The Lumber Word
By Ashley Boeckholt
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Category: Investing
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Subscribers: 5
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Episodes: 100
Description
The Lumber Word is the weekly podcast for the North American lumber and building materials industry. Three lumber industry veterans break down lumber prices, market trends, supply and demand, sawmill production, inventories, transportation, housing, and the forces moving the physical lumber market.
From CME lumber futures and commodity trading to Canadian and U.S. production, wholesalers, distributors, dealers, and homebuilders, The Lumber Word brings real-world perspective from people actively participating in the market.
Each week, we discuss what we're seeing, what we're hearing, where the lumber market may be headed—and occasionally disagree about all of it.
If you buy, sell, trade, produce, transport, or invest in lumber and building materials, this is your market conversation.
| Episode | Date |
|---|---|
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EP 189: Buy, Buy, Buy? The Lumber Market’s Next Big Trade
|
Oct 29, 2026 |
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EP 188: Low Inventories, Lower Expectations — What’s Holding Lumber Up?
|
Oct 23, 2026 |
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EP 186: Back to the Lumber Futures — Short Funds and the Last Lumber Cowboys
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Oct 09, 2026 |
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EP 185: Something Has to Give in Lumber — Dustin Jalbert
|
Sep 25, 2026 |
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EP 184: How Random Lengths Really Reports the Lumber Market — Mary Hansen
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Sep 25, 2026 |
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EP 183: Nobody Wants Lumber — Even With Inventories Running on Fumes
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Sep 18, 2026 |
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EP 182: The Lumber Market Is Strongly Sideways
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Sep 11, 2026 |
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EP 181: Are the Funds Now the Smart Money in Lumber?
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Sep 04, 2026 |
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EP 180: $500 Lumber? The Market Is Sending a Message
|
Aug 28, 2026 |
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Episode 179: Don’t Sell the Bottom
|
Aug 21, 2026 |
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EP 178: Is It Time to Buy? | Sig Thoma on Housing, OSB, Futures & the Next Market Move
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Aug 14, 2026 |
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EP 177: NAWLA Opens the Doors, Southern Pine Opportunity & Lumber Market Outlook
|
Jul 30, 2026 |
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EP 176: Lumber Market Crossroads: Supply Cuts, Futures Strategy & Why Demand Is Better Than You Think
|
Jul 24, 2026 |
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EP 175: Lumber Market Crossroads: Is $700 2x4 SPF Coming? Pine, Western Species & the Next Big Trade
|
Jul 17, 2026 |
|
EP 174: Running Out of Wood? Russ Taylor on the Market Nobody Saw Coming
|
Jul 09, 2026 |
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EP 173: The Lumber Market Just Changed—and Most People Haven't Noticed
|
Jun 25, 2026 |
|
EP 172: Lumber Market Rally: Inventory Panic, Freight Crunch & Why Prices Could Keep Climbing
|
Jun 18, 2026 |
|
EP 171: The Bull Market Nobody Believes In (Yet)
|
Jun 11, 2026 |
|
EP 170: Freight Is Eating the Lumber Market
|
Jun 05, 2026 |
|
EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge
|
May 21, 2026 |
|
EP 168: Is Lumber Coiling for a Summer Breakout?
|
May 14, 2026 |
|
EP 167: Is Lumber Quietly Setting Up for Another Bull Run?
|
May 07, 2026 |
|
EP 166: Is Freight the Real Lumber Market Right Now?
|
Apr 30, 2026 |
|
EP 165: Spring-time Round Up
|
Apr 17, 2026 |
|
EP 164: The K-Shaped Economy—Who’s Pulling the Wagon?
|
Apr 09, 2026 |
|
EP 163: Paywalls, Pine Rips, and Freight Freakouts
|
Apr 03, 2026 |
|
EP 162: Is Lumber Having Its WTF Moment?
|
Mar 28, 2026 |
|
EP 161: Miss It Today, Pay Up Tomorrow
|
Mar 19, 2026 |
|
EP 160: Freight Shock and the Sneaky Lumber Rally
|
Mar 12, 2026 |
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EP 159: The Fog of War
|
Mar 06, 2026 |
|
EP 158: Equilibrium or Explosion?
|
Feb 26, 2026 |
|
EP 157: Euro Pressure, Pine Pivots & A Flattening Curve
|
Feb 21, 2026 |
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EP 156: : Quiet… or Weak?
|
Feb 12, 2026 |
|
EP 155: Recalibrating the Lumber Compass
|
Feb 05, 2026 |
|
EP 154: "You sent me the same lumber job inquiry for two weeks?”
|
Jan 29, 2026 |
|
EP 153: When the Phones Don’t Stop Ringing
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Jan 23, 2026 |
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EP 152: The Dilbert Curve of Lumber: When Reality Bends, and Prices Move
|
Jan 15, 2026 |
|
EP 151: Are you Reelin’ in the Lumber Years!
|
Jan 09, 2026 |
|
EP 150: Fuel for the Next Move
|
Dec 18, 2025 |
|
EP 149: Rudderless or Ready to Turn?
|
Dec 11, 2025 |
|
EP 148: Grateful in the Grind
|
Dec 04, 2025 |
|
EP 147: Fatigue, Fear, and the Great Curtailment No-Show
|
Nov 20, 2025 |
|
EP 146: Post Kansas City Breakdown
|
Nov 13, 2025 |
|
EP 145: When Unplugging Doesn’t Work
|
Oct 30, 2025 |
|
EP 144: Good-Dealed to Death — Seasonal Weakness or Strength Ahead?
|
Oct 24, 2025 |
|
EP 143: Mid-October Round Up
|
Oct 16, 2025 |
|
EP 142: Underbought, Overproduced, or Just Confused?
|
Oct 10, 2025 |
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EP 141: Tariffs, Costs & the $800 Question
|
Oct 03, 2025 |
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EP 140: Market Check-in with Dustin Jalbert
|
Sep 25, 2025 |
|
EP 139: Bottoms, Blips, and Behind the Paywall
|
Sep 18, 2025 |
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EP 138: Reading the Lumber Market Warnings with Stinson Dean
|
Sep 10, 2025 |
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EP 137: Keys to the Lumber Castle
|
Sep 04, 2025 |
|
EP 136: Inflation, Rates, and Lumber’s Selloff—A Fireside Chat with Brian Wesbury
|
Aug 28, 2025 |
|
EP 135: Sitting on Hands
|
Aug 22, 2025 |
|
EP 134: Futures Drop & Builder Playbooks
|
Aug 14, 2025 |
|
EP 133: Lumber Lows: Inflection Points, Mills Uncertainty, and Timber Tactics in a Shaky Market
|
Aug 07, 2025 |
|
EP 132: Can You Hedge Your House?
|
Jul 31, 2025 |
|
EP 131: Midsummer Check-in
|
Jul 24, 2025 |
|
EP 130: The Return of Matt—and the Forecast You Didn’t Know You Needed
|
Jul 17, 2025 |
|
EP 129: The Price Is (Already) Right?
|
Jul 10, 2025 |
|
EP 128: Is SPF Just Coasting on Reputation?
|
Jun 26, 2025 |
|
EP 127: The Basis is Hot, But Bart is Cooler
|
Jun 19, 2025 |
|
EP 126: Quiet Deals, Big Feels, and a Greggless Few Weeks
|
Jun 12, 2025 |
|
EP 125: Whose Pick Is It Anyway?
|
Jun 05, 2025 |
|
EP 124: The Lumber Word Podcast
|
May 29, 2025 |
|
EP 123: The New Southern Pine Lumber Futures Contract at the CME
|
May 24, 2025 |
|
EP 122: Supply Push Takes the Wheel
|
May 22, 2025 |
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EP 121: The Playbook is Out: Bulls, Bears & Big Bets in Lumber
|
May 15, 2025 |
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EP 120: Spring Market Review
|
May 09, 2025 |
|
EP 119: European Lumber's U.S. Port Pinch & Southern Yellow Pine's Wild Regional Spreads
|
Apr 24, 2025 |
|
EP 118: "Montreal to Market Moves: What Lumber Traders Need to Know
|
Apr 17, 2025 |
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EP 117: Live from The Montreal Wood Convention
|
Apr 12, 2025 |
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EP 116: Lumber, You’re Still Dangerous. But You Can Be My Wingman Anytime
|
Apr 03, 2025 |
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EP 115: "Lumber Tariff Built-In or Baked Out Price?" w/ Matt Layman
|
Mar 28, 2025 |
|
EP 114: FHA Exposé
|
Mar 20, 2025 |
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EP 113: If You’re Not Listening to The Lumber Word, You Might as Well Be Getting Market Advice from a Used Car Lot
|
Mar 13, 2025 |
|
EP 112: Kyle Little: Big Calls & Bold Takes on Lumber’s Future
|
Mar 06, 2025 |
|
EP 111: The Tariff Talk We Never Want to Have Again
|
Feb 27, 2025 |
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EP 110: The Trading Campfire: Undervalued Items, Lumber Prognostication and Polished Knowledge
|
Feb 21, 2025 |
|
EP 109: Retired for Now. Legendary Forever. The Mike Logelin Story
|
Feb 13, 2025 |
|
EP 108: Housing Market Deep Dive
|
Feb 06, 2025 |
|
EP 107: The Lumber Bet: Tariff or No Tariff?
|
Jan 30, 2025 |
|
EP 106: Housing, Tariffs, and Mill Strategies: Insights with Sig Thoma
|
Jan 23, 2025 |
|
EP 105: Navigating Tariff Turmoil, Builders’ Mortgages, and Lumber Market Madness with Dustin Jalbert
|
Jan 16, 2025 |
|
EP 104: Welcome to 2025
|
Jan 09, 2025 |
|
EP 103: Bold Predictions with Economist Brian Wesbury
|
Dec 19, 2024 |
|
EP 102: Interholiday Roundup
|
Dec 12, 2024 |
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EP 101: Permits, Progress, and Predictions
|
Dec 06, 2024 |
|
100 Episodes Strong: The Lumber Word Leading the Way in Industry Insight
|
Nov 21, 2024 |
|
EP 99: November Southern Yellow Pine Sell-Off
|
Nov 14, 2024 |
|
EP 98: Global Wood Summit Recap & 2025 Market Predictions
|
Nov 09, 2024 |
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EP 97: Live from the Global Wood Summit
|
Oct 31, 2024 |
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EP 96: Barking up the Right Tree with Sig Thoma
|
Oct 18, 2024 |
|
EP 95: Lumber Flow Forecasts & That $11 Billion Potential Split
|
Oct 05, 2024 |
|
EP 94: Just Past Time: Lumber Procurement Method
|
Sep 26, 2024 |
|
EP 93: Forecasting the Future with Chris Beard from John Burns Research & Consulting
|
Sep 20, 2024 |
|
EP 92: The Lumber Edge: Smarter Strategies, Emerging Premium Scramble, Sharper Predictions
|
Sep 13, 2024 |
|
EP 91: Boosting Your Lumber Game with Charles DeLaTorre
|
Sep 06, 2024 |
|
EP 90: Fast Times in the Lumber Market: Is This Our ‘Learn It. Know It. Live It.’ Moment?
|
Aug 29, 2024 |
|
EP 89: Lumber Ain’t Nuthin’ but a G Thang: Breaking Down the Lumber Market with Russ Taylor
|
Aug 22, 2024 |