Best Ashley Boeckholt Podcasts (2025)

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EP 124: The Lumber Word Podcast 50:40

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6d ago50:40

50:40

While Matt’s off living la dolce vita in Rome, Charles, Greg, and Ashley hold down the fort with a special guest—Russ Taylor from Russ Taylor Global. Fresh off the plane from a Global Lumber Conference in Vienna, Russ brings some sharp global insights. We dive into production costs across North America and Europe and ask the big question: Is anyone…

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EP 123: The New Southern Pine Lumber Futures Contract at the CME 44:13

11d ago44:13

44:13

In our second drop of the week, Ashley sits down with Alison Coughlin from the CME Group to unpack the newly launched Southern Yellow Pine (SYP) Lumber Futures contract. It’s been live for over a month now, and we’re breaking down how it came to be, how it works, and why it could be a game-changer for the fastest-growing segment in U.S. lumber prod…

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EP 122: Supply Push Takes the Wheel 48:40

13d ago48:40

48:40

The full crew's back before Matt jets off to Spain, and there’s a lot to unpack. What’s up with the Section 232 inquiry into lumber? Are we looking at more tariff talk for Canadian and European imports—and how soon could it hit? Gregg throws some cold water on the hype, while Charles declares SYP officially DOA (for now) and breaks down the lack of…

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EP 121: The Playbook is Out: Bulls, Bears & Big Bets in Lumber 55:07

20d ago55:07

55:07

Matt, Gregg, Charles, and Ashley lay out their trading strategies for the next 30 days. Are we headed lower, or is a bounce coming? Find out who’s buying spot, selling print, and what it all means for lumber buyers and sellers. Smart trades start here—don’t miss it!By Ashley Boeckholt

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EP 120: Spring Market Review 24:48

26d ago24:48

24:48

Matt, Gregg, and Ashley reconvene after a week off to discuss the current state of the lumber market. Charles was out but will be back next week. They analyze whether the market, which has been selling off since the Montreal event, is showing signs of a recovery or merely experiencing a temporary bounce within a bear market. The hosts note a slight…

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EP 119: European Lumber's U.S. Port Pinch & Southern Yellow Pine's Wild Regional Spreads 52:40

1M ago52:40

52:40

Join us for an insightful conversation with Thomas Mende of Binderholz, a leading expert in European lumber manufacturing, the largest importer of dimension from Europe to the US, and operator of two cutting-edge Southern Yellow Pine (SYP) mills in Florida and North Carolina. In this episode, Thomas dives into the future of European lumber shipment…

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EP 118: "Montreal to Market Moves: What Lumber Traders Need to Know 57:37

2M ago57:37

57:37

The crew is back from Montreal, and Episode #118 kicks off with a debrief on what it’s like returning to the grind after the high energy of the convention floor. Matt, Ashley, Charles, and Gregg dive right into the pulse of the lumber market: is it ready to roll over, or are we seeing glimmers of strength under the surface? They break down key indi…

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EP 117: Live from The Montreal Wood Convention 56:26

2M ago56:26

56:26

Charles, Ashley, Gregg and Dustin go live onstage in Montreal. The #1 lumber podcast breaks down their thoughts on the convention. What did we feel coming to the event, and what do we feel now that we've been here and are getting ready to leave with our thoughts? Is the market going to go up down, sideways or uncertain? Wow did we get the informati…

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EP 116: Lumber, You’re Still Dangerous. But You Can Be My Wingman Anytime 55:36

2M ago55:36

55:36

With the full lumber crew—Matt, Charles, Gregg, and Ashley—dive deep into the current state of the lumber market as April kicks off. From SYP oddities to the new CME contract, the team covers what traders, builders, and mills are buzzing about. Matt breaks down volatile DDF prices and the coastal Hem-Fir jump, Charles unpacks the SYP 2x4 #2 vs. #3 …

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EP 115: "Lumber Tariff Built-In or Baked Out Price?" w/ Matt Layman 59:53

2M ago59:53

59:53

Matt Layman is back, and we start cranking early. From builder earnings to home sale trends, we dig into what’s driving the housing and lumber machine right now. Then we ask the big one: Is the tariff risk already priced in? Or is there more heat to come? We get into the SPF vs. SYP narrative—why it’s gotten way too loud, and what matters. With the…

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EP 114: FHA Exposé 1:02:30

3M ago1:02:30

1:02:30

Ashley, Matt, Gregg, Charles, and guest John Comiskey, a mortgage tech veteran and data sleuth, dive deep into the alarming rise of FHA loan delinquencies and their potential ripple effects on the housing and lumber markets. They expose how skyrocketing mortgage defaults—some borrowers making only a handful of payments over years—are straining gove…

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EP 113: If You’re Not Listening to The Lumber Word, You Might as Well Be Getting Market Advice from a Used Car Lot 53:48

3M ago53:48

53:48

Matt, Gregg, Ashley, and Charles take a deep dive into the SYP spread against Canadian lumber—what does it signal for the market? With everyone suddenly having plenty of time to debate tariffs, is that a sign of a slowdown? The crew breaks it all down and highlights some other key market trends that traders should be watching. Looking ahead, we tea…

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EP 112: Kyle Little: Big Calls & Bold Takes on Lumber’s Future 1:11:03

3M ago1:11:03

1:11:03

Kyle Little, COO of Sherwood Lumber and frequent CNBC personality, joins The Lumber Word—and he does not disappoint! In this jam-packed episode, we break down the past week (and especially the last 48 hours) in the lumber industry, covering: Southern Pine, U.S. species, Euro, and Canadian lumber—what’s hot, what’s not, and where the market is heade…

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EP 111: The Tariff Talk We Never Want to Have Again 58:29

3M ago58:29

58:29

On this week’s episode of The Lumber Word, we give away a ton of valuable insights—because that’s what the #1 lumber podcast in North America does! We kick things off with a special announcement: Charles is officially in the introduction. Then, Ashley jumps right into the market talk before launching into an epic tariff rant about the chaos of cros…

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EP 110: The Trading Campfire: Undervalued Items, Lumber Prognostication and Polished Knowledge 1:04:06

3M ago1:04:06

1:04:06

Pull up a chair at the mill’s fishing camp because this episode is packed with classic lumber trader BS, war stories, and some useful market insights. We kick things off with a SYP talk, asking Charles why published prices keep climbing when he insists, they’re flat. Did we spill too much on what we think values should be? Maybe. We also dig into h…

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EP 109: Retired for Now. Legendary Forever. The Mike Logelin Story 1:03:48

4M ago1:03:48

1:03:48

The Lumber Word welcomes a true legend of Lumber Trading—Mike Logelin—fresh off his retirement after 35 years of wheeling and dealing across the entire lumber and panel catalog. Hailing from the land of lakes and lumber, Mike sits down with Matt, Gregg, Ashley, and Charles to reflect on what made him one of the best in the business. He shares war s…

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EP 108: Housing Market Deep Dive 49:57

4M ago49:57

49:57

The Lumber Word team welcomes back Chris Beard, Director of Building Products Research at John Burns Research & Consulting, for another deep dive into the housing market. The episode kicks off with a discussion on tariff talk—or the lack of impact so far—before shifting gears to market trends. Gregg sizes up his trade with Kip, giving him all the t…

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EP 107: The Lumber Bet: Tariff or No Tariff? 48:21

4M ago48:21

48:21

In this episode of The Lumber Word, we bring on Canadian lumber supply expert and seasoned trader Kip Fotheringham to break down the hard numbers on North American lumber production. Turns out, what we thought we knew doesn’t quite match up with reality! Kip walks us through the latest production data across all species and regions, and the insight…

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EP 106: Housing, Tariffs, and Mill Strategies: Insights with Sig Thoma 1:04:44

4M ago1:04:44

1:04:44

Sig Thoma is back on The Lumber Word to share his decades of expertise in the lumber industry! We dive headfirst into the 2024 housing final numbers and their implications for the year ahead. With a new administration stirring up tariff chatter, we tackle how the industry is reacting and what might be on the horizon for lumber and housing markets. …

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EP 105: Navigating Tariff Turmoil, Builders’ Mortgages, and Lumber Market Madness with Dustin Jalbert 1:04:44

5M ago1:04:44

1:04:44

Back by popular demand, Dustin Jalbert, Senior Economist of Wood Products at Fastmarkets, returns to The Lumber Word podcast for an insightful deep dive into the ever-evolving lumber market. In this episode, Dustin, Matt, Gregg, Ashley, and Charles tackle the complexities of the potential tariff situation and share strategies for cutting through th…

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EP 104: Welcome to 2025 52:57

5M ago52:57

52:57

Welcome to The Lumber Word Podcast, your go-to source for all things lumber and construction materials! This week, Matt, Gregg, Charles, and Ashley are kicking off 2025 with a bang as we dive into the North American lumber market’s wild start. We'll revisit the last few weeks, play a round of Trump Lumber Tariff Bingo, and celebrate our spot-on SYP…

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EP 103: Bold Predictions with Economist Brian Wesbury 49:05

6M ago49:05

49:05

In this episode of The Lumber Word, we welcome the return of Brian Wesbury, one of the nation’s leading economists, and the Chief Economist at First Trust Advisors. Known for his bold market predictions, Brian shares his insights on today’s economic trends and offers a unique perspective on the future of global finance. We dig into the lumber and h…

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EP 102: Interholiday Roundup 48:35

6M ago48:35

48:35

Gregg, Matt, and Ashley delve into the tumultuous lumber market over the past few weeks. They are joined by Casey O'Neil, who provides essential data on the Southern Yellow Pine (SYP) market. Matt shares valuable insights aimed at younger lumber traders, while Gregg offers an in-depth analysis of the housing market and its potential impact on lumbe…

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EP 101: Permits, Progress, and Predictions 34:25

6M ago34:25

34:25

Gregg and Ashley welcome James Gallagher, CEO and co-founder of GREENLITE Technologies, to the podcast. James shares how GREENLITE is revolutionizing the permitting process with technology that simplifies, streamlines, and accelerates approvals. Whether you're in construction, development, or anywhere in between, GREENLITE's platform is a game-chan…

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100 Episodes Strong: The Lumber Word Leading the Way in Industry Insight 46:22

7M ago46:22

46:22

In this milestone episode, Matt, Gregg, Charles, and Ashley celebrate 100 episodes of sharing valuable lumber industry insights. They kick things off by expressing gratitude to loyal listeners and their first-ever sponsor, reflecting on the journey so far. The team dives into the state of the North American lumber market as 2024 winds down and 2025…

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EP 99: November Southern Yellow Pine Sell-Off 47:21

7M ago47:21

47:21

"The Lumber Word" podcast, hosts Charles, Matt, and Ashley delve into the current market dynamics across various lumber species. They observe that while Southern Yellow Pine (SYP) is experiencing a sell-off, other species are rallying. This divergence prompts a discussion on whether SYP's performance signals a market in harmony. The hosts also expl…

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EP 98: Global Wood Summit Recap & 2025 Market Predictions 44:57

7M ago44:57

44:57

Gregg and Ashley are back from the Global Wood Summit in Vancouver and bring Matt up to speed on everything he missed. They dive into insights from the Summit, forecasting where the lumber market might head in 2025. From the ongoing cross-border lumber dispute to potential shifts in production, they break down the factors that could shape next year…

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EP 97: Live from the Global Wood Summit 42:16

7M ago42:16

42:16

The Lumber Word takes the show on the road and does Episode #97 in front of the live audience. Gregg, Ashley, and Charles talk about what they heard the last few days from industry experts on lumber, logs, pulp & paper along with many other exciting speakers. Mitchell Preger from Industrial Forest Products also joins us today. Thanks to Russ Taylor…

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EP 96: Barking up the Right Tree with Sig Thoma 52:17

8M ago52:17

52:17

Join industry veteran Sig Thoma as he dives deep into the factors shaping lumber pricing. Matt and Ashley get Sig's insights on housing affordability, who are snapping up new homes, and the 10-30-year yield curve's impact on the market. We also explore the sticky situation with lumber mill costs, why residuals are a pain, and what expectations for …

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EP 95: Lumber Flow Forecasts & That $11 Billion Potential Split 39:40

8M ago39:40

39:40

In this episode, Matt, Gregg, and Ashley dive into a week packed with events shaking up the lumber world. How does the flow of lumber look now, and what can we expect heading into 2025? The team grabs their crystal lumber ball to give you insights into the future. Plus, we dig into the cross-border dispute—who’s getting a slice of that $11 billion …

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EP 94: Just Past Time: Lumber Procurement Method 40:11

8M ago40:11

40:11

In this episode, Charles DeLaTorre joins us. We break down how #lumber users are adopting the JPT (Just Past Time) inventory method and what it means for the market. With everyone betting on higher prices next year, how should buyers, sellers, and risk managers play their hand? With everyone thinking one thing it will probably not play out the way …

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EP 93: Forecasting the Future with Chris Beard from John Burns Research & Consulting 51:48

9M ago51:48

51:48

This week on The Lumber Word, we’re joined by Chris Beard from John Burns Research & Consulting! I’ve seen them at events, and they are the OG of research in this market! Chris dives into the stats that keep our market moving and gives us the John Burns perspective on housing starts, permits, and long-term trends. We ask the big questions: What’s t…

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EP 92: The Lumber Edge: Smarter Strategies, Emerging Premium Scramble, Sharper Predictions 43:56

9M ago43:56

43:56

In this episode, Matt, Gregg, and Ashley dive into the post-curtailment lumber world, sharing their seasoned lumber trading insights as they try to make sense of this wild market. Are home centers in for a shock in 2025 with potential production shortfalls? Will there be a rush for premium grades? The team dissects overvalued and undervalued produc…

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EP 91: Boosting Your Lumber Game with Charles DeLaTorre 58:43

9M ago58:43

58:43

In this jam-packed episode, we’re joined by a friend, and lumber industry expert Charles DeLaTorre to upgrade our SYP knowledge. It’s been a whirlwind week in lumber, and with Canfor's recent curtailments shaking up North American markets, we're diving deep into where we stand with supply and demand. Matt, Gregg, Charles, and Ashley had a lively de…

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EP 90: Fast Times in the Lumber Market: Is This Our ‘Learn It. Know It. Live It.’ Moment? 44:05

9M ago44:05

44:05

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

10M ago55:03

55:03

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

10M ago51:11

51:11

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

10M ago50:26

50:26

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

10M 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

10M 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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Ep 84: Navigating the Silent Signals of a Possible Lumber Bottom 38:41

11M 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

11M 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

11M 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 …

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

11M 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

12M 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

12M 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

12M 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

1y 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

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

1y 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…