The following video is from Wednesday's MarketFoolery podcast, in which host Chris Hill and analysts Jason Moser and Matt Argersinger discuss the top business and investing stories of the day.

Earnings season officially kicks off on July 8 when Dow component Alcoa (AA) reports. In this segment from Wednesday's MarketFoolery podcast, Matt and Jason discuss the prospect for disappointing results, the state of the housing market, and why companies like Lumber Liquidators (LL -1.96%) and Tile Shop Holdings (TTSH -1.69%) are on their watchlist.

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 12:00 and 16:07.

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