The Lumber Word
By Ashley Boeckholt
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Category: Investing
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Subscribers: 4
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Episodes: 100
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 |
|---|---|
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EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge
|
May 21, 2026 |
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EP 168: Is Lumber Coiling for a Summer Breakout?
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May 14, 2026 |
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EP 167: Is Lumber Quietly Setting Up for Another Bull Run?
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May 07, 2026 |
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EP 166: Is Freight the Real Lumber Market Right Now?
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Apr 30, 2026 |
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EP 165: Spring-time Round Up
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Apr 17, 2026 |
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EP 164: The K-Shaped Economy—Who’s Pulling the Wagon?
|
Apr 09, 2026 |
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EP 163: Paywalls, Pine Rips, and Freight Freakouts
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Apr 03, 2026 |
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EP 162: Is Lumber Having Its WTF Moment?
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Mar 28, 2026 |
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EP 161: Miss It Today, Pay Up Tomorrow
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Mar 19, 2026 |
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EP 160: Freight Shock and the Sneaky Lumber Rally
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Mar 12, 2026 |
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EP 159: The Fog of War
|
Mar 06, 2026 |
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EP 158: Equilibrium or Explosion?
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Feb 26, 2026 |
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EP 157: Euro Pressure, Pine Pivots & A Flattening Curve
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Feb 21, 2026 |
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EP 156: : Quiet… or Weak?
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Feb 12, 2026 |
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EP 155: Recalibrating the Lumber Compass
|
Feb 05, 2026 |
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EP 154: "You sent me the same lumber job inquiry for two weeks?”
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Jan 29, 2026 |
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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 |
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EP 151: Are you Reelin’ in the Lumber Years!
|
Jan 09, 2026 |
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EP 150: Fuel for the Next Move
|
Dec 18, 2025 |
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EP 149: Rudderless or Ready to Turn?
|
Dec 11, 2025 |
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EP 148: Grateful in the Grind
|
Dec 04, 2025 |
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EP 147: Fatigue, Fear, and the Great Curtailment No-Show
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Nov 20, 2025 |
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EP 146: Post Kansas City Breakdown
|
Nov 13, 2025 |
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EP 145: When Unplugging Doesn’t Work
|
Oct 30, 2025 |
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EP 144: Good-Dealed to Death — Seasonal Weakness or Strength Ahead?
|
Oct 24, 2025 |
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EP 143: Mid-October Round Up
|
Oct 16, 2025 |
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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 |
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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
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Sep 04, 2025 |
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EP 136: Inflation, Rates, and Lumber’s Selloff—A Fireside Chat with Brian Wesbury
|
Aug 28, 2025 |
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EP 135: Sitting on Hands
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Aug 22, 2025 |
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EP 134: Futures Drop & Builder Playbooks
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Aug 14, 2025 |
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EP 133: Lumber Lows: Inflection Points, Mills Uncertainty, and Timber Tactics in a Shaky Market
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Aug 07, 2025 |
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EP 132: Can You Hedge Your House?
|
Jul 31, 2025 |
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EP 131: Midsummer Check-in
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Jul 24, 2025 |
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EP 130: The Return of Matt—and the Forecast You Didn’t Know You Needed
|
Jul 17, 2025 |
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EP 129: The Price Is (Already) Right?
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Jul 10, 2025 |
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EP 128: Is SPF Just Coasting on Reputation?
|
Jun 26, 2025 |
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EP 127: The Basis is Hot, But Bart is Cooler
|
Jun 19, 2025 |
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EP 126: Quiet Deals, Big Feels, and a Greggless Few Weeks
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Jun 12, 2025 |
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EP 125: Whose Pick Is It Anyway?
|
Jun 05, 2025 |
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EP 124: The Lumber Word Podcast
|
May 29, 2025 |
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EP 123: The New Southern Pine Lumber Futures Contract at the CME
|
May 24, 2025 |
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EP 122: Supply Push Takes the Wheel
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May 22, 2025 |
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EP 121: The Playbook is Out: Bulls, Bears & Big Bets in Lumber
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May 15, 2025 |
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EP 120: Spring Market Review
|
May 09, 2025 |
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EP 119: European Lumber's U.S. Port Pinch & Southern Yellow Pine's Wild Regional Spreads
|
Apr 24, 2025 |
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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
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Apr 12, 2025 |
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EP 116: Lumber, You’re Still Dangerous. But You Can Be My Wingman Anytime
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Apr 03, 2025 |
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EP 115: "Lumber Tariff Built-In or Baked Out Price?" w/ Matt Layman
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Mar 28, 2025 |
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EP 114: FHA Exposé
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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 |
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EP 112: Kyle Little: Big Calls & Bold Takes on Lumber’s Future
|
Mar 06, 2025 |
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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 |
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EP 109: Retired for Now. Legendary Forever. The Mike Logelin Story
|
Feb 13, 2025 |
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EP 108: Housing Market Deep Dive
|
Feb 06, 2025 |
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EP 107: The Lumber Bet: Tariff or No Tariff?
|
Jan 30, 2025 |
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EP 106: Housing, Tariffs, and Mill Strategies: Insights with Sig Thoma
|
Jan 23, 2025 |
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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 |
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EP 103: Bold Predictions with Economist Brian Wesbury
|
Dec 19, 2024 |
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EP 102: Interholiday Roundup
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Dec 12, 2024 |
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EP 101: Permits, Progress, and Predictions
|
Dec 06, 2024 |
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100 Episodes Strong: The Lumber Word Leading the Way in Industry Insight
|
Nov 21, 2024 |
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EP 99: November Southern Yellow Pine Sell-Off
|
Nov 14, 2024 |
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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 |
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EP 95: Lumber Flow Forecasts & That $11 Billion Potential Split
|
Oct 05, 2024 |
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EP 94: Just Past Time: Lumber Procurement Method
|
Sep 26, 2024 |
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EP 93: Forecasting the Future with Chris Beard from John Burns Research & Consulting
|
Sep 20, 2024 |
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EP 92: The Lumber Edge: Smarter Strategies, Emerging Premium Scramble, Sharper Predictions
|
Sep 13, 2024 |
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EP 91: Boosting Your Lumber Game with Charles DeLaTorre
|
Sep 06, 2024 |
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EP 90: Fast Times in the Lumber Market: Is This Our ‘Learn It. Know It. Live It.’ Moment?
|
Aug 29, 2024 |
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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 |
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EP 87: Diving Deep on this Lumber Move with Charles DeLaTorr
|
Aug 08, 2024 |
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EP 86: Back To Zero Or Up $100+ MBF More In The Next Month?
|
Aug 01, 2024 |
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EP 85: Is Housing Recession-proof This Time?
|
Jul 25, 2024 |
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Ep 84: Navigating the Silent Signals of a Possible Lumber Bottom
|
Jul 18, 2024 |
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EP 83: The Lumber Zeitgeist: Market Insights with Dustin Jalbert
|
Jul 11, 2024 |
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EP 82: Four Down Months! Are We There Yet?
|
Jul 04, 2024 |
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EP 81: Navigating the Stormy Seas of Lumber
|
Jun 27, 2024 |
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EP 80: Unlocking Lumber's Secrets
|
Jun 21, 2024 |
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Episode #79: The Lumber Word
|
Jun 13, 2024 |
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Episode #78: The Lumber Market Giveth and the Lumber Market Taketh Away
|
Jun 06, 2024 |
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EP 77: Where TLW Came From And Where it Is Going
|
May 31, 2024 |
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EP 76: Lumber Longs’ Texas Hedge Dilemma, Battle the Short Funds
|
May 24, 2024 |
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EP 75: You Need To Stop Going Down Before You Can Go Up
|
May 16, 2024 |
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EP 74: Is anyone winning in this lumber market?
|
May 09, 2024 |
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EP 73: Did Someone Call The Bottom in Lumber on TLW?
|
May 03, 2024 |
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EP 72: Timber Tremors: Navigating the Lumber Market’s Wild Ride to a Future of Uncertain Potential
|
Apr 25, 2024 |
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EP 71: Commodity lumber trading is never as good or as bad as it seems
|
Apr 18, 2024 |
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EP 70: Will the Real Lumber Supply and Demand Please Stand Up?
|
Apr 04, 2024 |