In this segment from The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson sit down with Fool contributor Morgan Housel to discuss the current macroeconomic environment. Morgan points out two of the most important economic factors to look for when gauging the health of the economy: housing construction and auto sales.

The group also tells viewers the one stock they would each feel comfortable holding through another recession.

You can follow David, Matt, and Morgan on Twitter!