-term success stories and practical insights.

Reviews

4.8 out of 5 stars from 43 ratings
  • Enjoying this

    I listened to the Shawn Achor episode. Looking forward to listening to more.

    Apple Podcasts
    5
    ATXbubs
    United States10 months ago
  • Great opportunity!

    Great story and even greater host. Humble yet revealing; his nature draws you in and rewards you.

    Apple Podcasts
    5
    dermhawk
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful, practical takeaways for leaders and investors.
Audience likely appreciates high-level, long-horizon thinking over quick tips.
Feedback often notes strong storytelling and actionable insights.
Guests span finance, tech, and policy, keeping episodes diverse and relevant.
Host brings humility and depth; conversations feel candid and revealing.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Dimensional Founder David Booth | Investing, Market Uncertainty and True Wealth
Q: How did you first move from idea to a real enterprise, and what helped you scale?
Booth describes testing ideas with institutional clients, securing early commitments, partnering with academics for independent oversight, and leveraging back-office partnerships (e.g., with Jack Bogle) to scale the operation into a formal mutual fund, emphasizing the importance of credibility and governance.
Dimensional Founder David Booth | Investing, Market Uncertainty and True Wealth
Q: What is the investing idea that really got away from you or turned out great?
Booth explains that while some specific stock ideas faltered, the broader approach—building diversified, low-fee portfolios with a focus on science and disciplined execution—consistently paid off; it's about applying research to practice and staying the course through market cycles.
Inner Excellence Author Jim Murphy: Why Success Isn’t Enough
Q: What is the core message you want readers and listeners to take away from Inner Excellence?
Most goals are too low and don't bring lasting fulfillment; the book teaches pursuing fullness of life by training the heart, mind, and body to stay fully present and aligned with a purpose beyond self.
Vanguard CEO Salim Ramji: The Future of Investing, AI and Private Markets
Q: How does Vanguard view AI and the democratization of investing?
AI is seen as a tool to augment advice and widen access, helping more people become well-advised investors, while ensuring that human advisors remain central for personalized guidance.
Carlyle CEO Harvey Schwartz| Leadership and the Future of Private Markets
Q: You've mentioned being insecure in the past tense several times so far. Do you think you're more secure today or do you still think you carry the full?
Harvey explains that there are gradations of insecurity and that while he has learned to leverage it positively, he remains open to hearing others' ideas and believes ongoing self-improvement is essential.

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Frequently Asked Questions About Icons and Ideas

What is Icons and Ideas about and what kind of topics does it cover?

The show features high-profile conversations with leading entrepreneurs, investors, and policymakers, focusing on how decisions, risk, and habits drive long-term success. Episodes consistently explore money psychology, leadership pathways, private markets, tech-driven disruption (including AI), and geopolitical or macro shifts that influence investing and business strategy. Listeners can expect candid, experience-based insights from CEOs, founders, and top executives, plus practical takeaways on wealth, risk management, and building resilient organizations. A notable throughline is translating complex topics into actionable perspectives for professionals who want to think bigger about money, leadership, and the future of work.

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Which podcasts are similar to Icons and Ideas?

These podcasts share a similar audience with Icons and Ideas:

1. Your Next Dollar: Money Management for High Earners
2. Down the Middle
3. Do This, NOT That: Marketing Tips with Jay Schwedelson
4. Smart Travel: Upgrade Your Getaways
5. The $100 MBA Show

How many episodes of Icons and Ideas are there?

Icons and Ideas launched a year ago and published 16 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Icons and Ideas?

Recent guests on Icons and Ideas include:

1. David Booth
2. Jim Murphy
3. Salim Ramji
4. Morgan Housel
5. Harvey Schwartz
6. Condoleezza Rice
7. Jenny Johnson
8. Rick Wurster

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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