Speaker

Anthony Scilipoti

Anthony Scilipoti

President and CEO of Veritas Investment Research, a forensic-accounting-driven independent equity research and asset management firm he built after publicly calling the collapses of Nortel (2000) and Valeant Pharmaceuticals (2012–13), both years ahead of the event.

In the wiki

Anthony Scilipoti on Forensic Accounting, the AI Bubble, and Spotting Corporate Collapse — The Knowledge Project, 28 October 2025: applies his ‘flammable items’ framework and a footnotes-first reading discipline to circular financing in the AI boom (Nvidia, OpenAI, Microsoft, CoreWeave).

See also

Shane Parrish — host, The Knowledge Project
Jim Grant — another financial-history-grounded sceptic of the current AI boom, arguing from monetary regime rather than financial-statement forensics