The following video is part of our "Motley Fool Conversations" series, in which consumer goods editor/analyst Austin Smith and industrials editor/analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, Austin and Brendan talk about the big swing that's about to occur with commodity prices. The high volatility of commodities has hit a lot of industries in recent months, specifically retail and grocery. With cotton prices abating, Austin thinks many investors will see it as an excuse to jump into otherwise weak companies when they should be reading this as a boon to already strong companies that were able to weather high cotton prices in the first place.

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