The Lumber Word

By Ashley Boeckholt

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Category: Investing

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Subscribers: 2
Reviews: 0
Episodes: 96

Description

Three Lumber Industry veterans talk about the weekly, monthly and yearly trends. What is going on with inventory in the field, production and distribution. We help educate everyone in the distribution chain with information most like to not talk about. Highlighted items that are overvalued and undervalued are also discussed. Guests in the industry will occasionally drop in to help us dial in some lumber details. Most important is we have fun talking lumber and our listeners love it.

Episode Date
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
EP 121: The Playbook is Out: Bulls, Bears & Big Bets in Lumber
May 15, 2025
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
EP 117: Live from The Montreal Wood Convention
Apr 12, 2025
EP 116: Lumber, You’re Still Dangerous. But You Can Be My Wingman Anytime
Apr 03, 2025
EP 115: "Lumber Tariff Built-In or Baked Out Price?" w/ Matt Layman
Mar 28, 2025
EP 114: FHA Exposé
Mar 20, 2025
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
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
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
EP 97: Live from the Global Wood Summit
Oct 31, 2024
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
EP 88: Our Lumber Listeners Stay about 4 Months in Front of the Pack
Aug 15, 2024
EP 87: Diving Deep on this Lumber Move with Charles DeLaTorr
Aug 08, 2024
EP 86: Back To Zero Or Up $100+ MBF More In The Next Month?
Aug 01, 2024
EP 85: Is Housing Recession-proof This Time?
Jul 25, 2024
Ep 84: Navigating the Silent Signals of a Possible Lumber Bottom
Jul 18, 2024
EP 83: The Lumber Zeitgeist: Market Insights with Dustin Jalbert
Jul 11, 2024
EP 82: Four Down Months! Are We There Yet?
Jul 04, 2024
EP 81: Navigating the Stormy Seas of Lumber
Jun 27, 2024
EP 80: Unlocking Lumber's Secrets
Jun 21, 2024
Episode #79: The Lumber Word
Jun 13, 2024
Episode #78: The Lumber Market Giveth and the Lumber Market Taketh Away
Jun 06, 2024
EP 77: Where TLW Came From And Where it Is Going
May 31, 2024
EP 76: Lumber Longs’ Texas Hedge Dilemma, Battle the Short Funds
May 24, 2024
EP 75: You Need To Stop Going Down Before You Can Go Up
May 16, 2024
EP 74: Is anyone winning in this lumber market?
May 09, 2024
EP 73: Did Someone Call The Bottom in Lumber on TLW?
May 03, 2024
EP 72: Timber Tremors: Navigating the Lumber Market’s Wild Ride to a Future of Uncertain Potential
Apr 25, 2024
EP 71: Commodity lumber trading is never as good or as bad as it seems
Apr 18, 2024
EP 70: Will the Real Lumber Supply and Demand Please Stand Up?
Apr 04, 2024
EP 69: Oh Boy, Lumber How Low is Lumber Going on this Sell-off?
Mar 28, 2024
EP 68: Lumber Market Insider: Unveiling Trends and Predictions
Mar 21, 2024
EP 67: Lumber Laughs and Market Mayhem
Mar 14, 2024
EP 66: Lumber Industry Insights: Navigating the Shifting Trading Landscape
Mar 07, 2024
EP 65: If lumber is in the 3rd or 4th inning of the game, what inning is OSB in?
Feb 29, 2024
EP 64: National Top Economists, Brian Wesbury, Talks Everything Housing and Lumber With Us
Feb 22, 2024
EP 63: Is Lumber Going Down Before it goes Up?
Feb 08, 2024
EP 62: What Will European Lumber Imports Look Like In 2024?
Feb 01, 2024
EP 61: Early 2024 Market Update
Jan 25, 2024
EP 60: Southern Yellow Pine in Today's Market
Jan 18, 2024
EP 59: Welcome to ”The Lumber Word” 2024 Premiere!
Jan 12, 2024
EP 58: Farewell to 2023
Dec 22, 2023
EP 57: 2023 Wrapped for the Lumber Industry
Dec 14, 2023
EP 56: Reports from Asia and Europe with Russ Taylor
Dec 01, 2023
EP 55: A Large Framer Takes Control of the Lumber Procurement and Commodity Risk Management Process
Nov 16, 2023
EP 54: Debrief on Lumber after a 2-week move and the NAWLA Traders Market
Nov 11, 2023
EP 53: Lumber Trends and Insights with guest Joe Pepe from LMC
Oct 26, 2023
EP 52: Lumber’s Market Pulse: Insights with Kyle Little
Oct 19, 2023
EP 51: Navigating Market Dynamics and Challenges
Oct 12, 2023
EP 50: Economic Insights into Housing Trends with Lance Lambert
Oct 05, 2023
EP 49: Lumber Futures 101
Sep 29, 2023
EP 48: Post Lumber Industry Event Rundown
Sep 22, 2023
EP 47: The Changing of Seasons for Lumber
Sep 15, 2023
EP 46: Lumber’s Unknown Unknowns
Sep 14, 2023
EP 45: Your buying what in lumber?
Aug 30, 2023
EP 44: Lumber Climbing the Wall of Worry Episode
Aug 24, 2023
EP 43: Late Summer Lumber Rally!
Aug 16, 2023
EP 42: The Lumber Word Episode 42
Aug 09, 2023
The Lumber Word
Jul 28, 2023