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 market, discussing interest rates, housing supply, and what economic signals mean for the future of housing. He also weighs in on whether we’re in a recession and offers predictions for the prices of new and existing homes. Tune in for this insightful conversation and stay ahead in the housing sector!
For more insights from Brian, visit First Trust and sign up for their free newsletter.

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 engaging update about last week's mood at the Inland golf outing. Gregg follows up with a detailed breakdown of today's housing starts data, providing valuable insights for our listeners. The team then takes a comprehensive look at the market, analyzing supply and demand trends. Plus, did Ashley call a bottom in lumber? Tune in to find out! We wrap up the episode with a fun segment of marry, date, or dump, which we haven't done in a while.

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. Ever wonder what's going on with supply and demand? We've got you covered as we dive deep into consumption and production figures. We also share our projections for the housing market through the rest of 2024 and into 2025. Plus, we'll update you on the ongoing US/Canada cross-border lumber dispute. If you want to get a true feel for the pulse of the lumber world, this is the episode you can't miss!

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 species. With four consecutive down months, we explore whether we've hit the bottom or if there's more to come. The crew breaks down the market structure, examining who's long, who's short, and who's potentially thriving or struggling.
To understand past market behaviors, we delve into the physical lumber market and analyze a fascinating chart of housing starts since the 1960s. As we wrap up, we offer hope and actionable ideas for navigating these turbulent times. Tune in to become smarter, more informed, and dapper. Don't miss this insightful episode!

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 into the lumber industry's looming challenges this year. Are prices ever going to rise? Are production costs as high as producers claim? What will be the tipping point for change?
We explore these pressing questions and more, providing our listeners with insights into what we see and feel as we look ahead to 2024. Tune in for an engaging and informative discussion on the current state and future of the lumber market.

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 latest on the lumber market, housing starts, and market structure. Discover the crucial information Ashley relies on daily and weekly, including the Commitment of Traders reports, Volume, and Open Interest, which reveal a lot about the lumber market.
Ashley shares insights from a recent conversation with a home-building expert about risk management, emphasizing the importance of education in the industry. Plus, get Ashley’s take on what you should be considering as the lumber saga unfolds. This episode is packed with insider secrets and tricks that most people won't share. Don't miss out!

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, Rob has built a stellar reputation for his expertise and client relationships.
We kick things off with a deep dive into the cash lumber market before unraveling the intense "Market Structure" standoff between Industry Longs and Fund Shorts. This could turn into a wild ride as both sides face crucial decisions about rolling. Stick around until the end for our predictions on where the market is headed in the next 30 days.
Get ready for a thrilling discussion that will keep your lumber excitement levels high. Download and listen now!

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 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!

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 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.
 

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 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!