Podcast Index

Podcasts

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The Lumber Word

Business

The Lumber Word

Ashley Boeckholt

EP 174: Running Out of Wood? Russ Taylor on the Market Nobody Saw Coming

July 09, 2026 5:36am 48 min

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 shrinking North American production, tightening inventories, Canad...

EP 173: The Lumber Market Just Changed—and Most People Haven't Noticed

June 25, 2026 4:47am 53 min

Episode Summary Episode #173 welcomes returning guest Mike Wisnefski of Westline Capital for an in-depth discussion on the evolving lumber market. The panel explores lessons from the Southern Pine Conference, why the CME...

EP 172: Lumber Market Rally: Inventory Panic, Freight Crunch & Why Prices Could Keep Climbing

June 18, 2026 5:17am 55 min

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 inventories running lean, freight markets tightening, and mills extendi...

EP 171: The Bull Market Nobody Believes In (Yet)

June 11, 2026 4:56am 45 min

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 171, the crew welcomes industry veteran Kip Fotheringham for ...

EP 170: Freight Is Eating the Lumber Market

June 05, 2026 5:27am 56 min

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 struggling with transportation costs, the conversation centers ...

EP 169: Commando Lumber Trading: Tight Wood, No Trucks, No Hedge

May 21, 2026 5:29am 53 min

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 not panicking, and buyers still have not adjusted. 0:00-4:00...

EP 168: Is Lumber Coiling for a Summer Breakout?

May 14, 2026 5:14am 1:08

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 markets in years. The crew discusses low volatility, lean invento...

EP 167: Is Lumber Quietly Setting Up for Another Bull Run?

May 07, 2026 5:51am 56 min

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 of Montréal, buyers haven’t really changed behavior, trucking ...

EP 166: Is Freight the Real Lumber Market Right Now?

April 30, 2026 5:19am 51 min

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 move is driven by rising and volatile freight costs rather than...

EP 165: Spring-time Round Up

April 17, 2026 6:12am 51 min

Summary Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market. Truck demand is hot, rail is lagging, and inventories are being drawn down whil...

EP 164: The K-Shaped Economy—Who’s Pulling the Wagon?

April 09, 2026 5:44am 57 min

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’...

EP 163: Paywalls, Pine Rips, and Freight Freakouts

April 03, 2026 6:25am 54 min

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 timing matters in a 24–48-hour data market, and then dives ...

EP 162: Is Lumber Having Its WTF Moment?

March 28, 2026 5:51am 58 min

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 pains, and why patience matters in today’s market. Then the crew ...

EP 161: Miss It Today, Pay Up Tomorrow

March 19, 2026 5:37am 1:02

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 low-grade and studs are leading, freight is becoming a major constr...

EP 160: Freight Shock and the Sneaky Lumber Rally

March 12, 2026 6:00am 51 min

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, Canadian mills stepped back from truck shipments, and prices be...

EP 159: The Fog of War

March 06, 2026 5:34am 46 min

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, Ashley, Gregg, Matt, and Charles break down why flatbed capacity...

EP 158: Equilibrium or Explosion?

February 26, 2026 7:35am 47 min

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 near multi-year lows. Futures are trading at a discount to cash....

EP 157: Euro Pressure, Pine Pivots & A Flattening Curve

February 20, 2026 10:22pm 46 min

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 16’s), Southern Pine had midweek block buying, and Western lo...

EP 156: : Quiet… or Weak?

February 12, 2026 5:53am 52 min

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 moving, but others are dug in tight. Matt walks through what he...

EP 155: Recalibrating the Lumber Compass

February 05, 2026 5:50am 58 min

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 we are in the cycle, and what buyers and sellers are actually...

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