The following video is from Thursday's MarketFoolery podcast, in which host Chris Hill, along with analysts Dave Meier, Matt Koppenheffer and Isaac Pino, discuss the top business and investing stories of the day.

With storms bearing down on the eastern half of the United States, the question is raised: Which companies benefit from severe weather? In this installment of MarketFoolery, the guys share why weather is a double-edged sword for the insurance industry and why companies like Home Depot (HD 0.86%) and Lowe's (LOW 1.49%) will be among those benefiting from this long-term trend.

Are home improvement stocks the only way to play the recovery?
With the American markets reaching new highs, investors and pundits alike are skeptical about future growth. They shouldn't be. Many global regions are still stuck in neutral, and their resurgence could result in windfall profits for select companies. A recent Motley Fool report, "3 Strong Buys for a Global Economic Recovery," outlines three companies that could take off when the global economy gains steam. Click here to read the full report!

The relevant video segment can be found between 0:21 and 3:16.

For the full video of today's MarketFoolery, click here.