Скачать или смотреть No. 1 Forensic Accountant: The Coming AI Collapse | Anthony Scilipoti

The Forensic Accountant who called the collapses of both Valeant Pharmaceuticals and Nortel before they happened, shares his thoughts on AI, OopenAI, Nvidia, and more.

This episode is not investment advice.

For more information on this episode: https://fs.blog/knowledge-project-pod...

About Anthony
Anthony Scilipoti is one of the sharpest minds in investing. He's the President and CEO of Veritas Group of Companies.

Chapters
0:00 Introduction
1:26 Early Career
2:53 The Enron Scandal
5:48 Lessons on Auditing
7:36 Reading Footnotes
10:00 What AI Can't Do
16:12 The AI 'Bubble' and the State of the Market
18:46 Ad Break
20:50 The Price of Risk
22:00 Interest Rates
24:00 People Struggling, Markets at ATH, Core Inflation
26:33 The People Making the Most Money Today
28:12 Parallels Between the Internet Bubble and Today
35:15 Ad Break
36:10 Parallels Between the Internet Bubble and Today (Cont.)
39:14 Investing Rules
42:14 What are the RED Flags to look for?
45:56 The Rise and Fall of Valeant Pharmaceuticals
53:04 Is a Complicated Structure Bad?
55:54 Companies Don't Start Out Being Crooked
57:53 Why is EBITDA a Disastrous Measurement?
1:00:47 Stock Options
1:06:30 What Incentives to Look for in a Company When Investing?
1:11:31 Index Investing
1:15:41 Buybacks and Share Count
1:21:21 What Makes Warren Buffett a Unique Investor?
1:26:58 The Power of the Retail Investor
1:32:30 What Is Success for You?

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Anthony Scilipoti
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The Knowledge Project features in-depth conversations with the top CEOs, investors, and business leaders to uncover the timeless principles that drive success. Learn more at https://fs.blog/podcast