In this video from Monday's edition of the Motley Fool's MarketFoolery podcast, host Chris Hill and Fool analysts Jason Moser and Bill Barker take a deep dive into the biggest investing stories of the day, and news from the Thanksgiving weekend.

Online shopping on Thanksgiving day exceeded $1 billion for the first time, with online shopping on Black Friday hitting a new high of $1.9 billion. Yet the National Retail Federation has already given a gloomy forecast for the holiday season overall. Where does the truth lie? In this segment, Jason and Bill take a look at what investors really need to know about Black Friday, Cyber Monday, and the world of retail this holiday season.