The following video is part of our "Motley Fool Conversations" series, in which senior analyst Matt Argersinger and analyst Paul Chi discuss topics around the investing world.

In today's edition, Matt and Paul discuss the possibility of not just a recovery in housing, but also a new housing boom that could be just a few years away. It's all about supply and demand, and Matt thinks he has three stocks that could deliver huge returns to investors from a new housing boom.