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Hudson Hill Capital's Executive-in-Residence (EIR) program pairs seasoned operating leaders with our portfolio companies to accelerate growth and sharpen execution. In the first installment of our EIR Q&A series, we sat down with Ryan Calhoun, Chief of Staff and VP of Global Super Franchise at InXpress, on what carried over from McKinsey to the middle market, the initiative he is most proud of, and what surprised him about operating inside a private equity-backed company.

Everyone watching the Federal Reserve for clues about inflation is watching the wrong institution. The Fed increasingly does not set policy that affects inflation. Instead, it operates within a fiscal dominance paradigm set by the legislative and executive branches, one that prioritizes electorally popular policy choices over fiscal responsibility. As a result, we face two uncompromising truths. First, the United States will neither raise taxes nor cut spending, despite budget deficits of nearly 6% of GDP. Second, “inflation is a policy” (Von Mises) that will persist in the U.S. for many years as the preferred path to restore balance to its budget deficits and debt-to-GDP.

Hudson Hill Capital today announced the final closing of a single-asset Continuation Vehicle for InXpress, a global specialist in international and domestic logistics solutions. Hudson Hill is a private equity firm headquartered in New York that invests in tech-enabled companies across industries benefiting from secular tailwinds, including industrial technology, software, and financial services.

One narrative has bothered me as a consumer of financial media over the past year: that “private credit is blowing up.” Private credit emerged to meet significant market demand after the Dodd-Frank regulations made lending uneconomical for traditional banks. Funds stepped in first, and integrated insurance platforms followed, supplying loan capital to the consumers and businesses whose financing needs persist regardless of the regulatory environment.

Hudson Hill Capital today announced the appointment of Andrea Ambrosoni as Executive-in-Residence at MarketTime. Ambrosoni will serve as Chief of Staff to MarketTime Chief Executive Officer Todd Litzman.

Hudson Hill’s business services companies touch a wide range of end markets, and in aggregate they give us an early read on where the economy is headed.