5-芒格在USC的演讲分析@2019.08.20.

文章进入“猪肚”,干货愈发多了。没事儿,那就多解析一些:


@“弈”的快乐@周末地铁偶拍

#17 You want to appeal to interest, you want to do it of lofty motives, but you should not avoid appealing to interest.
解析:“看得高远”和“做得落地”不矛盾,不耻于谈利、不避讳谈利。

#18 Another thing, perverse incentives. You don’t want to be in a perverse incentive system that’s causing you to behave more and more foolishly or worse and worse.
解析:“错位激励”,应当规避,否则人成了傻子、越来越傻。

#19 Perverse associations, also to be avoided. You particularly want to avoid working directly under somebody you really don’t admire and don’t want to be like.
解析:“错位协作”,作为给年轻人的建议,老爷子说千万千万别忍气吞声为自己“鄙视”、或“不以为然”的领导工作,这是从“三”观层面来说的。

#20 Well objectivity maintenance routines are totally required in life if you’re going to be a correct thinker....You should have all this elementary wisdom and then you should go through and have a checklist in order to use it.
解析:正确的“基础思维”的重要性,时时“拂尘”、保持冷静、保持客观,实在做不到,随身带一份“清单”,随时检查。

#21 A last idea that I found very important is I realized very early that non-egality would work better in the parts of the world I wanted to inhabit....I think the game of life in many respects is getting a lot of practice into the hands of the people that have the most aptitude to learn and the most tendency to be learning machines....if you want the very highest reaches of human civilization that’s where you have to go.
解析:人生不易、“不公平”是常态;于人、于己,务必“见微知著”、务必寻人之"光"好好学、成为“学习机器”;所谓“人类文明”,都是从“生前”知识的吸取、都是从“当世”老师那里“汲取”开启的。

#22 Then we got chauffeur knowledge, they have learned to prattle the talk. They have a big head of hair, they have a fine temper in the voice, they make a hell of an impression, but in the end they've got chauffeur knowledge…
解析:进一步,老爷子说到了学习的“方法”,千万不要“鹦鹉学舌”、千万不要成为只会“复述”的“司机”、不加思考、不把知识活学活用、成为身体的一部分;再牛逼的知识,如果没有和自己融为一体、成为自己体系的有机组成、让自己有“价值输出”,又有何用?又有何用?只是“知识”饭桶。

#23 Another thing that I found is an intense interest of the subject is indispensable if you are really going to excel.
解析:老爷子在这里强调了“极大兴趣”的驱动力量,前文中,他也提到了大学毕业后能学到的知识的差别,才决定了一个人真正的成就,哪怕就只是“街头智慧”、也是“智慧”,而不会是“知识”饭桶;发现、呵护、强大自己的“极大兴趣”,便是老爷子定义的“有意义的人生”。

好了,干货就是这样,简短、铿锵,于我们普通人,剩下的就是在实践中领悟、去“去伪存真”辨析“知识”、融入自己的有输出的“体系”、强大自己的“极大兴趣”。

继续打球,暑假进入十天倒计时。抓紧练身体。


I watched the brilliant Harvard law Review trained general counsel of unclear lose his career, and what he did was when the CEO was aware some underling has done something wrong the general counsel said “gee we don’t have any legal duty to report this but I think it’s what we should do it’s our moral duty." Of course the general counsel was totally correct but of course it didn’t work it was a very unpleasant thing for the CEO to do and he put it off and of course everything erode into a major scandal and down went the CEO and the general counsel with him.

The correct answer in situations like that was given by Ben Franklin, he said “if you want to persuade appeal to interest not to reason.” The self serving bias is so extreme.** If the general counsel said, “look this is going to erupt, it’s something that will destroy you take away your money, take away your status it’s a perfect disaster”, it would have worked! #17 You want to appeal to interest, you want to do it of lofty motives, but you should not avoid appealing to interest.

#18 Another thing, perverse incentives. You don’t want to be in a perverse incentive system that’s causing you to behave more and more foolishly or worse and worse. Incentives are too powerful a controller of human cognition and human behavior and one of the things you are going to find in some modern law firms is billable hour quotas and I could not have lived under a billable hour quota of 2,400 hours a year. That would have caused serious problems for me I wouldn’t have done it and I don’t have a solution for you for that you have to figure it out for yourself but it’s a significant problem.

#19 Perverse associations, also to be avoided. You particularly want to avoid working directly under somebody you really don’t admire and don’t want to be like. It’s very dangerous we are all subject to control to some extent our authority figures strictly authority figures that are rewarding us. And that requires some talent, the way I solved that is I figured out the people I did admire and I maneuvered cleverly without criticizing anybody so I was working entirely under people I admired. And a lot of law firms will permit that if you’re shrewd enough to work it out and your outcome in life will be way more satisfactory and way better if you work under people you really admire, the alternative is not a good idea.

Objectivity maintenance. Well we all remember that Darwin paid special attention to disconfirming evidence particularly to disconfirm something he believed and loved. #20 Well objectivity maintenance routines are totally required in life if you’re going to be a correct thinker. And they were talking about Darwin’s attitude, special attention to the disconfirming evidence, and also to checklist routines. Checklist routines avoid a lot of errors. You should have all this elementary wisdom and then you should go through and have a checklist in order to use it. There is no other procedure that will work as well.

#21 A last idea that I found very important is I realized very early that non-egality would work better in the parts of the world I wanted to inhabit. What do I mean by non-egality? I mean John Wood when he was the number one basketball coach in the world, he just said to the bottom five players, “you don’t get to play your spurring partners”, the top seven did the whole playing. Well the top seven learned more, remember the learning machine, because they were doing all the playing. And when he got to that system Wood won more than he’d ever won before. I think the game of life in many respects is getting a lot of practice into the hands of the people that have the most aptitude to learn and the most tendency to be learning machines. And if you want the very highest reaches of human civilization that’s where you have to go.

#22 Then we got chauffeur knowledge, they have learned to prattle the talk. They have a big head of hair, they have a fine temper in the voice, they make a hell of an impression, but in the end they've got chauffeur knowledge… I think I’ve just described practically every politician in the United States. And you are gonna have the problem in your life of getting the responsibility into the people of the Planck knowledge in a way for the people who have the chauffeur knowledge, and there are huge forces working against you. My generation has failed you to some extent. We are delivering to you in California a legislature where only the certified nuts from the left and the certified nuts from the right are allowed to serve and none of them are removable. That’s what my generation has done for you, but you wouldn’t like it to be too easy would you?

#23 Another thing that I found is an intense interest of the subject is indispensable if you are really going to excel. I could force myself to be fairly good in a lot of things, but I couldn’t be really good in anything where I didn’t have an intense interest, so to some extent you’re going to have to follow me. If at all feasible you want to drift into doing something in which you really have a natural interest.

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