84. How to profit when Americans hoard

Martin Flood, co-manager of Lazard US Equity Concentrated, tells us how you can make money from the fact that American’s don’t throw things away. He also tells us why he thinks McDonald’s is such a great business, why dollar stores are the ‘anti-e-commerce’ play and describes how Motorola has moved from flip-top phones to police and fire brigades’ walkie-talkies. Finally, Martin gives his thoughts on a second tech bubble and the upcoming US election.