s AI driving real growth—or setting up the next bubble?

Recorded live at this year’s INTRConnect, this episode features Selma Hepp, SVP & Chief Economist at Cotality, breaking down the macroeconomic trends shaping the housing and insurance markets.

Selma explores AI’s growing role in economic activity, concerns around potential market overvaluation, labor market softness, rising construction costs, and the surge in mergers and acquisitions driven by data investments. She also unpacks the reality of the K-shaped economy and what uneven wealth distribution means for contractors and the industry at large.

Despite ongoing uncertainty, Selma shares why she remains cautiously optimistic—and how staying informed can help contractors navigate what’s next with confidence.