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What I'm looking at right now or thinking about the lot of Jack is just where we start

to see some demand destruction.

Because I think the lumber prices are high enough at this point that some people are

just going to defer or delay projects.

Welcome to the Baron Streetwise Podcast.

I'm Jack Howe and the voice you just heard, that's Mark Wilde.

He's a top-ranked analyst at BMO Capital Markets who has spent three decades covering packaging

and forest products.

That makes Mark an expert on the paper business and on shipping packages, but who cares about

that stuff now?

Because all of the action is in wood.

I'd yell Timber right now, but we're talking specifically about lumber.

Meta?

Lumber!

Thank you.

Questions for two by fours have tripled since before the pandemic.

...