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Stock markets in New York and London are sitting close to record highs. If the Dow is your guide, we are living in the best of times. But it doesn't feel like that in the real world, what with the eurozone crisis, a host of geopolitical uncertainties and frightening levels of global debt. Hardtalk speaks to Neil Woodford, Britain's most successful investor of recent years. Is this a time for economic confidence or caution?