The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino discusses topics from around the investing world.

In today's edition, Isaac addresses the market's recent downturn, including four straight negative days for both the Dow Jones Industrial Average and the S&P 500 indexes. Yesterday, the Nasdaq declined the most, slayed by the second-quarter results of chip maker AMD. Expecting 3% in top-line growth, AMD instead reported an 11% drop in revenue.

Still, with the minutes of the Fed's latest policymaking meeting minutes released this afternoon, can shareholders expect a catalyst toward the day's end? Perhaps, but don't bet on its sustainability. With each passing announcement of another round of quantitative easing or continuation of Operation Twist, the Fed's actions seem to carry less and less weight. On top of that, a survey of top analysts on S&P Capital IQ reflects pessimism over corporate earnings this quarter. Find out in the video below why the Dow could be in for a roller-coaster ride right up until the election.

While Isaac believes the U.S. GDP will experience minimal growth for several years, there's no reason to run for the hills. Instead, investors should prepare for a paradigm shift where the U.S. once again becomes a strong exporter and less of a consumer-driven economy. The Motley Fool believes there's a few stocks that could drive this "insourcing" trend for the decades ahead. We outlined each of these in our brand-new report: "The Future Is Made in America." To find out about the technology that could disrupt the "Made in China" era, simply click here.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.