EP 96: Barking up the Right Tree with Sig Thoma

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 Q1 2025 could bring in terms of curtailments. What happens if demand rises, and production slows? Tune in and get smarter about where the market’s headed!

Om Podcasten

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 lumber details. Most important is we have fun talking lumber and our listeners love it.