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Artwork for The Lumber Word

The Lumber Word

Ashley Boeckholt
Lumber Market
Inventory Management
Market Trends
Lumber Pricing
Supply Chain
Lumber Industry
Southern Yellow Pine
Interest Rates
Lumber
Supply and Demand
Commodities Trading
Housing Market Trends
Housing Market
Commodity Lumber
Lumber Market Trends
Trading Strategies
Lumber Prices
Housing Starts
2023 Market Trends
Market Prices

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
BusinessInvesting

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Artwork for The Lumber Word

Latest Episodes

The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why low-grade and studs are leading, freight is becoming a major constraint, and order files are push... more

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

The lumber market flipped fast this week. Freight costs surged, Canadian mills stepped back from truck shipments, and prices began climbing across species. more

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 #159, Ashley, Gregg, Matt, and Charles break down why flatbed capacity is suddenly scarce, how South... more

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 ground is near multi-year lows. Futures are trading at a discount to cash. And dealers are running lean... more

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Recent Guests

Alex Mead
Lumber broker at StoneX
StoneX
Episode: EP 150: Fuel for the Next Move
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
Rob Cross
A trader with a background in open outcry markets, now handling accounts including Hampton's.
FC Stone
Episode: EP 137: Keys to the Lumber Castle
John Dolan
Independent market maker for the Case Schiller Index
homepricefutures.com
Episode: EP 132: Can You Hedge Your House?
Bart Charles
Trader Risk Management at Atlantic Forest Products
Atlantic Forest Products
Episode: EP 127: The Basis is Hot, But Bart is Cooler
Alison Coughlin
Director of Commodity Research and Product Development at CME
CME Group
Episode: EP 123: The New Southern Pine Lumber Futures Contract at the CME

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
    Canadaa year 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.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#220
Belgium/Business/Investing

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

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Listeners per Episode
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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. The Joe Rogan Experience
2. The Prof G Pod with Scott Galloway
3. The Shawn Ryan Show
4. Shield of the Republic
5. Pivot

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. Alex Mead
2. Gregg Beymer
3. Patrick Teoli
4. Russ Taylor
5. Stinson Dean
6. Rob Cross
7. John Dolan
8. Bart Charles

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