Shows / The Lumber Word
The Lumber Word
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…
Episodes
- The Lumber Word
EP 189: Buy, Buy, Buy? The Lumber Market’s Next Big Trade
Is the lumber market approaching one of the best buying opportunities of the year—or are buyers still too early? In Episode #189, Ashley Boeckholt, Gregg…
- The Lumber Word
EP 188: Low Inventories, Lower Expectations — What’s Holding Lumber Up?
The lumber market is sending mixed signals. Buyers are keeping inventories lean, mills are struggling to maintain profitability, and housing demand continues…
- The Lumber Word
EP 186: Back to the Lumber Futures — Short Funds and the Last Lumber Cowboys
Lumber prices are soft—but the demand picture may surprise you. Scott Hall of Matheus Lumber joins The Lumber Word crew to explain why his company’s lumber…
- The Lumber Word
EP 185: Something Has to Give in Lumber — Dustin Jalbert
AI, data centers and lumber? They're more connected than you might think. Dustin Jalbert, Economist and Director of Wood Products & Timber at Fastmarkets…
- The Lumber Word
EP 184: How Random Lengths Really Reports the Lumber Market — Mary Hansen
What goes into a Random Lengths lumber price assessment? Mary Hansen of Fastmarkets Random Lengths joins The Lumber Word for a behind-the-scenes look at some…
- The Lumber Word
EP 183: Nobody Wants Lumber — Even With Inventories Running on Fumes
The lumber market is heading into Q4 with an unusual setup: inventories across the supply chain appear extremely lean, yet buyers still aren't willing to take…
- The Lumber Word
EP 182: The Lumber Market Is Strongly Sideways
The lumber market is moving plenty of volume—but not necessarily going anywhere. This week, Ashley, Gregg and Charles are joined by Bart Charles to break down…
- The Lumber Word
EP 181: Are the Funds Now the Smart Money in Lumber?
Is the lumber market finally trying to put in a bottom—or is this just another bounce before seasonal weakness takes over? This week on The Lumber Word…
- The Lumber Word
EP 180: $500 Lumber? The Market Is Sending a Message
The lumber market is getting interesting again—and the signals aren’t exactly lining up. Ashley, Gregg, and Matt break down a market where demand remains…
- The Lumber Word
Episode 179: Don’t Sell the Bottom
The lumber market has cooled off — but has it found a bottom? This week on The Lumber Word, Ashley, Gregg, Matt and Charles break down a market where you can…
- The Lumber Word
EP 178: Is It Time to Buy? | Sig Thoma on Housing, OSB, Futures & the Next Market Move
The lumber market just dropped roughly $100 in three weeks - but is the selloff creating the next big buying opportunity? In Episode #178 of The Lumber Word…
- The Lumber Word
EP 177: NAWLA Opens the Doors, Southern Pine Opportunity & Lumber Market Outlook
This week on The Lumber Word, Ashley Boeckholt, Gregg Matt, and Charles welcome Kyle Little, COO of Sherwood Lumber and Immediate Past Chair of NAWLA, for an…
- The Lumber Word
EP 176: Lumber Market Crossroads: Supply Cuts, Futures Strategy & Why Demand Is Better Than You Think
The lumber market may feel quiet, but beneath the surface, major forces are shaping the second half of 2026. In Episode 176 of The Lumber Word, Ashley, Gregg…
- The Lumber Word
EP 175: Lumber Market Crossroads: Is $700 2x4 SPF Coming? Pine, Western Species & the Next Big Trade
The lumber market may feel quiet—but beneath the surface, major shifts are taking place. In Episode #175 of The Lumber Word, Ashley Boeckholt, Greg Riley, Matt…
- The Lumber Word
EP 174: Running Out of Wood? Russ Taylor on the Market Nobody Saw Coming
Russ Taylor of Russ Taylor Global returns to The Lumber Word for a deep dive into one of the most fascinating lumber markets in years. The crew discusses…
- The Lumber Word
EP 173: The Lumber Market Just Changed—and Most People Haven't Noticed
Episode Summary Episode #173 welcomes returning guest Mike Wisnefski of Westline Capital for an in-depth discussion on the evolving lumber market. The panel…
- The Lumber Word
EP 172: Lumber Market Rally: Inventory Panic, Freight Crunch & Why Prices Could Keep Climbing
Matt Layman returns to The Lumber Word for an in-depth discussion on one of the hottest topics in the lumber industry: the summer lumber rally. With…
- The Lumber Word
EP 171: The Bull Market Nobody Believes In (Yet)
The lumber market may be sending its clearest signal of 2026: supply is shrinking, inventories are lean, and futures are leading the charge higher. In Episode…
- The Lumber Word
EP 170: Freight Is Eating the Lumber Market
This week on The Lumber Word, the crew tackles the biggest issue in lumber today: freight. From Buffalo reloads buried under railcars to Southern Pine mills…
- The Lumber Word
EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge
The crew breaks down a lumber market that feels calm on the surface but is getting tighter underneath. Trucking is a disaster, inventories stay lean, mills are…
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EP 168: Is Lumber Coiling for a Summer Breakout?
This week on The Lumber Word, Matt, Gregg, Ashley, and guest Mike Wisnefski from Westline Capital Strategies break down one of the most interesting lumber…
- The Lumber Word
EP 167: Is Lumber Quietly Setting Up for Another Bull Run?
This week on The Lumber Word, Ashley, Gregg, Matt, and Charles break down one of the more confusing lumber markets in recent memory. Despite fears coming out…
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EP 166: Is Freight the Real Lumber Market Right Now?
This week’s episode breaks down a confusing lumber market where price prints don’t reflect reality. Southern Pine appears to be selling off, but much of the…
- The Lumber Word
EP 165: Spring-time Round Up
Summary Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market. Truck demand is…
- The Lumber Word
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…
- The Lumber Word
EP 163: Paywalls, Pine Rips, and Freight Freakouts
Holy Week edition with a major announcement—The Lumber Word is going subscription for people wanting to listen first! The crew breaks down what that means, why…
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EP 162: Is Lumber Having Its WTF Moment?
Mike Logelin (Gulf Coast Shelter) is back and breaking down what it really looks like to build a lumber business from the ground up—team building, growing…
- The Lumber Word
EP 161: Miss It Today, Pay Up Tomorrow
The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why…
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EP 160: Freight Shock and the Sneaky Lumber Rally
Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run. The lumber market flipped fast this week. Freight costs surged…
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EP 159: The Fog of War
The lumber market is deep in the **fog of war**. Freight is tightening, trucking rates are jumping, and species spreads are shifting fast. In Episode #159…
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EP 158: Equilibrium or Explosion?
Kip Fotheringham joins the crew to break down a lumber market that feels coiled. Canadian shipments are down 30% year-over-year. Inventory on the ground is…
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EP 157: Euro Pressure, Pine Pivots & A Flattening Curve
This week, we welcome Thomas Mende back to break down what’s really happening in the lumber market. Eastern Spruce is showing selective discounts (especially…
- The Lumber Word
EP 156: : Quiet… or Weak?
Is the lumber market quiet… or is it weak? That’s the debate this week on The Lumber Word Podcast. Charles breaks down how SYP is trading — some items are…
- The Lumber Word
EP 155: Recalibrating the Lumber Compass
Senior Economist Dustin Jalbert from Fastmarkets is back, and that means it’s time to stress-test the lumber market. We dig into real supply and demand, where…
- The Lumber Word
EP 154: "You sent me the same lumber job inquiry for two weeks?”
Two familiar faces are back as Bart Charles and Matt Layman join us to break down a lumber market that just won’t quit. Prices across all species are climbing…
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EP 153: When the Phones Don’t Stop Ringing
The lumber market keeps showing strength across all species. Gregg and Matt discuss longer-term multifamily projects starting to appear, while Charles breaks…
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EP 152: The Dilbert Curve of Lumber: When Reality Bends, and Prices Move
This episode of The Lumber Word is dedicated to Scott Adams, who passed away this week. One of the main reasons this podcast exists is because of his…
- The Lumber Word
EP 151: Are you Reelin’ in the Lumber Years!
Matt, Gregg, Ashley, and Charles kick off the New Year by breaking down the flow of lumber heading into 2026. From what different species are doing to why…
- The Lumber Word
EP 150: Fuel for the Next Move
Alex Mead from StoneX joins Gregg, Matt, Ashley, and Charles for a milestone Episode 150 packed with market insight. The group breaks down current lumber…
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EP 149: Rudderless or Ready to Turn?
Industry veteran Sig Thoma joins Gregg, Matt, and Ashley to break down a lumber market searching for direction. The crew digs into mill fixed costs, why…
- The Lumber Word
EP 148: Grateful in the Grind
In Episode #148 of The Lumber Word, Matt, Gregg, Charles and Ashley sit down with Kyle Little, COO of Sherwood Lumber and current NAWLA Chairman, to talk about…
- The Lumber Word
EP 147: Fatigue, Fear, and the Great Curtailment No-Show
This week we welcome back one of our favorite guests — and sponsor — Matt Layman. The crew breaks down the strange mood gripping the industry: no curtailments…
- The Lumber Word
EP 146: Post Kansas City Breakdown
Gregg, Matt, and Ashley dive right in this week after a jam-packed NAWLA Traders event in Kansas City. The trio breaks down the mood coming out of the show —…
- The Lumber Word
EP 145: When Unplugging Doesn’t Work
This week on The Lumber Word, the crew welcomes Patrick Teoli, IT specialist and owner of BluCirrus, to tackle all those tech questions that “just unplug it…
- The Lumber Word
EP 144: Good-Dealed to Death — Seasonal Weakness or Strength Ahead?
Matt, Gregg, Charles, and Ashley are back on track this week talking about what might be the calm before the next lumber storm. The crew breaks down the quiet…
- The Lumber Word
EP 143: Mid-October Round Up
Gregg, Charles, and Ashley kick things off with a deep dive into Southern Pine curtailments — and why they still haven’t kicked in. The crew then runs through…
- The Lumber Word
EP 142: Underbought, Overproduced, or Just Confused?
We jump right in by challenging each other on the ultimate lumber question — what would hurt the most people the most: prices going up or down? From there…
- The Lumber Word
EP 141: Tariffs, Costs & the $800 Question
Russ Taylor joins Matt, Gregg, and Ashley to unpack tariffs, production costs, and the week’s price moves. Could lumber really hit $800 MBF in Q1? Tune in for…
- The Lumber Word
EP 140: Market Check-in with Dustin Jalbert
Dustin Jalbert from Fastmarkets is back with us this week, and the crew dives deep into the latest twists in the lumber market. Charles kicks things off with a…
- The Lumber Word
EP 139: Bottoms, Blips, and Behind the Paywall
Charles is back from wrangling cattle, Matt’s out in Texas, and Ashley and Gregg return from a wedding to dive into the latest lumber talk. Curtailment…
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EP 138: Reading the Lumber Market Warnings with Stinson Dean
Stinson Dean from Revol Building Solutions joins Matt, Gregg, and Ashley to break down the latest lumber market signals. Fresh off his feature in The Wall…
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EP 137: Keys to the Lumber Castle
The Lumber Word crew is back with special guest Rob Cross from StoneX, a veteran voice in the lumber industry. Gregg may have handed out the keys to the lumber…
- The Lumber Word
EP 136: Inflation, Rates, and Lumber’s Selloff—A Fireside Chat with Brian Wesbury
In Episode #136 of The Lumber Word Podcast, Matt, Gregg, and Ashley take the lead while Charles tends to the cattle. This week’s guest is none other than Brian…
- The Lumber Word
EP 135: Sitting on Hands
Matt, Charles, and Ashley run the desk while Gregg’s in Canada. With light trading, mills sitting still, and buyers hesitant, the market’s stuck in confusion…
- The Lumber Word
EP 134: Futures Drop & Builder Playbooks
This week, we’re calling our shot on just how low September Lumber Futures could go—and why a cash market adjustment may be right behind it. If you’re buying…
- The Lumber Word
EP 133: Lumber Lows: Inflection Points, Mills Uncertainty, and Timber Tactics in a Shaky Market
Join hosts Matt, Gregg, Ashley, and Charles for Episode #133 of "The Lumber Word" Podcast, your weekly deep dive into the wild world of lumber markets. This…
- The Lumber Word
EP 132: Can You Hedge Your House?
This week we’re joined by John H. Dolan, independent market maker for the CME S&P Case-Shiller Home Price Index futures. John breaks down how the index works…
- The Lumber Word
EP 131: Midsummer Check-in
Russ Taylor of Russ Taylor Global is back, and he’s bringing the global heat! We kick off with the current AD/CVD drama and whether Southern Yellow Pine…
- The Lumber Word
EP 130: The Return of Matt—and the Forecast You Didn’t Know You Needed
Matt is back in the saddle for Episode #130 with a recap of the Inland Lumber producers' outing—including what he saw, heard, and how it might impact your…
- The Lumber Word
EP 129: The Price Is (Already) Right?
Bart Charles returns, and we’re not mad about it. This week, we unpack the buzz around Hem-Fir now being deliverable on the CME lumber contract—try to stay…