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

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 the confusion. The team explores housing trends, builder inventory levels, and the supply-demand dynamics shaping 2025, along with a lively discussion about the eye-popping builders’ mortgages hitting the market. And for those wondering about Charles’ cattle—they make a surprise appearance in the conversation! As always, the episode is packed with sharp market predictions, trading tips, and a few laughs as the crew debates where the lumber market is headed and how to navigate the road ahead. Tune in for actionable insights and a whole lot of fun!