The Lumber Word Ashley Boeckholt

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 lumber cycle, exploring key insights and trends that are shaping the market.

Our lively discussion covers Southern Yellow Pine (SYP), the stalling multi-family housing market, and the mindset of buyers and sellers. We delve into the supply-demand equilibrium and debate whether the market has hit bottom or if there’s more downside to come.

Additionally, we share some classic lumber trading war stories, adding a touch of nostalgia and humor to the conversation. Tune in for an informative and entertaining episode that promises to make you smarter and better looking by the end!

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 offers a brief prognostication on lumber price movements over the next 60 days.

In the latter half of the episode, Ashley delves into the genesis of ”The Lumber Word,” unveiling new additions to the podcast format and future directions. The episode also highlights our stakeholders, detailing who the podcast serves and our growth plans.

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 topics, from OSB and lumber to everything in between. Join us as we explore why the industry still holds a lot of hope and discuss the reasons behind the CME’s significant premium over cash prices. Whether you’re a seasoned lumber trader or just curious about the lumber market, this episode is packed with insights you won’t want to miss. Tune in now!

In this episode of ”The Lumber Word,” we delve into the dynamics surrounding the May lumber futures expiration. We analyze the Builders’ Confidence Index, housing starts, lumber shipments, and the impact of European imports on the market. Our conversation is lively as we discuss strategies for navigating current lumber price levels, including whether to buy forward or adopt a buy-and-hold approach. Tune in for expert insights and practical tips on managing lumber investments amidst evolving market conditions.

”The Lumber Word” Podcast Episode #74 welcomes Kyle Litte, COO of Sherwood Lumber, to a lively discussion on market trends. From a shift from bearish to bullish sentiments, we delve into the balance between optimism and caution. Exploring potential landmines in the lumber industry, we provide valuable insights into supply and demand dynamics. Our episode is packed with expert analysis, offering listeners a comprehensive view of where lumber and panel prices are heading in 2024. Join us as we navigate the intricacies of the market and forecast the trends that will shape the year ahead.

This week on ”The Lumber Word,” hosts Matt, Charles, Gregg, and Ashley dive into the depths of the lumber market, exploring the seriousness of recent curtailment announcements. They question whether some industry optimists may have overly high expectations and ponder if we’ve reached rock bottom. Analyzing market trends, they uncover unsustainable numbers and offer insights into managing risk. From discussing market realities to sharing valuable tips, this episode promises to deliver valuable perspectives for anyone questioning how to navigate lumber values. Tune in for a rich discussion that’s sure to leave you informed and engaged.