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Odd Lots

Lots More With Stinson Dean on Crashing Lumber Prices

Jul 5, 2024
27:58
Snipd AI
Lumber expert Stinson Dean discusses the recent crash in prices, factors affecting the market, and survival tactics for lumber mills. Insights into repair and remodel sector impact, challenges in the building supply industry, business diversification, and labor market dynamics are also explored.
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Podcast summary created with Snipd AI

Quick takeaways

  • Declining lumber prices signal economic activity, reflecting shifts in sector growth and inventory management.
  • Storage capacity is essential for managing lumber market volatility, allowing traders to hedge against price fluctuations and optimize inventory.

Deep dives

Growth of Direct Lending in Private Alternative Space

Direct lending has significantly expanded in recent years, providing capital to corporate borrowers and financial sponsors. This growth has supported corporate growth and strength, with private capital fueling their increasing expansion and prosperity in the market.

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