EP 164: The K-Shaped Economy—Who’s Pulling the Wagon?
Ashley, Gregg, Matt, and Charles are joined by Brian Wesbury, Chief Economist at First Trust Advisors, a bestselling author, and one of the most sought-after voices in macroeconomics today. When markets get noisy, Brian’s the guy cutting through it with data and conviction.
The crew dives into the macro forces shaping lumber—from government spending and the “K-shaped” economy to housing completions, freight spikes, and regional demand shifts.
They break down why affordability is still broken, what’s driving trucking chaos, and whether strong Southern demand can carry the market forward…
The skinny
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