E93: Fed Chair Warsh Says AI Boom Isn't Inflationary | Rate Cuts Coming?

The AI boom "isn't inflationary." That's what Federal Reserve Chair Kevin Warsh said out loud on a conference stage, and it could reshape everything about rate expectations heading into the second half of 2026. Mark and Jeff unpack what it means for real estate and mortgage markets. Plus: Dustin Harris (The Appraiser Coach) ran a 90-day experiment using AI to run an appraisal business solo — $100K+ revenue target, no staff. The results? 80% impressive, 15-20% genuinely dangerous. And Tesla has capped employee AI token usage at $200/week — what does that tell us about the real cost of the AI arms race? Also in this episode: the June jobs report (57K vs 115K expected), the housing bill still waiting on a signature, and the AQB's second exposure draft on alternative pathways into the appraisal profession.