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Stock markets in New York and London are sitting close to record highs; if the Dow is your guide then 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?