In short: The broad lithium-battery play to own alongside the speculative single name — "own the lit ETF" as the safe leg, with Surge Battery Metals as the lottery ticket on top.
LIT is a broad ETF covering lithium miners and battery-technology companies. It's the "safe leg" Larson pairs with his speculative lithium pick (Surge Battery Metals): own the diversified ETF for the overall electrification/EV theme, then add a small high-risk single name on top as the lottery ticket. The ETF spreads the bet so no single company failure sinks the position.
47:06— So, is this one where you would own the lit ETF, the lithium battery ETF? Correct. — And then this is your lottery ticket — taste, for who it would make sense for. — Okay. — Yeah. — All right. Yeah. Risk risk risk — risk risk risk. — But and maybe potentially reward.
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