Best MBF Podcasts (2024)

In Episode #90 of "The Lumber Word Podcast," Gregg, Matt, and Ashley dive deep into the current lumber market, debating whether we're at the peak or just getting started. The team discusses the velocity and strength of the truck market, as well as historically low inventory levels. Are mills sitting on a lot of dressed inventory, or are buyers over…

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EP 89: Lumber Ain’t Nuthin’ but a G Thang: Breaking Down the Lumber Market with Russ Taylor 55:03

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3h ago55:03

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In this episode, we're excited to have Russ Taylor from Russ Taylor Global joining us! We kick things off by chatting about his upcoming event, the Global Wood Summit, happening this October 29-30. And guess what? The Lumber Word will be doing a live podcast right from the event! Go to www.globalwoodsummit.com for the details. Today, we dive into t…

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EP 88: Our Lumber Listeners Stay about 4 Months in Front of the Pack 51:11

21d ago51:11

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In this episode, we welcome Joe Pepe from LMC to help us break down the current state of the lumber market. We dive into where we stand in the lumber cycle—is supply finally catching up with demand? Matt highlights the differences between the 2x4 market and 2x6 and wider, while we discuss key indicators to watch for in the upcoming housing starts r…

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EP 87: Diving Deep on this Lumber Move with Charles DeLaTorr 50:26

28d ago50:26

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In this week's episode of "The Lumber Word," we are joined by Charles DeLaTorre, owner of Industrial Forest Products. Get ready for a lively discussion as we challenge each other on why the lumber market moved over the past month. What did we see that others missed? And more importantly, will it continue? Charles dives into Southern Yellow Pine (SY…

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EP 86: Back To Zero Or Up $100+ MBF More In The Next Month? 51:28

1M ago51:28

51:28

In this episode of "The Lumber Word," Matt, Gregg, and Ashley dive into the recent lows in lumber pricing and discuss the recent strength of the past three weeks. With some commodity funds buying back short CME positions, the big question is whether this trend will continue or if they will shift gears again. Why is there so much negativity in the m…

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EP 85: Is Housing Recession-proof This Time? 47:07

1M ago47:07

47:07

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 price…

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MBF Episode 305 - Well Alright

1M ago

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Danny, Debo, and Terriel are back together because Danny has a lot pent up and he needs to release it before it kills him. They discuss 90's family sitcoms, bad hygiene, snow cones, "romance", the Venga Bus Threshold, bigot dog, Debo's support, Danny's fake life, the magic rock, and how generational labels are stupid! Join us for all of this and so…

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Ep 84: Navigating the Silent Signals of a Possible Lumber Bottom 38:41

2M ago38:41

38:41

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 tea…

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EP 83: The Lumber Zeitgeist: Market Insights with Dustin Jalbert 44:15

2M ago44:15

44:15

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 th…

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

2M ago52:58

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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 …

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We Be Trippin #6 - The Percentage Check

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Danny, Terriel, and Debo get together once again to check on everyone's odds of attending WrestleMania in Las Vegas. We Be Trippin #6 - The Percentage Check.(mp3)By Radio Circus

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

2M 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…

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EP 80: Unlocking Lumber's Secrets 31:12

3M 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…

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Episode #79: The Lumber Word 43:58

3M 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…

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

3M 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…

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

3M 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

3M 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 …

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We Be Trippin #5 - The Debo Update

4M ago

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Danny and Terriel received notice from Debo that he has an immediate update to his likely chances of making it to WrestleMania in Las Vegas. We Be Trippin #5 - The Debo Update.(mp3)By Radio Circus

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We Be Trippin #4 - Vegas Bound

4M ago

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Danny and Terriel are meeting for the first time to officially begin discussing next year's WrestleMania in Las Vegas, as they try to figure out what the odds are that everyone who wants to attend, will actually attend. Plus, Danny is really upset about how old all of his friends are and that they don't get excited about the future. We Be Trippin #…

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

4M 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…

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

4M 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…

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The Chargers Ownership is Terrible 11:45

4M ago11:45

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The Biggest Geniuses From the 2024 NFL Draft 14:07

4M ago14:07

14:07

something descriptive

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The Biggest Idiots From the 2024 NFL Draft 18:24

4M ago18:24

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

4M 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 …

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

4M ago46:16

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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…

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

5M 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…

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MBF Episode 304 - AI Is Being Trained To Kill US

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Danny, Debo, and Terriel are back together because Danny has a bunch of notes on his phone that he wants to discuss! They get together to discuss AI generated songs and how AI is being trained to kill us, Debo almost dying, Danny almost dying, new impressions, white people shit as bucket list items, ultimate sleep scenarios, color changing cars, an…

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

5M 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…

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

5M 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…

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

6M 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 …

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EP 67: Lumber Laughs and Market Mayhem 44:40

6M 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…

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

6M 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.…

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

6M 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…

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

7M 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…

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I Hate Refs: Episode 45: Predicting the Super Bowl, Critiquing DROY, and More 12:04

7M ago12:04

12:04

In this episode I predict Super Bowl LVIII. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS Community: Penalty on the Podcaster | R…

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

7M ago42:34

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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…

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

7M ago34:04

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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 …

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Episode 44: Predictions for Conference Championships 2023 NFL Postseason 6:26

7M ago6:26

6:26

In this episode I predict the conference championships of the 2023 NFL postseason. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS …

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EP 61: Early 2024 Market Update 32:16

7M ago32:16

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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…

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Episode 43: Predictions for Divisional Round 2023 NFL Postseason 19:36

8M ago19:36

19:36

In this episode I predict the divisional round of the 2023 NFL postseason. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS Communit…

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

8M 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…

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Episode 42: Predictions for Wild Card Round 2023 NFL Postseason 8:29

8M ago8:29

8:29

In this episode I predict the wild card round of the 2023 NFL postseason. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS Community…

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

8M 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…

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Episode 41: Predictions for Week 18 2023 NFL Season 11:11

8M ago11:11

11:11

In this episode I predict week 18 of the 2023 NFL season. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS Community: Penalty on the…

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Quick Prediction for Saturday Week 18 2023 NFL Season 9:04

8M ago9:04

9:04

a

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למה לא נראה לי אשר ה49 מצליחים בסופר בול 12:29

8M ago12:29

12:29

Hebrew episode

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Why I Doubt the 49ers 9:50

8M ago9:50

9:50

In this episode I explain why I doubt the 49ers. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS Community: Penalty on the Podcaste…

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Episode 40: Predictions for Week 17 2023 NFL Season 32:00

8M ago32:00

32:00

In this episode I predict week 17 of the 2023 NFL season. Find this podcast on other platforms: YouTube: MBF Productions - YouTube; Spotify: https://open.spotify.com/show/4sVB79WKYXkXDMzmkHiGLU; Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9tZWRpYS5yc3MuY29tL3BlbmFsdHktb24tdGhlLXBvZGNhc3Rlci9mZWVkLnhtbA; RSS Community: Penalty on the…

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