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i checked in with graham forster, who was in charge of the international equity strategy at orbis. Graham says that he's finding good deals now in the industrials, materials, energy and financial sectors. He also says that the us. Is out performed overseas markets and looks expensive only because it has so many price growth stocks. Jackson: We did an episode of this podcast just a couple of weeks ago on the world war won era haber process,. developed in germany for making nitrogen fertilizer from air and natural gas, no manure required.