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 1.27%) and Lowe's (LOW 1.67%) will be among those benefiting from this long-term trend.

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

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