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EP 136: Inflation, Rates, and Lumber’s Selloff—A Fireside Chat with Brian Wesbury

Episode 136

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 …

1 year, 1 month ago

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EP 135: Sitting on Hands

Episode 135

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 c…

1 year, 1 month ago

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EP 134: Futures Drop & Builder Playbooks

Episode 134

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’r…

1 year, 1 month ago

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EP 133: Lumber Lows: Inflection Points, Mills Uncertainty, and Timber Tactics in a Shaky Market

Episode 133

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 market…

1 year, 2 months ago

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EP 132: Can You Hedge Your House?

Episode 132

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 ind…

1 year, 2 months ago

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EP 131: Midsummer Check-in

Episode 131

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 P…

1 year, 2 months ago

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EP 130: The Return of Matt—and the Forecast You Didn’t Know You Needed

Episode 130

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…

1 year, 2 months ago

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EP 129: The Price Is (Already) Right?

Episode 129

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 t…

1 year, 3 months ago

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EP 128: Is SPF Just Coasting on Reputation?

Episode 128

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 w…

1 year, 3 months ago

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EP 127: The Basis is Hot, But Bart is Cooler

Episode 127

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…

1 year, 3 months ago

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