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00:00
Translator: Timothy Covell
Reviewer: Morton Bast
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譯者: Karen SONG
審譯者: Gina Wang
我拿著的
00:16
What you have here
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00:17
is an electronic cigarette.
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是一根電子香煙
它自從一兩年前被發明後
00:22
It's something that, since it was
invented a year or two ago,
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已帶給我不可言喻的快樂
00:25
has given me untold happiness.
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00:26
(Laughter)
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(笑聲)
一小部分原因是尼古丁
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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但還有更重要的原因
00:32
which is, ever since, in the UK,
they banned smoking in public places,
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自從英國禁止在公共場所吸煙
我就再也沒有享受過酒會了
00:38
I've never enjoyed
a drinks party ever again.
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00:41
(Laughter)
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(笑聲)
我不久前才總結出個原因
00:43
And the reason, I only worked out
just the other day,
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就是當你來到一場酒會
00:46
which is: when you go
to a drinks party and you stand up
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站在那裡,手拿一杯紅酒
00:48
and hold a glass of red wine
and you talk endlessly to people,
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口若懸河
00:51
you don't actually want to spend
all the time talking.
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你可不願意一直講話
那太累了
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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有時候你只是想靜靜地站著想點事情
00:59
Sometimes you just want to stand
in the corner and stare out of the window.
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有時候你只是想站在角落望著窗外
01:04
Now the problem is, when you can't smoke,
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問題來了——當你不能抽煙的時候
如果你獨自一人站著並望著窗外
01:08
if you stand and stare
out of the window on your own,
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你就是個沒朋友的社交白癡
01:11
you're an antisocial, friendless idiot.
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(笑聲)
01:14
(Laughter)
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如果你獨自站著望向窗外,拿著一根煙
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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你就是個深沉的哲學家
01:21
(Laughter)
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(笑聲)
(掌聲)
01:24
(Applause)
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所以說重新定義事物的威力
01:30
So the power of reframing things
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怎麼講都不會太誇大
01:34
cannot be overstated.
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兩個完全一樣的東西、行為
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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其中一種讓你感覺良好
而另一種,只要稍作改變
01:43
and the other one,
with just a small change of posture,
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就能讓你感覺極差
01:46
makes you feel terrible.
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我認為古典經濟學的一個問題
01:49
And I think one of the problems
with classical economics is,
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在於它過分關注現實
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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但現實並非是通向人類幸福的好指南
比如說
01:59
Why, for example,
are pensioners much happier
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為什麼領退休金的老人
比年輕失業者更快樂?
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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畢竟二者的生活型態完全相同
02:09
You both have too much time
on your hands and not much money.
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手上有太多時間,卻沒有多少錢可花
但是退休老人據稱非常非常快樂
02:13
But pensioners are reportedly
very, very happy,
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而失業者則極度消沉及絕望
02:16
whereas the unemployed
are extraordinarily unhappy and depressed.
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我認為原因在於,退休老人相信
這身份是自己選擇成為的
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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而年輕失業者
02:24
whereas the young unemployed
feel it's been thrust upon them.
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卻感覺是被迫失業的
02:29
In England, the upper-middle classes have
actually solved this problem perfectly,
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在英國,上層的中產階級
已完美地解決這個問題
他們重新包裝了失業這回事
02:34
because they've re-branded unemployment.
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如果你屬於英國的上層中產階級
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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你管失業叫「一年假期」
02:41
(Laughter)
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(笑聲)
因為你兒子要是在曼徹斯特失了業
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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是一件蠻丟臉的事
02:48
But having a son
who's unemployed in Thailand
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但如果你兒子是在泰國賦閒
02:51
is really viewed
as quite an accomplishment.
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則是一項非凡的成就
02:53
(Laughter)
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(笑聲)
事實上,重新包裝事物的威力是--
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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瞭解到我們的經驗、花費、事物
03:03
don't actually much depend
on what they really are,
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並不太取決於它們自身
03:06
but on how we view them --
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而是取決於我們如何看待它們
我確實相信這威力不容小覷
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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我記得Daniel Pink提到過一個實驗
你把兩隻狗關在箱子裡
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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箱子底部通電
不定時的給予電擊
03:20
Every now and then,
an electric shock is applied to the floor,
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讓狗受到痛苦
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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唯一的不同是,其中一隻狗
在它那半箱子中有個小按鈕
03:31
And when it nuzzles the button,
the electric shock stops.
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當它用鼻子按那個按鈕
電擊就停止了
另一隻狗沒有這個按鈕
03:36
The other dog doesn't have the button.
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它感受到的電擊痛苦與前一隻狗完全相同
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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但它對局面沒有任何掌控
基本上,第一隻狗相對地滿足
03:47
Generally, the first dog
can be relatively content.
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第二隻狗則陷入深深的絕望
03:50
The second dog lapses
into complete depression.
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人生境遇對我們幸福的影響力
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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比不上我們對人生的控制感
04:03
It's an interesting question.
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這是個有趣的問題
整個西方世界都在爭論
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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稅收水準究竟該怎麼定
但我認為另一個爭論應被提出
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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就是我們對稅款的控制程度
在某種情況下花的10英鎊可能是個詛咒
04:17
that what costs us 10 pounds
in one context can be a curse;
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而在另一種情況下
花去的10英鎊可能倍受歡迎
04:21
what costs us 10 pounds in a different
context, we may actually welcome.
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你知道,花費2萬英鎊稅金投資健康
04:27
You know, pay 20,000 pounds
in tax toward health,
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你會感到自己是個冤大頭
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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但花費2萬英鎊去捐贈一間醫院病房
04:37
and you're called a philanthropist.
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你會被稱作慈善家
也許我在這個國家不適合談論納稅的意願
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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(笑聲)
04:45
So I'll give you one in return:
how you frame things really matters.
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所以作為補償
我要講如何對事物定調真的很重要
04:50
Do you call it "The bailout of Greece"?
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到底要稱作對希臘的緊急金援
04:52
Or "The bailout of a load of stupid banks
which lent to Greece"?
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還是稱作一堆愚蠢的銀行
笨到貸款給希臘的緊急援助?
04:56
(Laughter)
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因為這兩種說法實際上是同一回事
04:57
Because they are actually the same thing.
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你如何定調一個問題
04:59
What you call them
actually affects how you react to them,
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會影響到你心理以及倫理上的反應
05:03
viscerally and morally.
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坦白說我認為心理價值非常重要
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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我有一位很好的朋友
Nick Chater教授
05:11
who's the Professor of Decision
Sciences in London,
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在倫敦研究決策科學
他認為我們應該大大減少
05:14
believes we should spend far less time
looking into humanity's hidden depths,
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探討人性隱藏深度的時間
05:18
and spend much more time
exploring the hidden shallows.
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而把更多時間用在探索人性隱藏的膚淺上
我深深以為
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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印象能夠強烈地影響
我們的所想所為
但我們缺乏一個人類心理學的好模型
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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至少可能在卡尼曼之前的年代
05:34
we didn't have a really good model
of human psychology
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我們一直都沒有一個比較好的人類心理學模型
05:37
to put alongside models of engineering,
of neoclassical economics.
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以與工程學模型和新古典經濟學模型比肩
05:42
So people who believed in psychological
solutions didn't have a model.
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因此那些相信心理學解釋的人們
沒有可用的模型
05:46
We didn't have a framework.
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沒有理論框架可用
05:48
This is what Warren Buffett's
business partner Charlie Munger calls
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這就是巴菲特的生意夥伴查理‧孟格所稱
“一個用來懸掛你想法的格子框架”
05:51
"a latticework on which
to hang your ideas."
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工程師、經濟學家、古典學派經濟學家
05:54
Engineers, economists,
classical economists
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都有一個非常強有力的現有理論框架
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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用來準確定位任何一個相關想法
06:03
We merely have a collection
of random individual insights
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心理學卻只有一些隨機的個人見解
06:06
without an overall model.
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但缺乏整體的理論框架
06:08
And what that means
is that, in looking at solutions,
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這就意味當我們尋求解決方案時
我們太過側重於
06:13
we've probably given too much priority
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工程學方面的、牛頓思維的辦法
06:16
to what I call technical engineering
solutions, Newtonian solutions,
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而對心理學方向的關注遠遠不足
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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你們都知道我那個關於歐洲之星的例子
06:24
six million pounds spent
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六百億英鎊花在將巴黎與倫敦
06:26
to reduce the journey time
between Paris and London
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之間的車程縮短40分鐘
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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但只要花這筆錢的1%
你可以讓列車有WiFi網路
06:35
which wouldn't have reduced
the duration of the journey,
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這雖然不會縮短旅程的時間
06:38
but would have improved its enjoyment
and its usefulness far more.
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但會大大增加旅程的樂趣和用途
用這筆錢的10分之1
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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你就能請到全世界的男女超級名模
在走道上向所有旅客分發免費的波得路堡葡萄酒
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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你還能剩下50億英鎊
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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旅客還可能會要求列車減速
06:58
(Laughter)
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(笑聲)
我們為什麼從未嘗試
07:02
Why were we not given the chance
to solve that problem psychologically?
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從心理學的角度來解決問題?
07:06
I think it's because there's an imbalance,
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我想這是因為我們對待以下兩種思維方式
是不平衡、不對稱的
07:08
an asymmetry in the way we treat creative,
emotionally driven psychological ideas
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一種是創造性的、情緒引導的心理學思維方式
另一種理性的、數據的、報表引導的思維方式
07:15
versus the way we treat rational,
numerical, spreadsheet-driven ideas.
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如果你是一個創造性的人
07:20
If you're a creative person,
I think, quite rightly,
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你必須將自己的想法分享給
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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更理性的人,獲得他們的批准
07:26
You have to go in
and have a cost-benefit analysis,
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你必須給出一個成本收益分析
一個可行性研究
投資回報率分析之類的東西
07:30
a feasibility study,
an ROI study and so forth.
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這也許沒有錯
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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但當情況反過來時卻是行不通的
那些已有理論框架
07:38
People who have an existing framework --
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07:40
an economic framework,
an engineering framework --
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經濟學框架、工程學框架
認為邏輯是自身的答案
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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他們不會說:“數字看來是沒錯
07:49
but before I present this idea,
I'll show it to some really crazy people
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但我要在報告這個想法之前
我要去問問那些真正瘋狂的人
看他們能不能有更好的想法。”
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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所以我們人為地
將機械化思維置於心理學思維之上
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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這裡有個關於心理學解決方案的絕佳例子:
08:04
the single best improvement
in passenger satisfaction
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倫敦地鐵花錢在改善乘客滿意度上最好的措施
08:07
on the London Underground,
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08:08
per pound spent,
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並不是增加列車數量
或者改變行班間距
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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而是在月臺上放置了顯示營幕
08:18
because the nature of a wait is not just
dependent on its numerical quality,
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由於等待的特性
並不完全取決於等待時間的長度
08:22
its duration,
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而是取決於你等待時所感受不確定性的程度
08:24
but on the level of uncertainty
you experience during that wait.
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在計時器的倒計時中等待7分鐘
08:27
Waiting seven minutes for a train
with a countdown clock
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其間的沮喪和煩躁遠低於
08:30
is less frustrating and irritating
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08:32
than waiting four minutes,
knuckle biting, going,
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只等了四分鐘,但咬著手指不斷逼問
這該死的車什麼時候才來?
08:35
"When's this train
going to damn well arrive?"
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韓國也有個很棒的心理學解決方案
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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紅燈時有倒數計時
這在實驗中被證實能夠降低事故發生率
08:44
It's proven to reduce
the accident rate in experiments.
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08:47
Why?
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為什麼?因為交通上的憤怒、不耐和焦躁
08:48
Because road rage, impatience and general
irritation are massively reduced
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在你能清楚看到剩下的等待時間時
被大大降低
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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在中國,不知為何
08:58
they applied the same principle
to green traffic lights --
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他們在綠燈的時候運用同樣方法
09:01
(Laughter)
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(笑聲)
這可不是個好主意
09:05
which isn't a great idea.
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你離路口還有200碼遠
看到綠燈還剩5秒,就直接衝過去
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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(笑聲)
韓國人很嚴謹的測試了兩種情況
09:14
The Koreans, very assiduously,
did test both.
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給紅燈倒計時,事故率降低
09:17
The accident rate goes down
when you apply this to red traffic lights;
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而給綠燈倒計時,事故率則上升
09:20
it goes up when you apply it
to green traffic lights.
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我呼籲人們在做決策時
09:23
This is all I'm asking for, really,
in human decision making,
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考慮這三個方面
(投影:技術、心理、經濟)
09:26
is the consideration
of these three things.
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它們的重要性不分先後
09:28
I'm not asking for the complete primacy
of one over the other.
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我只是希望當你解決問題時
09:31
I'm merely saying
that when you solve problems,
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同等重要地考慮以下這三個要素
09:33
you should look
at all three of these equally,
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你應盡可能地
09:36
and you should seek as far as possible
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去找尋匯聚三者的完美解決方案
09:38
to find solutions which sit
in the sweet spot in the middle.
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如果你實際去評估一家好公司
09:41
If you actually look at a great business,
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你幾乎都會看到這三個方面的作為
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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貨真價實的成功企業
09:48
Google is a great, great
technological success,
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Google是成功的科技公司
09:51
but it's also based
on a very good psychological insight:
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但它同時反映出非常好的心理學洞見
人們相信專注於一種業務的公司
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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在此種業務上要比多樣化的公司做得更出色
10:02
It's an innate thing
called "goal dilution."
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這種固有的信念叫做目標稀釋
10:04
Ayelet Fishbach has written
a paper about this.
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阿耶萊-費斯巴赫寫了一篇關於這件事的論文
10:07
Everybody else at the time
of Google, more or less,
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Google出現時的其他同業公司
都在努力成為入口網站
10:10
was trying to be a portal.
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的確,他們有搜索功能
10:11
Yes, there's a search function,
but you also have weather,
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但也有天氣預報、體育賽事比分、一點新聞報導
10:14
sports scores, bits of news.
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Google明白如果你僅僅是一個搜尋引擎
10:17
Google understood
that if you're just a search engine,
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人們會假定你是非常好的搜尋引擎
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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3482
你們所有人
在買電視的時候都深刻體會到這點
在那排平板電視最後的破爛角落裡
10:26
and in the shabbier end
of the row of flat-screen TVs,
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有一種備受冷落的機器叫電視與DVD組合播放機
10:29
you can see, are these
rather despised things
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2305
10:31
called "combined TV and DVD players."
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你對這種東西的品質一無所知
10:35
And we have no knowledge whatsoever
of the quality of those things,
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但我們眼看這電視與DVD播放器的組合
就會觀感很差
10:38
but we look at a combined
TV and DVD player and we go, "Uck.
209
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3439
10:41
It's probably a bit of a crap telly
and a bit rubbish as a DVD player."
210
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覺得這可能是爛電視和爛DVD播放機的組合吧
10:45
So we walk out of the shops
with one of each.
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2417
所以我們走出商店時會分別買這兩種機器
Google在心理學方面的成功和
技術上的成功同樣重要
10:48
Google is as much a psychological success
as it is a technological one.
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我提議我們可以用心理學來解決
10:54
I propose that we can use
psychology to solve problems
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2633
10:56
that we didn't even realize
were problems at all.
214
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2331
那些我們甚至不認為是問題的問題
我有個幫助人們完成抗生素療程的建議
10:59
This is my suggestion for getting people
to finish their course of antibiotics.
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不要給他們24顆白色藥片
11:03
Don't give them 24 white pills;
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1569
11:04
give them 18 white pills and six blue ones
217
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3013
給他們18顆白色藥片和6顆藍色藥片
11:07
and tell them to take
the white pills first,
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2067
告訴他們先吃白的,再吃藍的
11:09
and then take the blue ones.
219
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1470
這叫做組塊化
11:12
It's called "chunking."
220
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1151
11:13
The likelihood that people will get
to the end is much greater
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人們堅持到最後的可能性大大增加
11:16
when there is a milestone
somewhere in the middle.
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因為中途有個里程碑
我想經濟學一個顯著的錯誤
11:20
One of the great mistakes,
I think, of economics
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2346
就是沒有認知到某個事項
11:22
is it fails to understand
that what something is --
224
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2403
11:24
whether it's retirement,
unemployment, cost --
225
684904
2508
無論是退休、失業,還是花費
11:28
is a function, not only of its amount,
but also its meaning.
226
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3724
都不僅是作用或是數據
更具有心理意義
在英國有個收費站
11:33
This is a toll crossing in Britain.
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2802
通常在收費站都要排隊
11:36
Quite often queues happen at the tolls.
228
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2937
11:39
Sometimes you get very,
very severe queues.
229
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2224
有時候甚至大排長龍
11:41
You could apply
the same principle, actually,
230
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如果你願意,可以採取
11:43
to the security lanes in airports.
231
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1740
與機場安檢同樣的方法
要是你要繳納兩倍的過橋費才能快速通過
11:45
What would happen if you could actually
pay twice as much money
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2986
11:48
to cross the bridge,
233
708254
1151
那會發生什麼情況?
11:49
but go through a lane
that's an express lane?
234
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2119
11:51
It's not an unreasonable thing to do;
235
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1770
這可不是無理要求
而是一個經濟上高效率的做法
11:53
it's an economically
efficient thing to do.
236
713366
2011
時間的價值對某些人比其他人更高
11:55
Time means more
to some people than others.
237
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2041
11:57
If you're waiting trying
to get to a job interview,
238
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2431
如果你要去參加求職面試
11:59
you'd patently pay a couple of pounds more
to go through the fast lane.
239
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4214
你顯然願意花多幾英鎊走快速通道
如果你是要去見岳母
12:04
If you're on the way
to visit your mother-in-law,
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2329
12:06
you'd probably prefer --
241
726512
1151
你可能更願意走普通車道
12:07
(Laughter)
242
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1183
12:08
you'd probably prefer to stay on the left.
243
728894
2134
實施這項經濟高效措施的唯一麻煩就是
12:11
The only problem is if you introduce
this economically efficient solution,
244
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3477
人們厭惡它
12:15
people hate it ...
245
735117
1150
12:16
because they think you're deliberately
creating delays at the bridge
246
736894
3331
他們會以為你將故意製造橋上的擁堵
來增加收入
12:20
in order to maximize your revenue,
247
740249
1654
12:21
and, "Why on earth should I pay
to subsidize your incompetence?"
248
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3388
他們會想“為什麼我要掏錢為你的無能買單?”
12:25
On the other hand,
change the frame slightly
249
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2180
然而,若稍稍改變做法
12:27
and create charitable yield management,
250
747840
2291
增加所得的慈善管理
不讓增收的錢款歸入路橋公司
而作慈善用途
12:30
so the extra money you get
goes not to the bridge company,
251
750155
3134
12:33
it goes to charity ...
252
753313
1191
人們的付款意願將會截然不同
12:35
and the mental willingness
to pay completely changes.
253
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2845
你擁有了一個經濟上相對高效的解決方案
12:39
You have a relatively
economically efficient solution,
254
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2643
同時也會被公眾接納
12:42
but one that actually meets
with public approval
255
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2319
12:44
and even a small degree of affection,
256
764398
2000
甚至還受到一點點的喜愛
12:46
rather than being seen as bastardy.
257
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2189
而不是被視為卑鄙無恥
12:49
So where economists
make the fundamental mistake
258
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2654
所以,經濟學家基本上的錯誤在於
12:52
is they think that money is money.
259
772442
1965
他們認為錢就是錢
實際上我付5英鎊時的痛苦
12:55
Actually, my pain experienced
in paying five pounds
260
775535
4231
12:59
is not just proportionate to the amount,
261
779790
2147
與金額大小沒有直接關係
13:01
but where I think that money is going.
262
781961
1984
而是在我所認定之錢的用途
我相信理解這點將會對稅收政策帶來革命
13:04
And I think understanding that
could revolutionize tax policy.
263
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2996
13:07
It could revolutionize
the public services.
264
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2003
它會對公共服務帶來革命
13:09
It could actually change things
quite significantly.
265
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2513
它將會顯著的改變現狀
13:12
[Ludwig Von Mises is my hero.]
266
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1462
你們需要這個人研究一下
(投影:路德維希‧馮‧米塞斯是我的英雄)
13:13
Here's a guy you all need to study.
267
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1714
他是奧地利學派的一位經濟學家
13:15
He's an Austrian School economist
268
795382
1605
20世紀上半葉在維也納嶄露頭角
13:17
who was first active in the first half
of the 20th century in Vienna.
269
797011
4564
13:21
What was interesting
about the Austrian School
270
801599
2192
奧地利學派的特點在於
13:23
is they actually grew up alongside Freud.
271
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3033
它是與佛洛伊德共同成長的
13:26
And so they're predominantly
interested in psychology.
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2653
所以他們十分仰賴心理學
13:29
They believed that there was
a discipline called praxeology,
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4553
他們認為有行為學這門學說
13:34
which is a prior discipline
to the study of economics.
274
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2596
要高於經濟學
13:36
Praxeology is the study of human choice,
action and decision-making.
275
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4448
行為學研究人類如何選擇、行動和決策
13:41
I think they're right.
276
821920
1325
我認為他們是對的
現今世界的危險在於
13:43
I think the danger
we have in today's world
277
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2068
我們現有的經濟學
13:45
is we have the study of economics
278
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1680
認為自身比人類心理學更重要
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,
280
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2969
但正如查理‧孟格所言:“如果經濟不具備行為學的特質
我則不知道它是什麼東西。”
13:54
I don't know what the hell is."
281
834112
1547
有意思的是,馮‧米塞斯認為
經濟學只是心理學的分支
13:57
Von Mises, interestingly, believes
economics is just a subset of psychology.
282
837064
5801
14:02
I think he just refers to economics
283
842889
1905
他認為經濟學只是
14:04
as "the study of human praxeology
under conditions of scarcity."
284
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3280
“在稀有條件下的人類行為學研究”
馮‧米塞斯在諸多貢獻中
14:09
But Von Mises, among many other things,
285
849002
3096
最重要的是他運用了最佳的類比來說明
14:12
I think uses an analogy which is probably
the best justification and explanation
286
852122
4650
14:16
for the value of marketing,
the value of perceived value
287
856796
4207
行銷的價值和感知價值
事實上我們應絕對平等的對待感知價值
14:21
and the fact that we should treat it
as being absolutely equivalent
288
861027
3277
14:24
to any other kind of value.
289
864328
1483
一如其他種類的價值
我們所有人,甚至是從事行銷的人
14:26
We tend to, all of us, even those of us
who work in marketing,
290
866314
2952
都傾向於把價值分為兩種
14:29
think of value in two ways:
291
869290
1298
一種是真實價值
14:30
the real value, which is when
you make something in a factory
292
870612
2897
就是在工廠製造商品或提供服務
另一種是不確定的價值
14:33
or provide a service,
293
873533
1154
14:34
and then there's a dubious value,
294
874711
1618
來自於改變人們對事物的觀感
14:36
which you create by changing
the way people look at things.
295
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2811
馮‧米塞斯完全反對這種分野
14:39
Von Mises completely rejected
this distinction.
296
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2294
他用的是以下的類比
14:41
And he used this following analogy:
297
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1891
他提到一個叫做法國重農主義的古怪經濟學派
14:43
he referred to strange economists
called the French physiocrats,
298
883421
5333
他們相信只有土地的產出物才有真正的價值
14:48
who believed that the only true value
was what you extracted from the land.
299
888778
3630
所以如果你是牧羊人、礦工或農民
14:52
So if you're a shepherd
or a quarryman or a farmer,
300
892432
2485
14:54
you created true value.
301
894941
1421
你才創造真正的價值
14:56
If however, you bought
some wool from the shepherd
302
896386
2859
但如果有人從牧羊人手中買下羊毛
做成帽子,賺取更高利潤
14:59
and charged a premium
for converting it into a hat,
303
899269
2981
就不是創造價值
15:02
you weren't actually creating value,
304
902274
1782
15:04
you were exploiting the shepherd.
305
904080
1760
而是在剝削牧羊人
15:06
Now, Von Mises said that modern
economists make exactly the same mistake
306
906699
3723
馮‧米塞斯提出現代經濟學(與重農主義者)
在對待廣告和行銷上犯了一模一樣的錯誤
15:10
with regard to advertising and marketing.
307
910446
2057
15:12
He says if you run a restaurant,
308
912837
1882
他說,如果你經營一家餐館
15:14
there is no healthy distinction to be made
309
914743
2239
你沒辦法去嚴格區分
烹飪食物所創造的價值
15:17
between the value you create
by cooking the food
310
917006
2553
15:19
and the value you create
by sweeping the floor.
311
919583
2303
和打掃地板的價值
前一項創造了主要產品
15:22
One of them creates, perhaps,
the primary product --
312
922463
2490
15:24
the thing we think we're paying for --
313
924977
1865
消費者認為花錢購買的是菜肴
另一項則創造了環境
15:26
the other one creates a context
within which we can enjoy
314
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2841
消費者在這個環境中享用產品
15:29
and appreciate that product.
315
929731
1524
若認為一項比另一項更重要
15:31
And the idea that one of them
should have priority over the other
316
931279
3172
是個根本性的錯誤
15:34
is fundamentally wrong.
317
934475
1150
15:36
Try this quick thought experiment:
318
936204
1667
讓我們來做個快速的思維實驗
15:37
imagine a restaurant
that serves Michelin-starred food,
319
937895
2651
想像一家餐廳
提供米其林星級水準的食物
但餐廳裡惡臭彌漫
15:40
but where the restaurant smells of sewage
320
940570
2647
地板上屎尿橫流
15:43
and there's human feces on the floor.
321
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2138
15:45
(Laughter)
322
945403
1409
15:46
The best thing you can do there
to create value
323
946836
2493
你在這家餐廳創造價值的最好方法
不是去更進一步提升菜餚品質
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.
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2799
而是去除異味,清潔地板
理解這點至關重要
15:57
And it's vital we understand this.
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2553
如果這看起來古怪、荒謬
16:00
If that seems like a sort
of strange, abstruse thing --
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2647
英國郵政有98%的成功投遞率
16:02
in the UK, the post office
had a 98 percent success rate
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962767
3898
16:06
at delivering first-class
mail the next day.
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966689
2184
讓平信隔天送達
他們認為這還不夠好
16:09
They decided this wasn't good enough,
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969452
1885
想要把結果提升到99%
16:11
and they wanted to get it up to 99.
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1792
為了做這樣的事差點毀了整個組織
16:14
The effort to do that
almost broke the organization.
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3373
如果你同時去問民眾
16:18
If, at the same time,
you'd gone and asked people,
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2390
“平信隔天寄到的比率有多少?”
16:21
"What percentage of first-class mail
arrives the next day?"
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2819
一般典型的回答是50%-60%
16:24
the average answer, or the modal answer,
would have been "50 to 60 percent."
335
984037
3906
如果公眾感知遠遠低於實際情況
16:28
Now, if your perception
is much worse than your reality,
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2714
你為什麼還要去改變實際情況?
16:31
what on earth are you doing
trying to change the reality?
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3024
這就像試著在臭餐廳裡提升食物品質
16:34
That's like trying to improve the food
in a restaurant that stinks.
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3615
你需要做的
16:39
What you need to do is,
first of all, tell people
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999622
2718
首先是去告訴民眾
平信隔天到達的比率已達到98%
16:42
that 98 percent of first-class mail
gets there the next day.
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1002364
4507
16:46
That's pretty good.
341
1006895
1521
這已經很不錯了
不過我認為
在英國還有更好用的說法
16:48
I would argue, in Britain,
there's a much better frame of reference,
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3208
就是告訴民眾
16:51
which is to tell people that more
first-class mail arrives the next day
343
1011672
3367
英國平信的隔日送達率
超過德國
16:55
in the UK than in Germany,
because generally, in Britain,
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1015063
2715
因為一般來說
你如果想要英國人高興
16:57
if you want to make us happy
about something,
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1017802
2284
就告訴他們我們做得比德國好
17:00
just tell us we do it
better than the Germans.
346
1020110
2192
(笑聲)
17:02
(Laughter)
347
1022326
1730
(鼓掌)
17:04
(Applause)
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1024080
2252
選則你的說法和感知價值
17:06
Choose your frame of reference
and the perceived value,
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3221
17:09
and therefore, the actual value
is completely transformed.
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1029601
3406
事物的真實價值就會完全改變
我們得承認德國人
17:13
It has to be said of the Germans
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1033031
1645
17:14
that the Germans and the French
are doing a brilliant job
352
1034700
2702
與法國人一起讓歐洲團結
非常了不起
17:17
of creating a united Europe.
353
1037426
1454
17:18
The only thing they didn't expect
is they're uniting Europe
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1038904
2870
他們唯一沒有料到的是
這個團結的歐洲
17:21
through a shared mild hatred
of the French and Germans.
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1041798
2998
都對法國人和德國人有些輕微憎恨
但我是英國人
我喜歡這樣的結果
17:24
But I'm British;
that's the way we like it.
356
1044820
2050
17:26
(Laughter)
357
1046894
2125
你也要注意我們的感知是有漏洞的
17:29
What you'll also notice
is that, in any case,
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1049359
2121
17:31
our perception is leaky.
359
1051504
1190
17:32
We can't tell the difference
between the quality of the food
360
1052718
2878
我們無法區分食物品質
和相應的就餐環境
17:35
and the environment
in which we consume it.
361
1055620
2013
你們應該都觀察到一個現象
17:37
All of you will have seen this phenomenon
362
1057657
2038
只要洗過車或讓人泊過車
17:39
if you have your car washed or valeted.
363
1059719
1982
17:41
When you drive away,
your car feels as if it drives better.
364
1061725
3121
當你開走時,會感覺車子更好開了
17:44
(Laughter)
365
1064870
1341
而這個原因
17:46
And the reason for this --
366
1066235
1256
除非是洗車員偷偷地更換了機油
17:47
unless my car valet
mysteriously is changing the oil
367
1067515
2648
或者在我不知情的前提下免費為我的車做了什麼
17:50
and performing work which I'm not paying
him for and I'm unaware of --
368
1070187
3343
是因為感知總是有漏洞的
17:53
is because perception
is, in any case, leaky.
369
1073554
2307
17:55
Analgesics that are branded
are more effective at reducing pain
370
1075885
3917
有品牌的止痛藥的止痛效果
17:59
than analgesics that are not branded.
371
1079826
1811
比沒品牌的要好
18:01
I don't just mean through reported
pain reduction --
372
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2618
我的論據並不是患者自己說疼痛減輕
而是實際測量的疼痛減輕
18:04
actual measured pain reduction.
373
1084303
1671
18:05
And so perception
actually is leaky in any case.
374
1085998
4624
所以說,感知總是有漏洞的
如果你做了一件事
從某一方面會被感知是壞事
18:11
So if you do something
that's perceptually bad in one respect,
375
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3018
另方面也會受到損害
18:14
you can damage the other.
376
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1223
18:15
Thank you very much.
377
1095570
1151
非常感謝
18:16
(Applause)
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2388
(掌聲)
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