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Artwork for The Lumber Word

The Lumber Word

Ashley Boeckholt
Lumber Market
Lumber Market Trends
Southern Yellow Pine
Tariffs
Housing Market
Inventory Management
Market Trends
Supply Chain
Spruce
Lumber Prices
Inventory Levels
Lumber Industry
Lumber Pricing
Housing Starts
Interest Rates
Pine
Futures Trading
Price Trends
Supply and Demand
Commodities Trading

Three Lumber Industry veterans talk about the weekly, monthly and yearly trends. What is going on with inventory in the field, production and distribution. We help educate everyone in the distribution chain with information most like to not talk about. Highlighted items that are overvalued and undervalued are also discussed. Guests in the industry will occasionally drop in to help us dial in some ... more

PublishesWeeklyEpisodes100Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Lumber Word

Latest Episodes

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 on how logistics—not mill pric... more

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 - College kids, Waymos, and ... more

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 inventories, seasonal strength, futur... more

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 is slowly improving, and distr... more

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Recent Guests

Mike Wisnefski
Guest from Westline Capital Strategies (Westline Capital Strategies is a full-service lumber futures brokerage and risk management consultancy)
Westline Capital Strategies
Episode: EP 168: Is Lumber Coiling for a Summer Breakout?
Mike Logelin
President of Gulf Coast Shelter
Gulf Coast Shelter
Episode: EP 162: Is Lumber Having Its WTF Moment?
Bart Charles
Employee at Atlantic Forest Products
Atlantic Forest Products
Episode: EP 154: "You sent me the same lumber job inquiry for two weeks?”
Alex Mead
Lumber broker at StoneX
StoneX
Episode: EP 150: Fuel for the Next Move
Matt Layman
Industry veteran and commentator on lumber market conditions
Layman's Lumber Guide
Episode: EP 147: Fatigue, Fear, and the Great Curtailment No-Show
Gregg Beymer
Insights on market predictions and industry dynamics
Episode: EP 147: Fatigue, Fear, and the Great Curtailment No-Show
Patrick Teoli
IT consultant and representative from BluCirrus.
BluCirrus
Episode: EP 145: When Unplugging Doesn’t Work
Russ Taylor
Expert from Russ Taylor Global
Russ Taylor Global
Episode: EP 141: Tariffs, Costs & the $800 Question
Stinson Dean
Co-founder of Revol Building Solutions
Revol Building Solutions
Episode: EP 138: Reading the Lumber Market Warnings with Stinson Dean

Hosts

Matt Layman
Lumber market analyst and experienced trader with industry broadcasting experience.
Ash
Co-host with frequent market commentary and discussions on lumber trends.
Gregg Beymer
Co-host with market predictions and industry dynamics expertise.

Reviews

5.0 out of 5 stars from 35 ratings
  • From Canada

    Picked up on the pod a few weeks ago and love it. Keep up the great work!!

    Apple Podcasts
    5
    DS BAR
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests bring deep experience and diversified perspectives from trading to distribution.
Listeners praise practical, front-line market insight and candid industry banter.
The show is a go-to for understanding freight, tariffs, and housing-linked demand.

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Talking Points

Recent interactions between the hosts and their guests.

EP 155: Recalibrating the Lumber Compass
Q: Dustin, what do you think about where we are in terms of prices?
Demand is okay, but mills still aren't making very much money, indicating a close demand-supply balance.
EP 154: "You sent me the same lumber job inquiry for two weeks?”
Q: What's the difference this time in how mills and buyers are acting?
This time, the mills are more cautious in their inventory levels and pricing, leading to steady but gradual market shifts.
EP 154: "You sent me the same lumber job inquiry for two weeks?”
Q: Bart, what's your feeling on the market you live in?
I think we plod along here to the upside, but there is a pause in Texas due to snow and ice.
EP 154: "You sent me the same lumber job inquiry for two weeks?”
Q: What are you seeing right now in the lumber market, Matt?
The lumber market is grossly undersupplied, and evidence of that is prices are rising steadily.
EP 147: Fatigue, Fear, and the Great Curtailment No-Show
Q: What's new over at Layman's Lumber Guide?
Matt is planning to focus more on forecasting and less on current market conditions as he sees the space becoming crowded with similar analyses.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Lumber Word

What is The Lumber Word about and what kind of topics does it cover?

This show centers on practical, field-tested insights into lumber markets, pricing, inventory, and logistics. Hosts and recurring guests dissect freight challenges, regional price dynamics, and policy impacts, often tying market moves to housing trends and macro signals. Episodes blend data with on-the-ground anecdotes, offering forecasting, risk management tips, and candid debate about where prices and demand are headed next. A standout trait is the writers' willingness to mix serious market analysis with informal banter, making complex supply-chain topics accessible to practitioners across mills, distributors, and traders.

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Which podcasts are similar to The Lumber Word?

These podcasts share a similar audience with The Lumber Word:

1. Lumber Slingers
2. Invest Like the Best with Patrick O'Shaughnessy
3. All-In with Chamath, Jason, Sacks & Friedberg
4. The Walker Webcast
5. Squawk Pod

How many episodes of The Lumber Word are there?

The Lumber Word launched 3 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Lumber Word?

Recent guests on The Lumber Word include:

1. Mike Wisnefski
2. Mike Logelin
3. Bart Charles
4. Alex Mead
5. Matt Layman
6. Gregg Beymer
7. Patrick Teoli
8. Russ Taylor

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