Rory Sutherland: Perspective is everything

1,345,434 views ・ 2012-05-04

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00:00
Translator: Timothy Covell Reviewer: Morton Bast
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翻译人员: Dennis Guo 校对人员: melody yang
现在你看到的
00:16
What you have here
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00:17
is an electronic cigarette.
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是一只电子香烟。
自从它一两年前被发明出来。
00:22
It's something that, since it was invented a year or two ago,
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这支烟带给了我无可言喻的快乐。
00:25
has given me untold happiness.
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00:26
(Laughter)
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(观众笑声)
我想其中一点是由于尼古丁的缘故,
00:28
A little bit of it, I think, is the nicotine,
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00:30
but there's something much bigger than that;
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但不只限于此。
00:32
which is, ever since, in the UK, they banned smoking in public places,
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自从英国开始禁止人们在公共地区吸烟后,
我再也没有享受过聚会了。
00:38
I've never enjoyed a drinks party ever again.
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00:41
(Laughter)
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(笑声)
直到最近我才想到我无法再享受聚会的原因。
00:43
And the reason, I only worked out just the other day,
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因为你去到了聚会后,
00:46
which is: when you go to a drinks party and you stand up
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站在一角,拿着红酒,
00:48
and hold a glass of red wine and you talk endlessly to people,
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然后与别人闲聊。
00:51
you don't actually want to spend all the time talking.
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不过你并不能一直不停的聊天,
那样是很很累人的。
00:54
It's really, really tiring.
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00:55
Sometimes you just want to stand there silently, alone with your thoughts.
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有时你只想静静的呆在一旁,独自的思考。
00:59
Sometimes you just want to stand in the corner and stare out of the window.
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有时你只想站在角落凝视窗外。
01:04
Now the problem is, when you can't smoke,
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问题是,当你不能吸烟时,
一个人呆在角落望着窗外
01:08
if you stand and stare out of the window on your own,
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意味着你是一个孤僻没有朋友的傻子。
01:11
you're an antisocial, friendless idiot.
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(笑声)
01:14
(Laughter)
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但如果你只身伫立于角落凝望窗外,并且拿着一只香烟,
01:16
If you stand and stare out of the window on your own with a cigarette,
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01:19
you're a fucking philosopher.
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那意味着你是一个TMD思想家。
01:21
(Laughter)
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(观众笑声)
(掌声)
01:24
(Applause)
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所以,再构造事情的能力
01:30
So the power of reframing things
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是极其重要的。
01:34
cannot be overstated.
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同样的事件,同样的活动,
01:37
What we have is exactly the same thing, the same activity,
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01:40
but one of them makes you feel great
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只改变其中一小点,一个活动可以让你感觉很棒
而另一个可以让你感觉
01:43
and the other one, with just a small change of posture,
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很糟糕。
01:46
makes you feel terrible.
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我认为古典经济学中的一个问题
01:49
And I think one of the problems with classical economics is,
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就在于它太专致于现实。
01:52
it's absolutely preoccupied with reality.
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01:54
And reality isn't a particularly good guide to human happiness.
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而现实并不是一个可以领导人们走向快乐的好指导。
为什么?举例来说吧,
01:59
Why, for example, are pensioners much happier
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退休的人和年轻的无业人士相比
是不是更快乐点?
02:04
than the young unemployed?
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02:06
Both of them, after all, are in exactly the same stage of life.
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两者都处于相同的地位,
02:09
You both have too much time on your hands and not much money.
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两者都属于有时间没闲钱的人。
但是据调查显示退行的人要快乐的多,
02:13
But pensioners are reportedly very, very happy,
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相反,失业人士却非常的情绪低落。
02:16
whereas the unemployed are extraordinarily unhappy and depressed.
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原因就在于, 退休的人相信他们自己选择了退休,
02:20
The reason, I think, is that the pensioners believe
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02:23
they've chosen to be pensioners,
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而失业的人
02:24
whereas the young unemployed feel it's been thrust upon them.
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却认为他们是没有选择的被迫失业。
02:29
In England, the upper-middle classes have actually solved this problem perfectly,
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在英格兰,社会中上阶层的人已经完美的解决了这个问题,
他们重新包装了失业。
02:34
because they've re-branded unemployment.
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如果你是一个中上阶级的英国人,
02:36
If you're an upper-middle-class English person,
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02:38
you call unemployment "a year off."
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你会用“年休”代替失业。
02:41
(Laughter)
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(笑声)
那是因为如果你有一个儿子在曼彻斯特失业
02:43
And that's because having a son who's unemployed in Manchester
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02:46
is really quite embarrassing.
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还是蛮丢脸的,
02:48
But having a son who's unemployed in Thailand
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但如果你的儿子在泰国失业
02:51
is really viewed as quite an accomplishment.
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却是一种另类的成就。
02:53
(Laughter)
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(笑声)
但其实重新包装事情的力量 --
02:56
But actually, the power to re-brand things --
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02:58
to understand that our experiences, costs, things
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理解到其实我们的经历,代价以及其他
03:03
don't actually much depend on what they really are,
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并不在于它们的本身,
03:06
but on how we view them --
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而在于我们如何看它们 --
我真的认为它不能更加重要。
03:08
I genuinely think can't be overstated.
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03:10
There's an experiment I think Daniel Pink refers to,
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Daniel Pink 提到一个实验:
将两条狗放入有着
03:13
where you put two dogs in a box
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03:15
and the box has an electric floor.
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电子地板的箱子里。
每过一会儿地板上会有电流通过,
03:20
Every now and then, an electric shock is applied to the floor,
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而狗会感觉疼痛。
03:25
which pains the dogs.
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03:27
The only difference is one of the dogs has a small button in its half of the box.
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唯一的不同点在于,其中的一个条狗在它那二分之一个箱子中有一个小小的按钮。
03:31
And when it nuzzles the button, the electric shock stops.
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每当它按下按钮,电流便会停止。
另外一个狗没有这样一个按钮。
03:36
The other dog doesn't have the button.
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它所受到的疼痛和另外一条狗是一样的,
03:39
It's exposed to exactly the same level of pain as the dog in the first box,
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03:43
but it has no control over the circumstances.
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但它对于它的环境没有控制能力。
一般来说第一条狗感觉还算满意,
03:47
Generally, the first dog can be relatively content.
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但第二条狗则陷入完全的萎靡不振。
03:50
The second dog lapses into complete depression.
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我们生活中的一切可能对于我们自己的快乐没有多大的关联,
03:54
The circumstances of our lives may actually matter less to our happiness
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03:58
than the sense of control we feel over our lives.
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而我们感觉到我们对于现实的控制力有。
04:03
It's an interesting question.
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这个问题很有意思。
我们问一个问题 -- 西方国家大部分的争议都是
04:06
We ask the question -- the whole debate in the Western world
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04:09
is about the level of taxation.
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关于税收的程度。
但我觉得另外一个争论可以被提出,
04:11
But I think there's another debate to be asked,
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04:13
which is the level of control we have over our tax money,
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那就是我们对于我们的税务的控制度。
在一种情况下需要我们花十英镑可能是一种诅咒,
04:17
that what costs us 10 pounds in one context can be a curse;
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但在另一种情况下它又可能被欢迎。
04:21
what costs us 10 pounds in a different context, we may actually welcome.
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你知道吗,当你为医疗交了2万英镑的税,
04:27
You know, pay 20,000 pounds in tax toward health,
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你可能觉得被打劫了。
04:31
and you're merely feeling a mug.
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04:33
Pay 20,000 pounds to endow a hospital ward,
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但当你为捐助一个医院病房而交了2万英镑,
04:37
and you're called a philanthropist.
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你会被称为慈善家。
我可能在一个错的国家里提到纳税的意愿。
04:40
I'm probably in the wrong country to talk about willingness to pay tax.
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04:43
(Laughter)
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(笑声)
04:45
So I'll give you one in return: how you frame things really matters.
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那我换一个例子,看看你们是如何定义重要的事情的。
04:50
Do you call it "The bailout of Greece"?
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你们称它为对于希腊的紧急援助,
04:52
Or "The bailout of a load of stupid banks which lent to Greece"?
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还是对于一帮愚蠢到贷款给希腊的银行的紧急援助?
04:56
(Laughter)
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因为它们其实讲的是同一件事情。
04:57
Because they are actually the same thing.
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你称呼它们的方法会
04:59
What you call them actually affects how you react to them,
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影响到你们感情上以及伦理上的反应。
05:03
viscerally and morally.
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说实话,我觉得心理价值非常重要。
05:05
I think psychological value is great, to be absolutely honest.
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05:08
One of my great friends, a professor called Nick Chater,
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我最好的朋友之一,一个名叫 Nick Chater 的教授,
05:11
who's the Professor of Decision Sciences in London,
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他是伦敦的决策学教授,
他觉得我们与其花费时间来观察
05:14
believes we should spend far less time looking into humanity's hidden depths,
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人性隐藏的深度,
05:18
and spend much more time exploring the hidden shallows.
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不如花更多的时间来探索它隐藏的表性。
我觉得这是对的。
05:22
I think that's true, actually.
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05:23
I think impressions have an insane effect on what we think and what we do.
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我觉得印象对我们的思想以及活动
有着很大的影响。
但我们并没有一个很好的人类心理学的典型。
05:29
But what we don't have is a really good model of human psychology --
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05:32
at least pre-Kahneman, perhaps,
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至少在卡尔曼(Kahneman) 之前,
05:34
we didn't have a really good model of human psychology
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我们没有一个很好的,可以和工程以及新古典主义
05:37
to put alongside models of engineering, of neoclassical economics.
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经济学的模型相提并论的模型。
05:42
So people who believed in psychological solutions didn't have a model.
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所以相信心理解决方式的人们没有一个模型。
05:46
We didn't have a framework.
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我们没有一个框架。
05:48
This is what Warren Buffett's business partner Charlie Munger calls
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这就是沃伦·巴菲特的生意合作伙伴查理·芒格所称的
“一个用来悬挂你的想法的格子框架。”
05:51
"a latticework on which to hang your ideas."
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工程师,经济学家,古典主义经济学家,
05:54
Engineers, economists, classical economists
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他们都有非常结实的格子框架
05:57
all had a very, very robust existing latticework
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06:00
on which practically every idea could be hung.
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来悬挂他们每一个想法。
06:03
We merely have a collection of random individual insights
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我们却没有一个全面性的模型,只有一堆
06:06
without an overall model.
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随机的个人想法。
06:08
And what that means is that, in looking at solutions,
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这 意味着,在寻找答案的时候,
我们可能给了,我所谓的技术性的工程方式,
06:13
we've probably given too much priority
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牛顿式的解决方式太多的重要性,
06:16
to what I call technical engineering solutions, Newtonian solutions,
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而忘记了心理上的解决方式。
06:20
and not nearly enough to the psychological ones.
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06:22
You know my example of the Eurostar:
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你知道我的欧洲之星的例子。
06:24
six million pounds spent
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为了减少40分钟的从巴黎到伦敦的旅程,
06:26
to reduce the journey time between Paris and London
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我们花了6百万磅。
06:29
by about 40 minutes.
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06:31
For 0.01 percent of this money, you could have put wi-fi on the trains,
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而在铁路上设置无线联网只需花这个钱的0.01%。
06:35
which wouldn't have reduced the duration of the journey,
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虽然它不会减少旅途的时间,
06:38
but would have improved its enjoyment and its usefulness far more.
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但它会使这个旅途更加愉快和有用。
而用这份钱的百分之十,
06:43
For maybe 10 percent of the money,
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06:44
you could have paid all of the world's top male and female supermodels
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你可以让世界顶级的男性和女性超模
在走廊上发送波得路堡红葡萄酒给旅客们。
06:48
to walk up and down the train handing out free Château Pétrus
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06:51
to all the passengers.
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06:52
(Laughter)
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你口袋中仍然会有5百万磅,
06:53
You'd still have five million pounds in change,
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06:56
and people would ask for the trains to be slowed down.
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而人们会希望这趟列车开的稍微慢些。
06:58
(Laughter)
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(笑声)
为什么我们不能有
07:02
Why were we not given the chance to solve that problem psychologically?
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用心理方式解决那个问题的机会?
07:06
I think it's because there's an imbalance,
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我觉得那是因为在我们对待创造性的,
07:08
an asymmetry in the way we treat creative, emotionally driven psychological ideas
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情感性的心理想法和我们对待理性的,数字的,数据的想法
有着很大的差距。
07:15
versus the way we treat rational, numerical, spreadsheet-driven ideas.
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如果你是一个有创造性的人,很显然的,
07:20
If you're a creative person, I think, quite rightly,
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你需要和其他比你更加理性的人
07:22
you have to share all your ideas for approval
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07:24
with people much more rational than you.
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分享以及寻求意见。
07:26
You have to go in and have a cost-benefit analysis,
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你需要通过一个成本效益分析,
一个有效的投资报酬率的测验。
07:30
a feasibility study, an ROI study and so forth.
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我觉得这是合理的。
07:33
And I think that's probably right.
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07:35
But this does not apply the other way around.
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但这反过来却并不成立。
很多有着现存的框架的人,
07:38
People who have an existing framework --
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07:40
an economic framework, an engineering framework --
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比如经济或者工程的框架,
认为那逻辑便是答案。
07:43
feel that, actually, logic is its own answer.
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07:46
What they don't say is, "Well, the numbers all seem to add up,
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他们不说的是: “这些数学感觉是对的,
07:49
but before I present this idea, I'll show it to some really crazy people
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但在我提议这个想法之前,让我把它给一些疯狂的人看下,
看看他们能不能想出更好的东西。”
07:53
to see if they can come up with something better."
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07:55
And so we -- artificially, I think -- prioritize
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所以我们,我觉得是有意识的,
相对 于心理想法,更加看重于所谓的机械化的想法。
07:58
what I'd call mechanistic ideas over psychological ideas.
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08:02
An example of a great psychological idea:
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一个很好的心理想法的例子:
08:04
the single best improvement in passenger satisfaction
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伦敦地铁做到的,以花费的英镑来说,最好的旅客满意度提高的服务
08:07
on the London Underground,
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08:08
per pound spent,
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不是增加了铁路的数量或铁路的次数,
08:10
came when they didn't add any extra trains,
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08:12
nor change the frequency of the trains;
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08:14
they put dot matrix display boards on the platforms --
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而是他们所安置在站台上的矩阵显示板。
08:18
because the nature of a wait is not just dependent on its numerical quality,
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因为等待的质量
不仅仅在于它的时间长短,
08:22
its duration,
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而在于等待期间对无法把握的时间的焦虑。
08:24
but on the level of uncertainty you experience during that wait.
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在标写着“倒数7分钟”的倒数时钟旁等待铁路
08:27
Waiting seven minutes for a train with a countdown clock
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要比茫然的等待4分钟
08:30
is less frustrating and irritating
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08:32
than waiting four minutes, knuckle biting, going,
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并想着 "这个该死的地铁到底什么时候才到?"
感觉好的多。
08:35
"When's this train going to damn well arrive?"
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这是一个在韩国应用的心理解决方式的很好的例子。
08:38
Here's a beautiful example of a psychological solution
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08:40
deployed in Korea.
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08:41
Red traffic lights have a countdown delay.
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红色的交通灯有一个倒计时显示。
在实验中以证明它可以减少事故发生率。
08:44
It's proven to reduce the accident rate in experiments.
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08:47
Why?
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为什么?因为公路暴力,焦躁以及一般的不耐
08:48
Because road rage, impatience and general irritation are massively reduced
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在你可以确实的看到需要等待的时间后会很大的减少。
08:52
when you can actually see the time you have to wait.
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08:55
In China, not really understanding the principle behind this,
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在中国它们也同样为绿色的交通灯设置了这样设施,
08:58
they applied the same principle to green traffic lights --
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我并不明白这样做的原理。
09:01
(Laughter)
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(笑声)
这并不是一个好的主意。
09:05
which isn't a great idea.
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你在200米开外,你发现绿灯只有5秒钟时间,你决定冲刺。
09:07
You're 200 yards away, you realize you've got five seconds to go,
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09:10
you floor it.
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09:11
(Laughter)
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(笑声)
韩国人测试了这两种方式。
09:14
The Koreans, very assiduously, did test both.
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事故发生率在给红灯配置倒计时后减少,
09:17
The accident rate goes down when you apply this to red traffic lights;
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而在给绿灯配置倒计时后会增加。
09:20
it goes up when you apply it to green traffic lights.
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在做出各种决定之前
09:23
This is all I'm asking for, really, in human decision making,
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这三个事情是我希望看到发生的。
09:26
is the consideration of these three things.
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我并不是说其中的一个应该特别重要
09:28
I'm not asking for the complete primacy of one over the other.
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我只是说,当你在解决问题的时候,
09:31
I'm merely saying that when you solve problems,
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你应该同时考虑这三项,
09:33
you should look at all three of these equally,
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并在这三项居中找到
09:36
and you should seek as far as possible
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最好的解决方式。
09:38
to find solutions which sit in the sweet spot in the middle.
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当你看一个成功的公司,
09:41
If you actually look at a great business,
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你总是会看到这三项的影子。
09:43
you'll nearly always see all of these three things coming into play.
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09:46
Really successful businesses --
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非常,非常成功的公司 --
09:48
Google is a great, great technological success,
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比如在技術上非常,非常成功的谷歌,
09:51
but it's also based on a very good psychological insight:
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都会基于非常好的心理想法:
大家都相信当一个人专注的做一个事情的时候,他会,在这一件事情上,
09:55
people believe something that only does one thing
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09:57
is better at that thing than something that does that thing and something else.
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比其他做此事以及其他的事情的人要做的好、
10:02
It's an innate thing called "goal dilution."
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这个很自然的想法叫做目标分散。
10:04
Ayelet Fishbach has written a paper about this.
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Ayelet Fishbach 为此写了一篇论文。
10:07
Everybody else at the time of Google, more or less,
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每一个当时在谷歌的人
都在尝试着无所不为。
10:10
was trying to be a portal.
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是的,他们有一个搜索功能,
10:11
Yes, there's a search function, but you also have weather,
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但也有天气,体育分数,小段时事。
10:14
sports scores, bits of news.
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谷歌知道如果你只是一个搜索引擎,
10:17
Google understood that if you're just a search engine,
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人们会认为你是一个非常,非常好的搜索引擎。
10:19
people assume you're a very, very good search engine.
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10:22
All of you know this, actually, from when you go in to buy a television,
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当你们去买一个电视的时候
你们都会想到这点。
在一排液晶电视旁边的灰暗的另一个角落,
10:26
and in the shabbier end of the row of flat-screen TVs,
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你可以看到一些无人问津的同时有着电视和DVD功能的机器。
10:29
you can see, are these rather despised things
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10:31
called "combined TV and DVD players."
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我们完全不知道这些东西的质量,
10:35
And we have no knowledge whatsoever of the quality of those things,
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但我们会不屑的看着它们并说:“厄,
10:38
but we look at a combined TV and DVD player and we go, "Uck.
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10:41
It's probably a bit of a crap telly and a bit rubbish as a DVD player."
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它应该比单独的电视或DVD机都要差一些。”
10:45
So we walk out of the shops with one of each.
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所以我们每个都会买一个。
谷歌在心理方面和它的技术同样的成功。
10:48
Google is as much a psychological success as it is a technological one.
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我提议我们也可以用心理学去解决一些
10:54
I propose that we can use psychology to solve problems
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10:56
that we didn't even realize were problems at all.
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我们本来都不认为是问题的问题。
以下是为让人们服用抗生素的建议。
10:59
This is my suggestion for getting people to finish their course of antibiotics.
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不要给他们24个白色的药丸。
11:03
Don't give them 24 white pills;
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11:04
give them 18 white pills and six blue ones
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给他们18个白色药丸和6个蓝色的药丸,
11:07
and tell them to take the white pills first,
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然后告诉他们先吃白色的药丸,再吃蓝色的药丸。
11:09
and then take the blue ones.
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这招叫组块。
11:12
It's called "chunking."
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11:13
The likelihood that people will get to the end is much greater
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人们服用完的可能性会大大的提高,
11:16
when there is a milestone somewhere in the middle.
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当中间有一个类似于里程碑的柬西。
我认为经济学最大的错误之一
11:20
One of the great mistakes, I think, of economics
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便是没有去真正地理解类似于
11:22
is it fails to understand that what something is --
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11:24
whether it's retirement, unemployment, cost --
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退休,失业,代价
11:28
is a function, not only of its amount, but also its meaning.
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这样的东西不只是它的量的应变量,也是它的意义的应变量。
这是一个英国的收费站。
11:33
This is a toll crossing in Britain.
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收费站前很经常会排起长队。
11:36
Quite often queues happen at the tolls.
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11:39
Sometimes you get very, very severe queues.
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有些时候队会非常,非常的长。
11:41
You could apply the same principle, actually,
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同样的原理可以被运用到
11:43
to the security lanes in airports.
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机场的安检线。
当你可以在付两倍的钱后通过一个快速的车道后
11:45
What would happen if you could actually pay twice as much money
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11:48
to cross the bridge,
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会发生些什么?
11:49
but go through a lane that's an express lane?
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11:51
It's not an unreasonable thing to do;
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它不是一个不合理的事情,也是一个有效率的事情。
11:53
it's an economically efficient thing to do.
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对于一些人来说,它们的时间比其他的人重要。
11:55
Time means more to some people than others.
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11:57
If you're waiting trying to get to a job interview,
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如果你在等着参加一个工作面试,
11:59
you'd patently pay a couple of pounds more to go through the fast lane.
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你毫无疑问的会付双倍的钱而走快捷车道。
如果你正在去拜访你的岳母,
12:04
If you're on the way to visit your mother-in-law,
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12:06
you'd probably prefer --
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你或许会偏向在左边等待。
12:07
(Laughter)
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12:08
you'd probably prefer to stay on the left.
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唯一的问题是,当你启用这个有效率的方式,
12:11
The only problem is if you introduce this economically efficient solution,
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人们会讨厌它。
12:15
people hate it ...
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12:16
because they think you're deliberately creating delays at the bridge
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因为他们觉得你有意的在桥前造成堵塞
来增加收入,
12:20
in order to maximize your revenue,
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12:21
and, "Why on earth should I pay to subsidize your incompetence?"
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以及 “为什么我们需要为你们的无能付钱?”
12:25
On the other hand, change the frame slightly
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但换个角度来说,把这个想法的框架做微小的改变,
12:27
and create charitable yield management,
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使它变成慈善的收入,
使这些多余的钱不会进入建桥的公司的口袋而被用于慈善事业,
12:30
so the extra money you get goes not to the bridge company,
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12:33
it goes to charity ...
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人们的想法会完全的不一样。
12:35
and the mental willingness to pay completely changes.
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你会有一个有效率的解决方式,
12:39
You have a relatively economically efficient solution,
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并且它会被公众批准
12:42
but one that actually meets with public approval
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12:44
and even a small degree of affection,
256
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甚至赞扬,
12:46
rather than being seen as bastardy.
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而不是批判。
12:49
So where economists make the fundamental mistake
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当经济学家做出错误的决定时,
12:52
is they think that money is money.
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他们只想到钱和利润。
但实际上我对多付5磅的意见并不是
12:55
Actually, my pain experienced in paying five pounds
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12:59
is not just proportionate to the amount,
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在于这个数额的数量,
13:01
but where I think that money is going.
262
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1984
而是这笔钱的去处。
而我认为明白这个会对税收政策造成巨大的变化。
13:04
And I think understanding that could revolutionize tax policy.
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13:07
It could revolutionize the public services.
264
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它也可以改变公众服务们。
13:09
It could actually change things quite significantly.
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它真的可以大幅度的改变很多事情。
13:12
[Ludwig Von Mises is my hero.]
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这是一个你们都需要研究的人。
13:13
Here's a guy you all need to study.
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他是一个在20世纪前半叶非常活跃的
13:15
He's an Austrian School economist
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奥地利学派经济学家。
13:17
who was first active in the first half of the 20th century in Vienna.
269
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4564
13:21
What was interesting about the Austrian School
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关于奥地利学派的一个很有意思的事情便是
13:23
is they actually grew up alongside Freud.
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他们成长与弗洛伊德的时代。
13:26
And so they're predominantly interested in psychology.
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所以他们对心理学非常感兴趣。
13:29
They believed that there was a discipline called praxeology,
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他们认为一门叫做“人类行为学”的学科
13:34
which is a prior discipline to the study of economics.
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必须被作为经济学的首要学科。
13:36
Praxeology is the study of human choice, action and decision-making.
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人类行为学学习人类的选择,行动以及做出决定的方式。
13:41
I think they're right.
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我觉得他们是对的。
我觉得今天的世界很危险的
13:43
I think the danger we have in today's world
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2068
把经济学放于
13:45
is we have the study of economics
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人类心理学的学科之上。
13:47
considers itself to be a prior discipline to the study of human psychology.
279
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4030
13:51
But as Charlie Munger says, "If economics isn't behavioral,
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2969
但就像查理。芒格说的:“如果经济学不是行为上的研究,
我就不知道它到底是什么了。”
13:54
I don't know what the hell is."
281
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1547
馮·米塞斯相信经济学只是心理学的一部分。
13:57
Von Mises, interestingly, believes economics is just a subset of psychology.
282
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5801
14:02
I think he just refers to economics
283
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1905
我记得他称经济学是
14:04
as "the study of human praxeology under conditions of scarcity."
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3280
“在资源有限的情况研究人类行为学。”
我觉得馮·米塞斯
14:09
But Von Mises, among many other things,
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这个比拟最好的解释了
14:12
I think uses an analogy which is probably the best justification and explanation
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14:16
for the value of marketing, the value of perceived value
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市场学和感知价值的意义,
以及我们必须将它们提到和任何其他的价值同等
14:21
and the fact that we should treat it as being absolutely equivalent
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3277
14:24
to any other kind of value.
289
864328
1483
的地位的事实。
我们每个人 - 包括在市场销售工作的 --
14:26
We tend to, all of us, even those of us who work in marketing,
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2952
都会从两个方面考虑价值的意义。
14:29
think of value in two ways:
291
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1298
一方面有真正价值,
14:30
the real value, which is when you make something in a factory
292
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2897
它是当你在工厂生产的东西或是提供的服务。
也有另外一种比较模糊的价值,
14:33
or provide a service,
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1154
14:34
and then there's a dubious value,
294
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1618
它是当你改变了人们看待某件事物的看法。
14:36
which you create by changing the way people look at things.
295
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2811
馮·米塞斯完全的唾弃了这种分别。
14:39
Von Mises completely rejected this distinction.
296
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2294
而他用了一下的比拟。
14:41
And he used this following analogy:
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1891
他提到了一帮叫法国重农主义者的奇异的经济学家,
14:43
he referred to strange economists called the French physiocrats,
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5333
他们相信真正价值是有土地而来的。
14:48
who believed that the only true value was what you extracted from the land.
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3630
如果你是一个牧羊人,采石工或者农夫,
14:52
So if you're a shepherd or a quarryman or a farmer,
300
892432
2485
14:54
you created true value.
301
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1421
你创造着真正地价值。
14:56
If however, you bought some wool from the shepherd
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2859
但如果你从牧羊人那里买了羊毛,
并再卖出以羊毛制造的帽子时要求额外的费用,
14:59
and charged a premium for converting it into a hat,
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2981
你并没有创造价值,
15:02
you weren't actually creating value,
304
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1782
15:04
you were exploiting the shepherd.
305
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1760
你只是在剥削那牧羊人。
15:06
Now, Von Mises said that modern economists make exactly the same mistake
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3723
馮·米塞斯说现代经济学家在广告和市场销售方面
犯了同样的错误。
15:10
with regard to advertising and marketing.
307
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2057
15:12
He says if you run a restaurant,
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1882
他说,如果你开了一家餐厅,
15:14
there is no healthy distinction to be made
309
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2239
在你的烹饪的食物所创造的价值和
你打扫地板所创造的价值之间
15:17
between the value you create by cooking the food
310
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2553
15:19
and the value you create by sweeping the floor.
311
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2303
并没有健康的区别。
其中一个或许创造了主要的产物 --
15:22
One of them creates, perhaps, the primary product --
312
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2490
15:24
the thing we think we're paying for --
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1865
我们所为之付钱的 --
另外一个创造了一个
15:26
the other one creates a context within which we can enjoy
314
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2841
我们可以享受和赞美产物的环境。
15:29
and appreciate that product.
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1524
而其中一个实际上比另外一个更重要的想法
15:31
And the idea that one of them should have priority over the other
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3172
从根本上就是错误的。
15:34
is fundamentally wrong.
317
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1150
15:36
Try this quick thought experiment:
318
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1667
试试看这个快速的思想实验。
15:37
imagine a restaurant that serves Michelin-starred food,
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2651
设想一个提供米其林星级的食物的餐厅,
但餐厅本身闻起来像下水道
15:40
but where the restaurant smells of sewage
320
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2647
并有排泄物在地板上。
15:43
and there's human feces on the floor.
321
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2138
15:45
(Laughter)
322
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1409
15:46
The best thing you can do there to create value
323
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2493
在此你可以做的最好的来创造价值的
并不是考虑食物上的更多的进步,
15:49
is not actually to improve the food still further,
324
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3016
15:52
it's to get rid of the smell and clean up the floor.
325
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2799
而是去除异味和清理地板。
我们对它的理解非常重要。
15:57
And it's vital we understand this.
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2553
如果它看起来像一个非常奇特,难解的事情,
16:00
If that seems like a sort of strange, abstruse thing --
327
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2647
在英国,邮局对于在隔天送递头等信件
16:02
in the UK, the post office had a 98 percent success rate
328
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3898
16:06
at delivering first-class mail the next day.
329
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2184
有着98%的成功率。
他们觉得这还不够好,
16:09
They decided this wasn't good enough,
330
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1885
并且尝试将它提升到99%。
16:11
and they wanted to get it up to 99.
331
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1792
而试图达到这个目标的尝试几乎分裂了这个公司。
16:14
The effort to do that almost broke the organization.
332
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3373
而同时如果你问人们,
16:18
If, at the same time, you'd gone and asked people,
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2390
“头等信件有多少在隔日便会到达?”
16:21
"What percentage of first-class mail arrives the next day?"
334
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2819
大部分人会回答大概50%到60%之间。
16:24
the average answer, or the modal answer, would have been "50 to 60 percent."
335
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3906
如果公众看法比实际差太多,
16:28
Now, if your perception is much worse than your reality,
336
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2714
你去尝试改变实际有什么用?
16:31
what on earth are you doing trying to change the reality?
337
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3024
它就像一个很臭的餐厅试图提升食物质量。
16:34
That's like trying to improve the food in a restaurant that stinks.
338
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3615
你需要做的第一件事情
16:39
What you need to do is, first of all, tell people
339
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2718
就是告诉大家
98%的邮件会在隔天到达。
16:42
that 98 percent of first-class mail gets there the next day.
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16:46
That's pretty good.
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这样就很好。
我甚至会主张,在英国你可以用一个更好的框架,
16:48
I would argue, in Britain, there's a much better frame of reference,
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那边是告诉人们
16:51
which is to tell people that more first-class mail arrives the next day
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相比德国,更多的头等信件会在
隔天到达。
16:55
in the UK than in Germany, because generally, in Britain,
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因为一般来说在英国,如果你想让我们开心,
16:57
if you want to make us happy about something,
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只要告诉我们我们比德国人做的更好。
17:00
just tell us we do it better than the Germans.
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(笑声)
17:02
(Laughter)
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(掌声)
17:04
(Applause)
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选择对的思想框架和感知价值,
17:06
Choose your frame of reference and the perceived value,
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17:09
and therefore, the actual value is completely transformed.
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实际价值便会完全的被改变。
我们必须承认德国人
17:13
It has to be said of the Germans
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1645
17:14
that the Germans and the French are doing a brilliant job
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和法国人正在为一个团结的欧洲
做出很大的努力。
17:17
of creating a united Europe.
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17:18
The only thing they didn't expect is they're uniting Europe
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而他们唯一没有想到的便是他们基於对法国人和德国人的
17:21
through a shared mild hatred of the French and Germans.
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轻微敌意上团结整个欧洲。
但我是英国人,我觉得这样挺好。
17:24
But I'm British; that's the way we like it.
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2050
17:26
(Laughter)
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2125
你可以发现在任何角度下我们的知觉都是有空隙的。
17:29
What you'll also notice is that, in any case,
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17:31
our perception is leaky.
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1190
17:32
We can't tell the difference between the quality of the food
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2878
我们不能区分食物的质量以及
我们在享受食物的环境。
17:35
and the environment in which we consume it.
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2013
每个洗过车的人
17:37
All of you will have seen this phenomenon
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都会观察到这样的现象。
17:39
if you have your car washed or valeted.
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1982
17:41
When you drive away, your car feels as if it drives better.
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3121
当你开走时,你的车开起来感觉好一些。
17:44
(Laughter)
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而原因便是,
17:46
And the reason for this --
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除非我的汽车清洗员偷偷的换了机油
17:47
unless my car valet mysteriously is changing the oil
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并做了一些我没有付费以及我不知道的工作,
17:50
and performing work which I'm not paying him for and I'm unaware of --
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那便是因为我们的知觉都是有漏洞的。
17:53
is because perception is, in any case, leaky.
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2307
17:55
Analgesics that are branded are more effective at reducing pain
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名牌的止痛剂相对于没有牌的止痛剂有更好的
17:59
than analgesics that are not branded.
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减除疼痛的效果。
18:01
I don't just mean through reported pain reduction --
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我并不只是说病患报告的疼痛消除,
而也是实际上测量到的疼痛消除。
18:04
actual measured pain reduction.
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18:05
And so perception actually is leaky in any case.
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4624
所以知觉在任何时候都是有漏洞的。
所以如果你在做一件从一方面的知觉来看是坏的的事情,
18:11
So if you do something that's perceptually bad in one respect,
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你也可以对另外一面造成伤害。
18:14
you can damage the other.
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1223
18:15
Thank you very much.
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非常感谢。
18:16
(Applause)
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(掌声)
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