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Forensic Account

The Knowledge Project

Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti

Published
October 28, 2025
Duration
1h 34m
Summary source
description
Last updated
Apr 17, 2026

Discusses business, society, culture, technology.

Summary

Anthony Scilipoti is one of the sharpest minds in investing. He's the President and CEO of Veritas Group of Companies. He called the collapses of both Valeant Pharmaceuticals and Nortel before they happened, and now he has some thoughts on AI. We talk about asking better questions, reading the fine print, the role of short selling, and what it means to be…

Show notes

Anthony Scilipoti is one of the sharpest minds in investing. He's the President and CEO of Veritas Group of Companies. He called the collapses of both Valeant Pharmaceuticals and Nortel before they happened, and now he has some thoughts on AI. We talk about asking better questions, reading the fine print, the role of short selling, and what it means to be wrong. We explore why AI gives you information but not insight, why cheap risk is often the most expensive, and why nothing matters until it d

Themes

  • business
  • society
  • culture
  • technology