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Gambit Capital Management, LLC
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Gambit Capital Management, LLC is partnering with clients to build private wealth strategies that align with individual goals and risk tolerance. As fiduciaries, we tailor and adapt portfolios to ensure they are in the best interest of the clients we serve.Gambit Capital Management, LLC is an independently owned, Registered Investment Advisory firm.

  1. MAY 8

    Highlight Episode: 5 Lessons for Leadership, Business, & Investing

    This week on The SMO Show, Tyler and Dan introduce a new series focused on business owners, entrepreneurs, and the lessons behind building enduring companies. Before this episode, we released the full long-form interview with Eric Johnson, CEO of Arnold Motor Supply. This “Highlights Episode” serves as a condensed version of the interview, where Tyler and Dan break down the five biggest takeaways related Business, Leadership, and Investing. Topics include: -Why you don’t need to invent the next big thing to benefit from it -Learning from successful leaders and businesses that came before you -The impact of employee ownership and aligned incentives -Why periods of uncertainty can create opportunity -Leadership, delegation, and avoiding micromanagement during crisis If you like what you hear in this episode, be sure to check out the previous episode for the complete conversation with Eric Johnson. 00:00-00:20 — Intro to The SMO Show 00:20-01:47 — Launching the Entrepreneur Interview Series 01:47-06:00 — Lesson #1: Investing Around Innovation 06:00-09:44 — Lesson #2: Learning From Those Who Came Before You 09:44-12:04 — Lesson #3: Employee Ownership & Aligned Incentives 12:04-14:39 — Lesson #4: Investing During Crisis & Uncertainty 14:39-17:20 — Lesson #5: Leadership vs. Micromanagement 17:20-18:18 — Final Thoughts & Book Recommendation 18:18-18:52 — Disclosure

    19 min

  2. MAY 8

    The Secret Formula Behind One of America’s Oldest Companies

    Welcome to a new episode of The SMO Show and the launch of our new Business Owner Series, where Dan and Tyler sit down with entrepreneurs, executives, and business leaders to hear the real stories behind how they built successful companies. In this episode, Dan and Tyler are joined by Eric Johnson, the managing partner and president of Arnold Motor Supply. Eric shares the incredible history behind one of the Midwest’s most unique employee-owned businesses, how the company has grown to over 80 stores across five states, and why culture, ownership, and customer service remain at the center of everything they do nearly 100 years later. The conversation covers: -The founding story of Arnold Motor Supply in 1927 -How the employee ownership model works with 200 partners -Leadership lessons from growing and scaling a business -The importance of culture and “ownership thinking” -Stories from the company’s devastating flood recovery -Advice for entrepreneurs building teams and businesses -Why customer service still wins in today’s world Eric also discusses his book, You Build a Business with People, and shares insights on leadership, long-term thinking, and preserving company culture while continuing to grow. If you enjoy hearing how successful businesses are built, maintained, and scaled over generations, this episode is packed with practical lessons and great stories. 00:00-00:59 — Intro to the Entrepreneur Interview Series 00:59-01:19 — SMO Show Opening 01:19-06:44 — Meet Eric Johnson & Arnold Motor Supply 06:44-08:46 — What a Managing Partner/CEO Actually Does 09:46-13:50 — The Founding Story of Arnold Motor Supply 13:50-16:58 — Employee Ownership & Partnership Structure 16:58-20:03 — Why Ownership Culture Matters 20:03-23:42 — Becoming a Partner at Arnold Motor Supply 23:42-28:57 — Great Depression, World War II & Business Growth 28:57-34:58 — Writing You Build a Business with People 34:58-36:20 — Preparing for the 100-Year Anniversary 36:20-42:04 — What Makes Arnold Motor Supply Different Today 42:04-49:30 — Preserving Culture & Delivering “The Arnold Extra” 49:30-57:19 — The Spencer Flood & Leading Through Crisis 57:19-59:40 — Advice for Entrepreneurs & Business Owners 59:40-1:00:32 — Closing Thoughts

    1h 1m

  3. APR 21

    Saving for Kids Just Changed—Here’s What You Need to Know

    There’s a new kid on the block when it comes to saving for children—the Trump Account. In this episode, we break down how it works, who qualifies for the $1,000 government seed, and how it compares to 529 plans and UTMA accounts. If you’re a parent, grandparent, or relative looking to help a child financially, this is a must-listen. 00:00-01:12 Welcome to The Schmo Show 01:12-02:32 What Is a Trump Account? 02:32-04:03 Purpose: Why These Accounts Exist 04:03-05:54 Contribution Rules & Limits 05:54-06:44 When Can the Money Be Used? 06:44-07:48 Investment Options Explained 07:48-08:25 The 3 Ways to Save for Kids 08:25-09:45 How 529 Plans Work 09:45-11:06 529-to-Roth Conversion Rules 11:06-12:39 What Is a UTMA Account? 12:39-13:23 Taxes, Control, and Financial Aid Impact 13:23-13:49 Which Account Is Best? 13:49-15:52 Why a Layered Strategy Works 15:52-16:36 Final Thoughts for Parents & Grandparents 16:36-17:02 Disclosures

    17 min

  4. APR 7

    War, Oil, and Markets: What Changed in 30 Days

    Q1 2026 didn’t play out the way most expected, and in this episode Tyler and Dan break down what really happened. After a strong start to the year, markets reversed course as geopolitical tensions drove oil prices higher and inflation expectations surged. We cover what changed, where valuations stand today, and what signals actually matter going forward including interest rates, the U.S. dollar, and energy prices. If you’re trying to make sense of the current environment without the noise, this is the conversation you need. 00:00-00:29 – Intro & Show Overview Quick intro, purpose of the episode, and what will be covered. 00:30-01:29 – Q1 2026 Recap Strong start to the year followed by a sharp reversal. 01:30-02:29 – What Drove the Market Drop Geopolitics, Iran conflict, and the impact on investor sentiment. 02:30-03:39 – How Major Indexes Performed Small cap, mid cap, emerging markets vs. S&P 500. 03:40-04:14 – Where We Are Today (April 2026) Current market positioning and macro backdrop. 04:15-05:29 – Inflation Surprise Explained Why inflation expectations jumped from ~2.3% to ~3%. 05:30-06:44 – Oil Prices & Supply Shock Energy-driven inflation vs. demand-driven inflation. 06:45-07:59 – Real Impact on Consumers Why rising energy costs hit lower-income households harder. 08:00-08:59 – Economic Outlook: Stagflation Risk? Slowing growth + rising inflation implications. 09:00-10:14 – Market Valuations Reset Why valuations look more reasonable now. 10:15-10:59 – Earnings & Forward Expectations Price vs. earnings dynamics. 11:00-12:34 – What Happens Next in 2026 Key variables shaping the outlook. 12:35-13:59 – Stocks to Watch (Signals, Not Recommendations) Mortgage and housing activity indicators. 14:00-15:14 – The U.S. Dollar & 2-Year Treasury Why these matter more than the S&P right now. 15:15-15:59 – Rate Cuts? Maybe Not How inflation is changing expectations. 16:00 – Final Takeaways Short-term pain vs. potential long-term outcomes.

    18 min

  5. MAR 19

    What If Your Gut Reaction Is Wrong?

    Why do investors panic at the worst times? We dive into the science behind stress, decision-making, and how to avoid costly mistakes with a practical system you can use immediately. Books Referenced: • “Thinking Fast and Slow” by Daniel Kahneman • “Superforecasting” by Philip Tetlock and Dan Gardner • “How to Decide” by Annie Duke • “How to Measure Anything" by Douglas Hubbard

    20 min

  6. FEB 20

    6 Ways to Start 2026 Off Right

    A new year is the right time for a financial check-up. In this roundtable episode, Tyler Schelhaas sits down with Dan Powers, CFA, and tax expert Peter Earp, EA, to break down the most important financial updates for 2026 — along with practical steps you can take right away. Inside this episode: • Lower-cost borrowing strategies versus traditional margin or home equity lines of credit (HELOCs) • Falling money market rates — and why your cash may not be earning what you think • Why reviewing your budget and subscriptions still matters • Mortgage rates near multi-year lows — when refinancing actually makes sense • Updated 401(k), 403(b), and IRA contribution limits • Hidden portfolio fees and how layered expenses quietly erode returns • The increased federal estate tax exemption and who it impacts Small adjustments, made early, can have a meaningful long-term impact. If any of these topics apply to you and you'd like to review your situation, reach out — we’re happy to take a look together. 00:00 – Welcome & 2026 Focus 01:32 – 2026 Retirement Contribution Increases 03:30 – Reviewing Spending & Subscriptions 04:45 – Mortgage Rates at 3-Year Lows 05:38 – Money Market Rates Are Down 06:10 – Smarter Short-Term Borrowing Strategies 07:23 – Hidden Investment Fees 09:19 – Estate Tax Exemption Increase to $15M 10:08 – Final Thoughts: People Respect What They Inspect

    11 min

  7. JAN 23

    Noise vs. Numbers: Why 2025 Worked

    This episode looks back at the key economic and market forces that shaped 2025, from geopolitical shocks and policy changes to GDP acceleration, falling inflation, and strong corporate earnings. We break down why markets performed well despite nonstop headlines, highlighting the roles of small caps, gold, international stocks, and currency dynamics. Then we shift into early 2026, analyzing growth expectations, rate outlooks, and what current market signals are telling us. Finally, we explore emerging structural changes—from Treasury-driven policy to business credit expansion and housing market constraints—that could define the next phase of the economic cycle. 00:00 - Introduction 01:20 - 2025 Review 04:20 - Gold & Int'l Stocks 08:37 - 2026 Economic Forecast 13:10 - Reestablishing US Treasury Dominance over Fed 19:00 - Business Lending 21:40 - Real Estate 24:43 - 2025 Surprise Tax Refunds 30:00 - Final Thoughts

    32 min

  8. 10/30/2025

    Q3 2025: Trades, Trends & Our Market Outlook

    Markets kept climbing in Q3 — from gold’s massive 16% jump to small caps finally catching fire. They discuss the key drivers behind these moves and walk through some of the portfolio trades and allocation shifts made during the quarter — including the decision to add gold to fixed income. Tune in for a concise 20-minute episode covering the quarter that was, and what’s next for markets and investors heading into year-end.

    19 min
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Ratings & Reviews

5
out of 5
10 Ratings

About

Gambit Capital Management, LLC is partnering with clients to build private wealth strategies that align with individual goals and risk tolerance. As fiduciaries, we tailor and adapt portfolios to ensure they are in the best interest of the clients we serve.Gambit Capital Management, LLC is an independently owned, Registered Investment Advisory firm.

Information

  • Creator
    Gambit Capital Management, LLC
  • Years Active
    2024 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2024 The SMO Show

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