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EP 144: Good-Dealed to Death — Seasonal Weakness or Strength Ahead?
Matt, Gregg, Charles, and Ashley are back on track this week talking about what might be the calm before the next lumber storm. The crew breaks down the quiet market tone and asks the question everyone’s thinking — are we moving from seasonal weakness into a period of strength?
Charles thinks many dealers have been “good-dealed to death” over the past 60 days and simply don’t need to buy, while Gregg takes the other side of that trade. Matt shares why he’s feeling better heading into year-end, and the group circles around how the bug basis is quietly helping hedgers manage risk. They also highlight Hem-Fir’s return as a deliverable species, adding another twist to the 2025 outlook.
Plenty to unpack, lots of laughs, and as always — you’ll come out smarter and better looking.
Advertisers:
Fastmarkets Random Lengths
www.fastmarkets.com
Layman’s Lumber Guide
www.laymansguide.com
Show Contacts
Gregg Riley: [email protected]
Charles DeLaTorre: [email protected]
Matt Beymer: [email protected]
Ashley Boeckholt: [email protected]
View all episodes
By Ashley Boeckholt
5
1515 ratings
Matt, Gregg, Charles, and Ashley are back on track this week talking about what might be the calm before the next lumber storm. The crew breaks down the quiet market tone and asks the question everyone’s thinking — are we moving from seasonal weakness into a period of strength?
Charles thinks many dealers have been “good-dealed to death” over the past 60 days and simply don’t need to buy, while Gregg takes the other side of that trade. Matt shares why he’s feeling better heading into year-end, and the group circles around how the bug basis is quietly helping hedgers manage risk. They also highlight Hem-Fir’s return as a deliverable species, adding another twist to the 2025 outlook.
Plenty to unpack, lots of laughs, and as always — you’ll come out smarter and better looking.
Advertisers:
Fastmarkets Random Lengths
www.fastmarkets.com
Layman’s Lumber Guide
www.laymansguide.com
Show Contacts
Gregg Riley: [email protected]
Charles DeLaTorre: [email protected]
Matt Beymer: [email protected]
Ashley Boeckholt: [email protected]
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