The following video is from Monday's Market Foolery podcast, in which host Chris Hill, along with analysts Bill Barker and Tim Hanson, discuss the top business and investing stories.

In this segment, shares of gaming stocks dropped last week after The Wall Street Journal reported that authorities in China are cracking down on junkets to casinos in Macau. Tim explains the junket business and why it's more crucial for some casinos than for others. With a crackdown on corruption under way, Tim shares why this could be a big win for some (but not all) casino stocks.