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 128: Is SPF Just Coasting on Reputation?
Matt and Charles join Ashley to break down what’s going on in the commodity lumber market as we wrap up June. The crew dives into SPF and questions whether…
- The Lumber Word
EP 127: The Basis is Hot, But Bart is Cooler
This week, Matt and Ashley are joined by Bart Charles from Atlantic Forest Products, one of the top cash and futures traders in North America. We dig into what…
- The Lumber Word
EP 126: Quiet Deals, Big Feels, and a Greggless Few Weeks
With Gregg off to Europe for a few weeks, the rest of the crew held down the fort and had plenty to unpack. We kicked things off by acknowledging the…
- The Lumber Word
EP 125: Whose Pick Is It Anyway?
The crew is back together for a jam-packed episode! Matt returns from his travels, and we hit the mailbag to tackle listener questions before diving into…
- The Lumber Word
EP 124: The Lumber Word Podcast
While Matt’s off living la dolce vita in Rome, Charles, Greg, and Ashley hold down the fort with a special guest—Russ Taylor from Russ Taylor Global. Fresh off…
- The Lumber Word
EP 123: The New Southern Pine Lumber Futures Contract at the CME
In our second drop of the week, Ashley sits down with Alison Coughlin from the CME Group to unpack the newly launched Southern Yellow Pine (SYP) Lumber Futures…
- The Lumber Word
EP 122: Supply Push Takes the Wheel
The full crew's back before Matt jets off to Spain, and there’s a lot to unpack. What’s up with the Section 232 inquiry into lumber? Are we looking at more…
- The Lumber Word
EP 121: The Playbook is Out: Bulls, Bears & Big Bets in Lumber
Matt, Gregg, Charles, and Ashley lay out their trading strategies for the next 30 days. Are we headed lower, or is a bounce coming? Find out who’s buying spot…
- The Lumber Word
EP 120: Spring Market Review
Matt, Gregg, and Ashley reconvene after a week off to discuss the current state of the lumber market. Charles was out but will be back next week. They analyze…
- The Lumber Word
EP 119: European Lumber's U.S. Port Pinch & Southern Yellow Pine's Wild Regional Spreads
Join us for an insightful conversation with Thomas Mende of Binderholz, a leading expert in European lumber manufacturing, the largest importer of dimension…
- The Lumber Word
EP 118: "Montreal to Market Moves: What Lumber Traders Need to Know
The crew is back from Montreal, and Episode #118 kicks off with a debrief on what it’s like returning to the grind after the high energy of the convention…
- The Lumber Word
EP 117: Live from The Montreal Wood Convention
Charles, Ashley, Gregg and Dustin go live onstage in Montreal. The #1 lumber podcast breaks down their thoughts on the convention. What did we feel coming to…
- The Lumber Word
EP 116: Lumber, You’re Still Dangerous. But You Can Be My Wingman Anytime
With the full lumber crew—Matt, Charles, Gregg, and Ashley—dive deep into the current state of the lumber market as April kicks off. From SYP oddities to the…
- The Lumber Word
EP 115: "Lumber Tariff Built-In or Baked Out Price?" w/ Matt Layman
Matt Layman is back, and we start cranking early. From builder earnings to home sale trends, we dig into what’s driving the housing and lumber machine right…
- The Lumber Word
EP 114: FHA Exposé
Ashley, Matt, Gregg, Charles, and guest John Comiskey, a mortgage tech veteran and data sleuth, dive deep into the alarming rise of FHA loan delinquencies and…
- The Lumber Word
EP 113: If You’re Not Listening to The Lumber Word, You Might as Well Be Getting Market Advice from a Used Car Lot
Matt, Gregg, Ashley, and Charles take a deep dive into the SYP spread against Canadian lumber—what does it signal for the market? With everyone suddenly having…
- The Lumber Word
EP 112: Kyle Little: Big Calls & Bold Takes on Lumber’s Future
Kyle Little, COO of Sherwood Lumber and frequent CNBC personality, joins The Lumber Word—and he does not disappoint! In this jam-packed episode, we break down…
- The Lumber Word
EP 111: The Tariff Talk We Never Want to Have Again
On this week’s episode of The Lumber Word, we give away a ton of valuable insights—because that’s what the #1 lumber podcast in North America does! We kick…
- The Lumber Word
EP 110: The Trading Campfire: Undervalued Items, Lumber Prognostication and Polished Knowledge
Pull up a chair at the mill’s fishing camp because this episode is packed with classic lumber trader BS, war stories, and some useful market insights. We kick…
- The Lumber Word
EP 109: Retired for Now. Legendary Forever. The Mike Logelin Story
The Lumber Word welcomes a true legend of Lumber Trading—Mike Logelin—fresh off his retirement after 35 years of wheeling and dealing across the entire lumber…
- The Lumber Word
EP 108: Housing Market Deep Dive
The Lumber Word team welcomes back Chris Beard, Director of Building Products Research at John Burns Research & Consulting, for another deep dive into the…
- The Lumber Word
EP 107: The Lumber Bet: Tariff or No Tariff?
In this episode of The Lumber Word, we bring on Canadian lumber supply expert and seasoned trader Kip Fotheringham to break down the hard numbers on North…
- The Lumber Word
EP 106: Housing, Tariffs, and Mill Strategies: Insights with Sig Thoma
Sig Thoma is back on The Lumber Word to share his decades of expertise in the lumber industry! We dive headfirst into the 2024 housing final numbers and their…
- The Lumber Word
EP 105: Navigating Tariff Turmoil, Builders’ Mortgages, and Lumber Market Madness with Dustin Jalbert
Back by popular demand, Dustin Jalbert, Senior Economist of Wood Products at Fastmarkets, returns to The Lumber Word podcast for an insightful deep dive into…
- The Lumber Word
EP 104: Welcome to 2025
Welcome to The Lumber Word Podcast, your go-to source for all things lumber and construction materials! This week, Matt, Gregg, Charles, and Ashley are kicking…
- The Lumber Word
EP 103: Bold Predictions with Economist Brian Wesbury
In this episode of The Lumber Word, we welcome the return of Brian Wesbury, one of the nation’s leading economists, and the Chief Economist at First Trust…
- The Lumber Word
EP 102: Interholiday Roundup
Gregg, Matt, and Ashley delve into the tumultuous lumber market over the past few weeks. They are joined by Casey O'Neil, who provides essential data on the…
- The Lumber Word
EP 101: Permits, Progress, and Predictions
Gregg and Ashley welcome James Gallagher, CEO and co-founder of GREENLITE Technologies, to the podcast. James shares how GREENLITE is revolutionizing the…
- The Lumber Word
100 Episodes Strong: The Lumber Word Leading the Way in Industry Insight
In this milestone episode, Matt, Gregg, Charles, and Ashley celebrate 100 episodes of sharing valuable lumber industry insights. They kick things off by…
- The Lumber Word
EP 99: November Southern Yellow Pine Sell-Off
"The Lumber Word" podcast, hosts Charles, Matt, and Ashley delve into the current market dynamics across various lumber species. They observe that while…
- The Lumber Word
EP 98: Global Wood Summit Recap & 2025 Market Predictions
Gregg and Ashley are back from the Global Wood Summit in Vancouver and bring Matt up to speed on everything he missed. They dive into insights from the Summit…
- The Lumber Word
EP 97: Live from the Global Wood Summit
The Lumber Word takes the show on the road and does Episode #97 in front of the live audience. Gregg, Ashley, and Charles talk about what they heard the last…
- The Lumber Word
EP 96: Barking up the Right Tree with Sig Thoma
Join industry veteran Sig Thoma as he dives deep into the factors shaping lumber pricing. Matt and Ashley get Sig's insights on housing affordability, who are…
- The Lumber Word
EP 95: Lumber Flow Forecasts & That $11 Billion Potential Split
In this episode, Matt, Gregg, and Ashley dive into a week packed with events shaking up the lumber world. How does the flow of lumber look now, and what can we…
- The Lumber Word
EP 94: Just Past Time: Lumber Procurement Method
In this episode, Charles DeLaTorre joins us. We break down how #lumber users are adopting the JPT (Just Past Time) inventory method and what it means for the…
- The Lumber Word
EP 93: Forecasting the Future with Chris Beard from John Burns Research & Consulting
This week on The Lumber Word, we’re joined by Chris Beard from John Burns Research & Consulting! I’ve seen them at events, and they are the OG of research in…
- The Lumber Word
EP 92: The Lumber Edge: Smarter Strategies, Emerging Premium Scramble, Sharper Predictions
In this episode, Matt, Gregg, and Ashley dive into the post-curtailment lumber world, sharing their seasoned lumber trading insights as they try to make sense…
- The Lumber Word
EP 91: Boosting Your Lumber Game with Charles DeLaTorre
In this jam-packed episode, we’re joined by a friend, and lumber industry expert Charles DeLaTorre to upgrade our SYP knowledge. It’s been a whirlwind week in…
- The Lumber Word
EP 90: Fast Times in the Lumber Market: Is This Our ‘Learn It. Know It. Live It.’ Moment?
In Episode #90 of "The Lumber Word Podcast," Gregg, Matt, and Ashley dive deep into the current lumber market, debating whether we're at the peak or just…
- The Lumber Word
EP 89: Lumber Ain’t Nuthin’ but a G Thang: Breaking Down the Lumber Market with Russ Taylor
In this episode, we're excited to have Russ Taylor from Russ Taylor Global joining us! We kick things off by chatting about his upcoming event, the Global Wood…
- The Lumber Word
EP 88: Our Lumber Listeners Stay about 4 Months in Front of the Pack
In this episode, we welcome Joe Pepe from LMC to help us break down the current state of the lumber market. We dive into where we stand in the lumber cycle—is…
- The Lumber Word
EP 87: Diving Deep on this Lumber Move with Charles DeLaTorr
In this week's episode of "The Lumber Word," we are joined by Charles DeLaTorre, owner of Industrial Forest Products. Get ready for a lively discussion as we…
- The Lumber Word
EP 86: Back To Zero Or Up $100+ MBF More In The Next Month?
In this episode of "The Lumber Word," Matt, Gregg, and Ashley dive into the recent lows in lumber pricing and discuss the recent strength of the past three…
- The Lumber Word
EP 85: Is Housing Recession-proof This Time?
In this week's episode of The Lumber Word, we’re joined by Brian Wesbury, Chief Economist for First Trust. Brian shares his expert analysis of the housing…
- The Lumber Word
Ep 84: Navigating the Silent Signals of a Possible Lumber Bottom
In this episode of "The Lumber Word," Matt, Gregg, and Ashley are all back together to dive deep into the current lumber market. Matt kicks it off with an…
- The Lumber Word
EP 83: The Lumber Zeitgeist: Market Insights with Dustin Jalbert
In this episode, we're joined by Dustin Jalbert, Senior Economist at Wood Products Fastmarkets RISI, to unravel the current zeitgeist of the lumber market…
- The Lumber Word
EP 82: Four Down Months! Are We There Yet?
In Episode #82 of "The Lumber Word," we welcome back Charles DeLaTorre to dive deep into the Southern Yellow Pine (SYP) market, along with all other traded…
- The Lumber Word
EP 81: Navigating the Stormy Seas of Lumber
In this episode of "The Lumber Word," the team is joined by a special guest, Earl Heath, head analyst from Madison's Lumber Reporter. Together, we dive deep…
- The Lumber Word
EP 80: Unlocking Lumber's Secrets
In this solo episode of "The Lumber Word," Ashley takes the reins while Gregg and Matt are away (they’ll be back next week!). Tune in as Ashley dives into the…
- The Lumber Word
Episode #79: The Lumber Word
Join us for an exciting episode as we welcome Robin Cross, a renowned lumber trader and broker, to the show. With years of experience in CME lumber futures…
- The Lumber Word
Episode #78: The Lumber Market Giveth and the Lumber Market Taketh Away
In this week's episode of "The Lumber Word," we are thrilled to be joined by Matt Layman from www.laymansguide.com. We dive deep into the current state of the…
- The Lumber Word
EP 77: Where TLW Came From And Where it Is Going
In this abbreviated episode of "The Lumber Word," Ashley provides a succinct overview of the lumber market since last week. He discusses key observations and…
- The Lumber Word
EP 76: Lumber Longs’ Texas Hedge Dilemma, Battle the Short Funds
Welcome to Episode #76 of "The Lumber Word"! Today, we're diving into the sluggish lumber market with our recurring guest, Casey O'Neil. We'll cover a range of…
- The Lumber Word
EP 75: You Need To Stop Going Down Before You Can Go Up
In this episode of "The Lumber Word," we delve into the dynamics surrounding the May lumber futures expiration. We analyze the Builders' Confidence Index…