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.

Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes has no positions in the stocks mentioned above. The Motley Fool owns shares of lululemon athletica, SUPERVALU, and Under Armour. Motley Fool newsletter services recommend lululemon athletica and Under Armour. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.