Bill Browder On The Dismal State Of U.S. – Russia Relations

Notes of Bill Browder, Michael McFaul and Richard Bradley from their presentation at the 2019 SALT Conference called “Red Hot Peace Notice: The Dismal State Of U.S. – Russia Relations.”

See our full coverage of the 2019 SALT Conference here.

state of u.s russia relations

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Red Hot Peace Notice: The Dismal State Of U.S. - Russia Relations

Bill Browder - Founder & Chief Executive Officer, Hermitage Capital Management

Michael McFaul - Ambassador of the United States of America to the Russian Federation (2012-2014)

Richard Bradley - Editor in Chief, Worth Magazine

Cold War 2.0? Putin and Trump shook American-Russo relations to their core in a game of political interference, global trade, and fear

  • These two were on a list of people Putin wanted access to in a negotiation between the US and Russia
  • Russia is so mad at Bill Browder they have asked Interpol 7 times to arrest him
    • Reason being that the Russian government killed and tortured his lawyer and he subsequently got the Mmagnitsky act based on the case
    • After the sixth arrest warrant he was arrested in Madrid, Spain
    • If he went back to Russia he would be killed and tortured after he admitted to crimes he didn’t do
  • Browder expects Putin is worth $200 billion mostly offshore money
  • President Trump has a fixation on becoming Putin’s friend
  • Trump had a call with him recently and did not bring up anything from the Bob Muller report
  • In the 2016 election Putin had a decision to make, who will be easier on him on sanctions
    • He picked Donald Trump over Hillary Clinton
  • Russia has been investing large in their nuclear program
  • Almost no chance Putin loses power in the near future
  • Every move you make and everything you say is recorded in Russia

This article first appeared on ValueWalk Premium




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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver