Keith McCullough: Suggests 46% of assets in cash

CNBC Television
Nicole Lapin
March 16, 2011

U.S. Debt Problems are

Structurally Impairing Growth

“Now here you are with net leverage positions in the hedge fund community at the highest points they’ve been since October 2007,” Keith McCoullough, CEO Hedgeye Risk Management told CNBC. “We suggest having 46 percent of your assets in cash,” McCullough added.