Best Ashley Boeckholt Podcasts (2024)

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EP 82: Four Down Months! Are We There Yet? 52:58

14h ago52:58

52:58

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 …

1
EP 81: Navigating the Stormy Seas of Lumber 46:14

8d ago46:14

46:14

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 th…

1
EP 80: Unlocking Lumber's Secrets 31:12

16d ago31:12

31:12

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…

1
Episode #79: The Lumber Word 43:58

24d ago43:58

43:58

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" s…

1
Episode #78: The Lumber Market Giveth and the Lumber Market Taketh Away 59:35

1M ago59:35

59:35

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…

1
EP 77: Where TLW Came From And Where it Is Going 20:44

1M ago20:44

20:44

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 …

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EP 76: Lumber Longs’ Texas Hedge Dilemma, Battle the Short Funds 36:47

1M ago36:47

36:47

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 …

1
EP 75: You Need To Stop Going Down Before You Can Go Up 34:51

2M ago34:51

34:51

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 wheth…

1
EP 74: Is anyone winning in this lumber market? 44:10

2M ago44:10

44:10

"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 e…

1
EP 73: Did Someone Call The Bottom in Lumber on TLW? 52:09

2M ago52:09

52:09

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 …

1
EP 72: Timber Tremors: Navigating the Lumber Market’s Wild Ride to a Future of Uncertain Potential 46:16

2M ago46:16

46:16

Welcome to episode #72 of "The Lumber Word"! This week, we're thrilled to have Dustin Jalbert, Senior Economist, Wood Products from Fastmarkets join us as we delve deep into the intricate world of commodity lumber. We waste no time getting to the heart of the matter, exploring the dynamics of supply and demand that shape this industry. Tune in to g…

1
EP 71: Commodity lumber trading is never as good or as bad as it seems 29:15

3M ago29:15

29:15

This week "The Lumber Word" dives deep into the recent market trends, incorporating insights from Montreal and leveraging over a century of experience navigating volatile lumber markets during uncertain times. Join us as we analyze the past 30 days' market movements, decode the latest developments, and provide valuable perspectives on commodity lum…

1
EP 70: Will the Real Lumber Supply and Demand Please Stand Up? 54:41

3M ago54:41

54:41

"The Lumber Word" podcast delves into the intricacies of North American Lumber Supply and Demand in its latest episode. Hosted by Matt Beymer (MattBeymer@HamptonLumber.com (mailto:MattBeymer@HamptonLumber.com)), Gregg Riley (Gregg@Sitkainc.com (mailto:Gregg@Sitkainc.com)), and Ashley Boeckholt (Ashley@Sitkainc.com (mailto:Ashley@Sitkainc.com)) This…

1
EP 69: Oh Boy, Lumber How Low is Lumber Going on this Sell-off? 46:52

3M ago46:52

46:52

This week on "The Lumber Word" podcast Episode #424 recorded on March 27th, 2024, we're joined by Charles DeLaTorre, bringing his expertise in SYP and OSB to the table. We dive straight into the market's downward trend across various items, exploring the potential depth of this decline and its implications for buyers and sellers in the industry. Wh…

1
EP 68: Lumber Market Insider: Unveiling Trends and Predictions 50:28

4M ago50:28

50:28

In this week's episode of "The Lumber Word," we’re joined by Any Carlo, LBM Editor for The HBS Dealer. We dive into the latest developments in the lumber industry. Andy shares insights from the reporting side, discussing the big housing numbers, Builders Confidence Index, regional variations, production data, and the lumber futures market. We also …

1
EP 67: Lumber Laughs and Market Mayhem 44:40

4M ago44:40

44:40

This week on "The Lumber Word" podcast, Matt, Gregg, and Ashley are joined by Joe Pepe from LMC, diving into market updates and discussing sentiments from LMC's recent Houston show. They ponder whether the market's upward trend is sustainable and explore potential challenges. The team also analyzes the CME March expiry and the premium on May lumber…

1
EP 66: Lumber Industry Insights: Navigating the Shifting Trading Landscape 49:01

4M ago49:01

49:01

This week on "The Lumber Word," hosts Matt, Gregg, and Ashley take the reins solo and dive deep into the lumber industry's current landscape. With Ashley reporting live from the LMC show, the hosts reflect on the podcast's impact, questioning if they are divulging too much information and concluding that it's ultimately beneficial for the industry.…

1
EP 65: If lumber is in the 3rd or 4th inning of the game, what inning is OSB in? 55:11

4M ago55:11

55:11

Welcome to "The Lumber Word" podcast, where we delve deep into the world of commodity lumber trade. In this episode, we're thrilled to have Casey O'Neill on board as we explore the intricate dynamics of OSB and SYP in the lumber industry. Buckle up for a rollercoaster of market updates across regions, where we dissect the ever-evolving landscape of…

1
EP 64: National Top Economists, Brian Wesbury, Talks Everything Housing and Lumber With Us 48:32

5M ago48:32

48:32

In this episode of "The Lumber Word Podcast," renowned economist Brian Wesbury from First Trust joins the discussion, offering insights into crucial economic aspects such as lumber trading, housing trends, and interest rates. The conversation delves into key indicators like housing starts, permits, and home sales, exploring the dynamics of building…

1
EP 63: Is Lumber Going Down Before it goes Up? 42:34

5M ago42:34

42:34

Welcome to "The Lumber Word,” podcast for 2/7/24 where we don our lumberjack shirts, grab our saws, and dive deep into the heart of the softwood lumber trading industry. This week, we've enlisted the expertise of Charles DeLaTorre to navigate the intricate world of SYP lumber. Join us as we dissect regional nuances, offering insights into the dynam…

1
EP 62: What Will European Lumber Imports Look Like In 2024? 34:04

5M ago34:04

34:04

Welcome to today's episode of 'The Lumber Word'—your go-to podcast for all things lumber. On this date, 1/31/24, hosts Matt, Gregg, and Ashley are thrilled to have a special guest, Thomas Mende, President/CEO of Binderholz Timber, Inc…. Tune in as we delve into the latest updates on cash lumber and the futures market. Thomas joins the conversation …

1
EP 61: Early 2024 Market Update 32:16

5M ago32:16

32:16

Welcome to "The Lumber Word" podcast for 1/24/24, where the crew delves into the dynamic world of lumber. In today's episode, get a quick market update alongside insights into listener feedback. As the podcast expands, the team expresses excitement about covering more regions, species, and products. Exploring recent market movements despite widespr…

1
EP 60: Southern Yellow Pine in Today's Market 33:21

6M ago33:21

33:21

In the latest episode of "The Lumber Word" podcast on January 17, 2024, Casey O'Neill from Industrial Forest Products joins the discussion to provide insights into Southern Yellow Pine (SYP) in the lumber market. The episode delves into the trading dynamics introduced by SYP and their impact on the values of other wood species. Special focus is giv…

1
EP 59: Welcome to ”The Lumber Word” 2024 Premiere! 39:35

6M ago39:35

39:35

Step into the world of lumber with a brand-new episode from the dynamic trio – Matt, Gregg, and Ashley! As we kick off the year, our first podcast for 2024 is packed with everything you've been eager to hear about in the construction lumber industry. Join us as we dissect the latest actions of lumber buyers and mills from the past week, providing y…

1
EP 58: Farewell to 2023 29:32

7M ago29:32

29:32

"The Lumber Word" podcast had an interesting episode this week, covering a range of topics related to the housing and lumber industry. Here's a summary of the key points discussed: Housing Starts and Permits: The podcast began by analyzing the latest data on housing starts and permits. The team seems optimistic about the strong numbers and delves i…

1
EP 57: 2023 Wrapped for the Lumber Industry 33:01

7M ago33:01

33:01

Welcome to this week's episode of "The Lumber Word Podcast" where Matt, Gregg, and Ashley reflect on the ups and downs of the lumber market in 2023. Gratitude sets the tone as they dive into comparing current lumber inventory with the same time last year, revealing surprising differences. Q1 2024 predictions spark lively debates, offering listeners…

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EP 56: Reports from Asia and Europe with Russ Taylor 37:47

7M ago37:47

37:47

In this milestone episode of "The Lumber World," we're privileged to have Russ Taylor from Russ Taylor Global as our special guest. Fresh from his travels in Europe and Asia, Russ brings a wealth of knowledge on global production costs, the intricate movement of lumber, and his forecast for the upcoming year. But that's not all! The crew delves int…

1
EP 55: A Large Framer Takes Control of the Lumber Procurement and Commodity Risk Management Process 30:52

8M ago30:52

30:52

Join the insightful conversation on "The Lumber Word" as Chris Tatge, the visionary founder of DC Materials, shares his journey in exponentially growing his framing business in the US. In this episode, Chris dives into the art of framing, shedding light on how he strategically internalizes lumber spend for optimal business growth. Chris saw an oppo…

1
EP 54: Debrief on Lumber after a 2-week move and the NAWLA Traders Market 30:56

8M ago30:56

30:56

In this highly anticipated episode of "The Lumber Word" podcast, hosts Matt Gregg and Ashley return with a trove of industry insights after a two-week hiatus, offering a deep dive into the ever-evolving landscape of the commodity lumber market. Beginning with a meticulous breakdown of the recent trading week, the hosts explore market influencers an…

1
EP 53: Lumber Trends and Insights with guest Joe Pepe from LMC 40:28

8M ago40:28

40:28

Welcome to Episode 14 of "The Lumber Word," where we delve into the dynamic world of lumber and the latest trends impacting the industry. In this engaging episode, our special guest, Joe Pepe from LMC (Lumbermen's Merchandising Corporation), a leading lumber cooperative in the United States, shares invaluable insights into the lumber business. Disc…

1
EP 52: Lumber’s Market Pulse: Insights with Kyle Little 40:29

9M ago40:29

40:29

Discover the latest in lumber market trends with 'The Lumber Word Podcast,' where industry expert Kyle Little, COO of Sherwood Lumber and CNBC contributor, shares invaluable insights into the dynamic world of lumber. Join Kyle, Gregg, and Ashley as they delve deep into the timber industry, discussing short and long-term market developments, housing…

1
EP 51: Navigating Market Dynamics and Challenges 43:34

9M ago43:34

43:34

In the latest episode of "The Lumber Word," your hosts Matt Beymer and Ashley Boeckholt take you on a captivating journey into the world of lumber, offering valuable insights for both newcomers and seasoned industry professionals. This episode is packed with a wealth of information about the lumber market, and it promises to be an eye-opening exper…

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EP 50: Economic Insights into Housing Trends with Lance Lambert 48:17

9M ago48:17

48:17

In this episode of “The Lumber Word”, we are delighted to welcome Lance Lambert, the real estate editor for Fortune, who also contributes daily articles to the prestigious publication. Lance's profound expertise in economics and housing data, along with his active presence on Twitter (@NewsLambert), makes him a highly regarded figure in the field. …

1
EP 49: Lumber Futures 101 58:18

9M ago58:18

58:18

This week, the guys talk all about the ups and downs of lumber futures with guest Greg Kuta from Westline Capital Strategies. Don't know the first thing about lumber futures but want to learn? Then your first step is to press play!By Ashley Boeckholt

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EP 48: Post Lumber Industry Event Rundown 45:39

10M ago45:39

45:39

This week, Ash just came back from two industry events, where he shared his thoughts on the market, but also heard from industry leaders about theirs. Where does the lumber market look like it's going three weeks into September? Find out this week on the Lumber Word!By Ashley Boeckholt

1
EP 47: The Changing of Seasons for Lumber 28:26

10M ago28:26

28:26

As summer is coming to an end and fall starting, how does that affect the lumber industry both domestically and internationally? Find out on this week's episode of the Lumber Word!By Ashley Boeckholt

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EP 46: Lumber’s Unknown Unknowns 27:29

10M ago27:29

27:29

Trying to tell the future is a tricky business. There are things that we know, things that we know that we don't know, and things that we don't know that we don't know. This week, the guys go over their predictions of the lumber market based on what they know, what they think they know, and what they hope they know!…

1
EP 45: Your buying what in lumber? 37:13

10M ago37:13

37:13

Matt, Gregg and Ashley talk about the past week in the lumber market and what the future brings. Are people buying? Are mills making money? Is volatility gone? Sup with Euro? We go around the horn to answer these questions. If you buy or sell lumber you don't want to miss itBy Ashley Boeckholt

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EP 44: Lumber Climbing the Wall of Worry Episode 36:28

11M ago36:28

36:28

Matt Layman, Gregg Riley and Ashley Boeckholt talk about how lumber inventory is being run at lighter levels. Housing sizes are getting smaller, and we talk about the items that win and lose in this scenario. SYP getting near shut-down costs? Where is Euro? How lean or heavy is inventory. One more round of marry, date and break up with.…

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EP 43: Late Summer Lumber Rally! 31:43

11M ago31:43

31:43

Matt, Gregg and Ashley talk about what lumber items they would date, divorce and marry. If you are a lumber slinger you want to listen to this.By Ashley Boeckholt

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EP 42: The Lumber Word Episode 42 28:59

11M ago28:59

28:59

Matt, Gregg and Ashley talk about what is happening in lumber liquidity. What are the industry veterans doing? Where is the market going?By Ashley Boeckholt

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The Lumber Word 34:39

11M ago34:39

34:39

Matt, Gregg and Ashley get together and breakdown the current commodity lumber move. Where are spot prices going? Where is the inventory? Is supply and demand close? What is distribution doing? What are the experts doing with inventory?By Ashley Boeckholt

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