Investor Beat -- December 27, 2013

In this video from Friday's Investor Beat, host Chris Hill and Motley Fool Million Dollar Portfolio and Inside Value analyst Ron Gross take a look back at the most important stories of 2013 for investors.

Despite myriad doom-and-gloom macroeconomic and political stories emerging in 2013, the markets surged upward 30% this year, making it an incredible year for investors. But does this big run-up show that we're in a bubble, and about to careen off the cliff of a major market correction? Ron talks investors through what he thinks of the market today, and whether he sees a bubble in today's valuations. He also discusses the Fed and its recent quantitative easing program that has been keeping interest rates at rock-bottom levels, and how that could affect the market when that program comes to an end.

Then, Ron takes a look at LinkedIn CEO Jeff Weiner, and how his managerial style has led this disruptive company to be an incredible performer in 2013. Though the stock is up nearly 100% this year, Ron still sees this as a very attractive stock with a lot more ahead of it in the future, and still considers it a buy at this valuation.

And finally, Ron looks ahead to 2014. He sees the coming year as being about a continued firming up of the economy, and with that, the ability for several companies to allow a little more liberal spending as they reinvest in themselves, rather than hoarding cash through times of hardship. He identifies the industrial sector as a clear winner from that economic environment, and gives investors a few stocks he'll be keeping his eye on as a result in the year ahead.

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Chris Hill has no position in any stocks mentioned. Ron Gross has no position in any stocks mentioned. The Motley Fool recommends LinkedIn. The Motley Fool owns shares of LinkedIn. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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