The following video is part of our daily MarketFoolery podcast, in which host Chris Hill and advisor Joe Magyer and senior analyst Jason Moser analyze the latest business and investing news. In this segment, the guys discuss why companies in the insurance, health-care and industrial sectors are poised for a strong 2012.

Why is Warren Buffett interested in the banking industry? The Motley Fool has a brand new report, "The Stocks Only the Smartest Investors Are Buying," that explains why Buffett and others are looking to the banking industry for their next investments. You can access this just-released report by clicking here -- it's free.