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.