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EP 96: Barking up the Right Tree with Sig Thoma
Manage episode 445789782 series 3511585
Innhold levert av Ashley Boeckholt. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ashley Boeckholt eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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!
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