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

Episode 166

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…

5 months, 1 week ago

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EP 165: Spring-time Round Up

Episode 165

Summary

Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market.

Truck de…

5 months, 3 weeks ago

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

Episode 164

Ashley, Gregg, Matt, and Charles are joined by Brian Wesbury, Chief Economist at First Trust Advisors, a bestselling author, and one of the most soug…

6 months ago

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EP 163: Paywalls, Pine Rips, and Freight Freakouts

Episode 163

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 …

6 months, 1 week ago

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EP 162: Is Lumber Having Its WTF Moment?

Episode 162

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, gr…

6 months, 1 week ago

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EP 161: Miss It Today, Pay Up Tomorrow

Episode 161

The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down …

6 months, 3 weeks ago

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EP 160: Freight Shock and the Sneaky Lumber Rally

Episode 160

Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run.

The lumber market flipped fast this week. Freight costs …

6 months, 4 weeks ago

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EP 159: The Fog of War

Episode 159

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…

7 months ago

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EP 158: Equilibrium or Explosion?

Episode 158

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 gro…

7 months, 2 weeks ago

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

Episode 157

This week, we welcome Thomas Mende back to break down what’s really happening in the lumber market.

Eastern Spruce is showing selective discounts (e…

7 months, 2 weeks ago

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