The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Jeff Gundlach, founder of DoubleLine, recently came up with the ultimate contrarian play. He recommended that a young hedge fund manager might be able to make his mark by shorting Apple and going long natural gas. And he suggested making that trade using 100 times leverage. David weighs in and notes that he wouldn't make either one of those trades right now -- with or without leverage. Instead, David recommends going long disruptive technologies.

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