# Dustin Jalbert
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Top podcast episodes featuring dustin jalbert.
EP 159: The Fog of War
The lumber market is deep in the **fog of war**. Freight is tightening, trucking rates are jumping, and species spreads are shifting fast. In Episode #159, Ashley, Gregg, Matt, and Charles break down why flatbed capacity is suddenly scarce, how Southern Yellow Pine is catching a bid while eastern s…
EP 160: Freight Shock and the Sneaky Lumber Rally
Freight is exploding, mills are pulling back, and lumber prices are quietly starting to run.
The lumber market flipped fast this week. Freight costs surged, Canadian mills stepped back from truck shipments, and prices began climbing across species.
Ashley, Matt, Gregg, Charles, and Sig break down…
EP 161: Miss It Today, Pay Up Tomorrow
The lumber market just flipped. What looked slow turned into real buying, tightening supply, and rising prices—fast. This week, the crew breaks down why low-grade and studs are leading, freight is becoming a major constraint, and order files are pushing into April. Buyers who waited are now chasing…
EP 162: Is Lumber Having Its WTF Moment?
Mike Logelin (Gulf Coast Shelter) is back and breaking down what it really looks like to build a lumber business from the ground up—team building, growing pains, and why patience matters in today’s market. Then the crew dives headfirst into one of the most dynamic setups we’ve seen in a while: tigh…
EP 163: Paywalls, Pine Rips, and Freight Freakouts
Holy Week edition with a major announcement—The Lumber Word is going subscription for people wanting to listen first!
The crew breaks down what that means, why timing matters in a 24–48-hour data market,
and then dives headfirst into one of the wildest setups we’ve seen: freight chaos,
pine vs. s…
EP 164: The K-Shaped Economy—Who’s Pulling the Wagon?
Ashley, Gregg, Matt, and Charles are joined by Brian Wesbury, Chief Economist at First Trust Advisors, a bestselling author, and one of the most sought-after voices in macroeconomics today. When markets get noisy, Brian’s the guy cutting through it with data and conviction.
The crew dives into the…
EP 165: Spring-time Round Up
Summary
Recorded during Montreal Wood Convention week with Kip Fotheringham, this episode breaks down a confusing but strong lumber market.
Truck demand is hot, rail is lagging, and inventories are being drawn down while big buyers stay just-in-time. Euro supply is tightening, tariffs remain a wil…
EP 166: Is Freight the Real Lumber Market Right Now?
This week’s episode breaks down a confusing lumber market where price prints don’t reflect reality. Southern Pine appears to be selling off, but much of the move is driven by rising and volatile freight costs rather than true demand weakness. Inventory remains tight in many regions, while buyers he…
EP 167: Is Lumber Quietly Setting Up for Another Bull Run?
This week on The Lumber Word, Ashley, Gregg, Matt, and Charles break down one of the more confusing lumber markets in recent memory. Despite fears coming out of Montréal, buyers haven’t really changed behavior, trucking is slowly improving, and distributors are still moving wood. The crew dives dee…
EP 185: Something Has to Give in Lumber — Dustin Jalbert
AI, data centers and lumber? They're more connected than you might think.
Dustin Jalbert, Economist and Director of Wood Products & Timber at Fastmarkets, joins The Lumber Word to break down a North American lumber market where supply, imports, species and demand are all shifting at the same …
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