We Study Billionaires - The Investor’s Podcast Network - RWH059:威廉·格林问答专场 封面

RWH059:威廉·格林问答专场

RWH059: Ask Me Anything w/ William Green

本集简介

在这期异常坦诚的个人特辑中,威廉·格林回答了播客听众和《更富有、更智慧、更快乐:全球顶级投资者如何赢得市场与人生》读者提出的各种深刻问题。他分享了顶尖投资者展现的关键特质、原则与实践方法,探讨他们如何应对逆境,回顾自身挫折与错误带来的启示,并畅谈如果重头再来会如何投资。 本期内容提要: 00:00 - 开场 01:19 - 威廉·格林人生中三个最佳决策 17:04 - 查理·芒格与比尔·米勒教授的逆境应对之道 23:40 - 为何将不屈毅力视为成功核心 34:52 - 比尔·阿克曼/威尔·达诺夫/马里奥·加贝利等投资明星的驱动力 48:19 - 顶级投资者为何专注简化复杂性 01:03:58 - 如何构建更从容充实的人生 01:12:50 - 威廉的访谈艺术心法 01:38:22 - 职业生涯崩塌时的深刻领悟 01:48:39 - 重大投资失误带来的财富构建启示 01:53:28 - 把握关键要素实现投资飞跃 01:55:23 - 重启投资生涯的完整方案 注:时间戳可能因播放平台存在细微差异。 推荐资源: • 蒙大拿州Big Sky价值投资闭门研讨会(Clay主持)→ 详情 • TIP大师社群(与Stig/Clay/Kyle深度交流)→ 加入 • 威廉访谈精选:安妮·杜克 | 萨曼莎·麦克莱默 | 措尼仁波切&丹尼尔·戈尔曼 | 比尔·奈格伦 | 布拉德·斯图尔伯格 • 经典著作:《价值投资者教育》(盖伊·斯皮尔)| 《沉思录》| 《哲学战斗机飞行员》(吉姆·斯托克代尔)| 《冥想为什么》(戈尔曼&措尼仁波切) • 威廉TEDx演讲 | 著作书评 | X账号追踪 • 播客书单汇总 | 无广告版订阅 | 新听众入门包 商务合作:SimpleMining | Hardblock | AnchorWatch | Onramp | 人权基金会 | Unchained | Intuit | Shopify | Vanta | reMarkable 支持我们:为节目评分+留言 | 关注官方账号(Twitter/LinkedIn/Instagram/Facebook/TikTok) | 使用TIP金融工具 | 商业播客推荐 (注:所有超链接与品牌名称均保留原格式)

双语字幕

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Speaker 0

您正在收听TIP。

You're listening to TIP.

Speaker 0

您正在收听《更富有、更睿智、更快乐》播客,主持人威廉·格林将采访全球顶尖投资者,探讨如何在市场与人生中获胜。

You're listening to the richer, wiser, happier podcast, where your host, William Green, interviews the world's greatest investors and explores how to win in markets and life.

Speaker 1

好的,朋友们。

Alright, folks.

Speaker 1

非常高兴能再次与大家在《更富有、更睿智、更快乐》播客相聚。

I'm thrilled to be back with you on the richer, wiser, happier podcast.

Speaker 1

我在纽约一个美好的夏日与大家连线,今天打算带来些不一样的内容。

I'm joining you on a beautiful summer day here in New York, and my plan today is to bring you something a little different.

Speaker 1

这是有史以来第一次,我要录制一期特别的'你问我答'特辑。

For the first time ever, I'm recording a special ask me anything episode.

Speaker 1

所以今天不是采访嘉宾,而是要回答全球听众向我提交的一系列问题。

So instead of interviewing a guest, I'm gonna answer an array of questions that have been submitted to me by listeners from around the world.

Speaker 1

过去几周里,我通过领英、X平台和邮件收到了数十个问题。

Over the last couple of weeks, I've received dozens of questions over LinkedIn and X and through email.

Speaker 1

我还收到了大量来自《内在价值》通讯订阅者的精彩问题,该通讯属于投资者播客网络帝国的一部分。

I also got a slew of terrific questions that were sent by subscribers to the intrinsic value newsletter, which is part of the investors podcast Network Empire.

Speaker 1

非常感谢肖恩和丹尼尔,他们主持《内在价值》播客,非常热心地从他们的听众那里收集了这些问题。

So thanks a lot to Sean and Daniel who host the Intrinsic Value podcast for very kindly gathering those questions from their followers.

Speaker 1

无论如何,我会尽力回答大量问题,但由于问题实在太多,我几乎肯定会留一些到未来播客节目中再解答。

In any case, I'm gonna do my best to answer a good number of questions, but I got so many that I I'm almost certainly gonna save some of for a future episode of the podcast.

Speaker 1

当然,在我设想的这期节目完美版本中,我本应做更多准备,想清楚要先说什么。

And of of course, in my dream version of this episode, I was gonna prepare a lot and figure out what I would say first.

Speaker 1

但现实是,过去几周我一直处于极度忙碌的状态。

But, of course, I've been in a maelstrom of activity the last few weeks.

Speaker 1

所以我真的只能即兴回答问题,看看会说出什么内容,希望其中有些对你有用,或者至少是诚实的。

And so I'm gonna really just answer questions and see what comes out, and hopefully, something in there will be useful for you or at least it'll be honest.

Speaker 1

无论如何,第一个问题来自阿拉斯加州费尔班克斯的托马斯·辛克莱。

In any case, the first question is from someone called Thomas Sinclair from Fairbanks, Alaska.

Speaker 1

托马斯写信给我说:'嗨,威廉。'

And Thomas wrote to me, hi, William.

Speaker 1

你经常写关于他人以及对他们人生旅程有所帮助的内容。

You write a lot about others and what has helped them in their journey.

Speaker 1

你自己人生中做出的三个最佳决定或投资是什么?

What are the three best decisions or investments that you have made in your own life?

Speaker 1

第一个毫无疑问是,我在非常年轻、出人意料地年轻时结婚了。

Well, the first one, without any doubt, actually, is that I got married really young, really surprisingly young.

Speaker 1

我在22岁刚来纽约时遇到了我的妻子劳伦,那时我还是个年轻的新闻工作者。

I met my wife Lauren when I was 22, and I had just come to New York, and I was a a young aspiring journalist.

Speaker 1

我们俩唯一一次相亲约会就是一起出去的。

And we went out, both of us, on the only ever blind date we went on.

Speaker 1

我们在博物馆见面(其实不是),第一次约会持续了大约九小时,第二次约会持续了几天。

And we met at the museum or not, and I think the first date lasted about nine hours, and the second date lasted a couple of days.

Speaker 1

实际上几周内我们就同居了。

And really within a couple of weeks, we moved in together.

Speaker 1

我记得我们大概24岁时就订婚了。

And when I think I think we were probably 24, we got engaged.

Speaker 1

我们去了纽约一家美丽的餐厅,名叫‘陆路一条,海路两条’。

We went to this beautiful restaurant in New York, one if by land, two if by sea.

Speaker 1

在我向妻子求婚之后,她才发现蜡烛的蜡油滴在手上烫伤了。

And after I posed the question to my wife as to whether she would marry me, she realized she'd been letting wax from the candle fall on her hand and burn her hand.

Speaker 1

总之,我们在25岁结婚,当时足够年轻、不负责任,还有点创意和叛逆——我们牵着以迪兹·吉莱斯皮命名的狗狗迪兹走过了红毯。

In any case, we then got married at 25, and we were sufficiently young and irresponsible and, I I guess, sort of creative and subversive that we we walked down the aisle with our dog Dizzy, who was named after Dizzy Gillespie.

Speaker 1

是啊。

Yeah.

Speaker 1

所以当时非常年轻。

So it was very young.

Speaker 1

从某些方面看,可以说这有点草率。

And so in some ways, you could say it was kind of it was kind of reckless.

Speaker 1

与其说这是个明智决定,不如说在那个年纪结婚多少有些冲动和鲁莽。

So rather than this being a great decision, you could argue that it was sort of overly impulsive, overly reckless to get married at that age.

Speaker 1

但你看,如今距离我们相遇已近三十五年,感谢上帝,我们依然非常幸福。

But here I am, you know, thirty five years almost after we met and still, thank God, very happy.

Speaker 1

我无比感激。

I'm very incredibly grateful.

Speaker 1

事实上,我在我的书《更富有、更智慧、更快乐》的最后部分写道,

And I actually I I wrote at the very end of my book, richer, wiser, happier.

Speaker 1

在致谢的结尾处,我写道:还有我的妻子劳伦·库珀,她是最善良、最体贴的人。

At the end of the acknowledgments, I I said, and then there's my wife, Lauren Cooper, the kindest and most caring of people.

Speaker 1

我在22岁时遇见了劳伦,我生命中最美好的一切都源于那次奇迹般的好运。

I met Lauren when I was only 22 years old, and everything that's best in my life stems from that one miraculous stroke of good fortune.

Speaker 1

我认为这确实如此,尤其是对我们的孩子来说,但能有一个关心你、守护你的配偶,是人生中莫大的幸运。

And I think that's that's true, particularly our kids, but also to have a spouse who looks out for you, watches over you, is an amazing piece of good fortune in life.

Speaker 1

所以我对那个决定并不居功,除了几个方面。

And so I I I don't take a great deal of credit for that decision except in a couple of ways.

Speaker 1

其一是,在我们订婚之前,我实际上给三个人打了电话。

So one is the before we got engaged, I actually called three people.

Speaker 1

我分别给我已故的父亲、母亲和兄弟打了电话。

I called my late father, my mother, and my brother independently.

Speaker 1

我说,我在考虑向劳伦求婚。

And I said, I'm thinking of proposing to Lauren.

Speaker 1

我是不是哪里搞错了?

Am I getting something wrong here?

Speaker 1

我是不是忽略了什么?

Am I missing something?

Speaker 1

他们都说,没有。

And all of them said, no.

Speaker 1

没有。

No.

Speaker 1

她很好,你非常幸运。

She's great, and you're very fortunate.

Speaker 1

我当时确实很惊讶居然有人愿意和我约会,他们大概在想,是啊。

And I I think I was officially surprised that anyone would date me that that that they they they probably were like, yeah.

Speaker 1

是啊。

Yeah.

Speaker 1

尽管去做吧。

Just go for it.

Speaker 1

是啊。

Yeah.

Speaker 1

这真是天大的好运。

It's it's an amazing piece of good fortune.

Speaker 1

但后来在一两年前,当我采访安妮·杜克做播客时,我们谈到她的书《放弃》,她建议人们引入她所谓的‘外部声音’来挑战你正在做的任何决定,任何重要决定,这让我深受触动。

But I then a year or two ago when I interviewed Annie Duke on the podcast, we had been talking about her book, Quit, and it really struck me that she she was advising people to to bring in what she called, I think, outside voices to challenge any decision you're making, any important decision that you're making.

Speaker 1

她提到了与她关系亲密的丹尼尔·卡尼曼,这位诺贝尔经济学奖得主显然是决策领域的顶尖专家之一。

And she talked about Dani Kahneman, who she had been close to, the Nobel Prize winning economist who who obviously was one of the great decision making experts.

Speaker 1

卡尼曼显然任命了他的朋友,同为诺贝尔经济学奖得主的理查德·塞勒,来指出他的错误和盲点。

And Kahneman had apparently appointed a friend of his who was also a Nobel Prize winning economist, Richard Thaler, to point out his mistakes and his blind spots.

Speaker 1

他请塞勒在他可能遗漏某些方面时提出质疑。

And he he asked Thaler to challenge him if he was missing something.

Speaker 1

所以我觉得有趣的是,尽管24岁的我轻率冲动地决定订婚,但至少我引入了外部声音来检视自己是否遗漏了什么。

So I think it's curious that even though I was a sort of reckless and impulsive 24 year old getting engaged, that at least I was bringing in outside voices to see if I had missed something.

Speaker 1

我想这大概是我早期相当不错的一个认识,意识到自己可能正在做一件非常愚蠢的事,所以我想和那些关心我、会为我最大利益着想的人确认一下。

I think I think that was probably a pretty good early recognition of the fact that I might be doing something really foolish, And I just wanted to check with people who cared about me and were likely to be looking out for my best interests.

Speaker 1

另外我想说的是,显然,每个人的婚姻和人际关系都不同,你不能从一个人的经历中过多地推断。

The other thing I would say, obviously, you you you know, everyone's everyone's marriage and everyone's relationships are different, and, you know, you you can't extrapolate too much from one person's experience.

Speaker 1

但我多年来多次对我的孩子亨利和玛德琳(他们现在24岁和27岁)说的是,我认为最重要的事情是找到一个善良的人。

But what I've said to my kids, Henry and Madeline, who are 24 and 27 many times over the years, is I think the single most important thing is to find someone who's kind.

Speaker 1

我觉得如果你和一个善良且关心你的人在一起,这能弥补很多问题。

I think if if you're with someone who's kind and who looks out for you, that makes up for a lot of problems.

Speaker 1

但我认为这也是你需要培养的东西,而且是非常有意识的。

But I think that's also something that you probably have to nurture, and it's very conscious.

Speaker 1

所以,我也不太确定。

And so I I don't know.

Speaker 1

我在家里很多方面都挺没用的,而且你知道,我相当以自我为中心,对我的工作非常痴迷,这一点可能从我7月4日(联邦假日,其他人都在休假)还在录音就能看出来。

I'm pretty useless in so many ways around the house, and, you know, I'm pretty self centered, and I'm pretty obsessed with my work, which is probably illustrated by the fact that I'm recording this on the July 4, which is a federal holiday and everyone else is off.

Speaker 1

但我觉得我做的一件事可能还不错,而且很容易模仿——尽管我在其他方面都不太灵巧,但我每天早上都会为劳伦和我自己煮咖啡,因为我喝咖啡的量惊人。

But one thing that I do that I think is probably pretty good and is easily cloneable is even though I'm I'm not that handy in any other way, I do make coffee every single morning for Lauren and for me because I drink ridiculous amounts of coffee.

Speaker 1

每天早晨我都会把咖啡端到床上,这只是我试图平衡一点的方式,毕竟对方为我付出的远比我为ta做的多得多。

And I take a coffee in bed every morning, and it's just a small way of trying to even a little bit at the balance of someone who does so much more for me than I do for them.

Speaker 1

但在等咖啡煮好的时候,我总会有那么一刻想着:呃,我是不是该把洗碗机清空?

But also there's this moment as I'm waiting for the coffee to brew where I'm like, ugh, do I actually empty the dishwasher?

Speaker 1

我不喜欢清空洗碗机,但劳伦比我更讨厌这件事。

And I don't like emptying the dishwasher, but Lauren dislikes it more than I do.

Speaker 1

如果她起床后第一件事就是清空洗碗机,会让她一整天都很沮丧。

And it depresses her when she gets up and the very first thing in the day is emptying the dishwasher.

Speaker 1

所以今早我就在想,今天我要工作一整天而她休息。

And so I thought about this this morning, right, as I'm I I was gonna work all day and she was off for the day.

Speaker 1

但我还是想着:算了。

And still, I'm like, nah.

Speaker 1

虽然很烦,但还是把洗碗机清空吧。

Let me just empty the dishwasher even though it's annoying.

Speaker 1

之后我上线和几个朋友在Zoom上聊了大约一小时,这是我每周五的固定活动。

And then I went off and I had a conversation with a couple of friends over Zoom for an hour or so, which I do every Friday.

Speaker 1

然后劳伦带着这些美丽的野花进来了,她是从我们花园里采摘的,插在一个她亲手制作的花瓶里——那个我昨天才赞赏过的花瓶。

And then Lauren came in with these beautiful flowers, these wildflowers that she'd picked in our garden and had put in a vase that she made that I had admired yesterday.

Speaker 1

我只是觉得,能拥有一个这样的人真的很美好——你们之间不会计较谁付出更多(幸好如此,因为答案显而易见),而是有人真心想让你快乐。

And I just I just think that's such a lovely thing to have someone who you know, you're not you're not counting who's ahead and who's done more, which is lucky since the answer in this case would be pretty obvious, but somebody who is trying to make you happy.

Speaker 1

而且她知道我特别喜欢她做的这个花瓶。

And, you know, she knew that I had particularly liked this vase that she had made.

Speaker 1

它真的很美,是她昨天刚从常去的那家陶艺工作室带回来的。

It's really beautiful, and she had just brought it yesterday from this pottery studio where she's been going a lot.

Speaker 1

于是她给我带来了这些自己种的花。

And so she brings me these beautiful flowers that she has grown.

Speaker 1

你知道,这虽然是件小事,但正是这些细微的温柔举动,在结婚三十多年后依然让婚姻保持甜蜜。

And, you know, it just it's a small thing, but it's these little acts of kindness that I think after thirty something years, keep your marriage good.

Speaker 1

所以这不是一次性的决定。

So it's it's not one decision.

Speaker 1

某种程度上,最初的承诺固然重要,但更重要的是你始终在努力践行那些最初的誓言。

In a way, it's there was the original decision, and there are always that you subsequently try to live up to those original promises.

Speaker 1

而我在这方面总是不断失败。

And I I fail constantly on this.

Speaker 1

我总是做得不够好。

I'm always falling short.

Speaker 1

但我总觉得,终有一天,希望我能配得上年轻时那份近乎荒谬的幸运馈赠。

But I sort of feel like eventually, hopefully, I'll deserve this gift that I was given when I was ridiculously young.

Speaker 1

所以这是我做出的第一个决定,可能也是我人生中最正确的决定。

So that's the first decision that I made that I think was probably the the single best decision of my life.

Speaker 1

说到更偏向投资方向的决策,某种程度上最好的决定就是我在26岁左右开始对投资着迷。

Then in terms of more investment oriented decisions, you know, the the best decision in some ways was just to start to become obsessed with investing when I was about 26.

Speaker 1

所以事实上我很早——至少相对较早——就开始投资股市了。

So the fact that very early or comparatively early, at least, I started to invest in the stock market.

Speaker 1

这样就能有很长的跑道。当然,如果我能像巴菲特那样11岁就开始,情况会好得多,但这样已经很不错了。

And so to get a good runway I mean, obviously, if I had been Buffett and it started at the age of 11 or something like that, it would have been much better, but it was pretty good.

Speaker 1

我年轻时做的一件事就是投资了盖伊·斯皮尔的阿卡米恩基金。

And one of the things that I I did when I was fairly young was I invested in Guy Spier's fund, the Aqomorean fund.

Speaker 1

当他住在纽约而不是瑞士时,我们经常一起去纽约吃午餐。

We used to go have lunch together in New York City when he was living here instead of living in Switzerland.

Speaker 1

我们聊了很多,我很喜欢他,看得出他非常聪明且充满干劲。

And we would chat a lot, and I liked him, and I could see that he was very, very smart and driven.

Speaker 1

我记得大约在1999年,当巴菲特极度不受欢迎时,盖伊将大约25%的基金投向了伯克希尔。

And I think around 1999 when Buffett was hugely out of favor, Guy put something like 25% of his fund in Berkshire.

Speaker 1

我记得当时股价是4万美元左右。

I think it was at 40,000 at the time.

Speaker 1

真的非常便宜,而且极度不受市场待见。

I mean, it was really it was really cheap and very out of favor.

Speaker 1

当时已经有很多人在预测巴菲特快不行了,说他失去了投资嗅觉。

There were a lot of people already predicting that Buffett was sort of finished and that he'd lost his touch.

Speaker 1

于是盖伊做出了这个非常逆向的投资决策。

And so Guy made this very contrarian investment.

Speaker 1

大概一年后,可能是2000年或2001年左右,我也投资了他的基金。

And I probably maybe a year later, maybe in two thousand, possibly 2001, around then, I invested in his fund.

Speaker 1

我当时并没有意识到自己是首批投资者之一。

And I didn't realize I was one of the first investors.

Speaker 1

所以,这又是一个明智的决定,某种程度上我很幸运,因为实际上我后来在多年后还帮他完成了《价值投资者的教育意义》这本书。

And so, again, it was a good it was a good decision where I got kind of lucky because I didn't realize actually, you know, I ended up helping him with his book, The Educational Value Investor many years later.

Speaker 1

我想直到那时,当他如此坦率地描述自己成立基金前的经历时,我才意识到自己当初确实没做好尽职调查,只是基于这个人显然非常聪明且有抱负这一点做出的判断。

And I think I only realized then when he wrote so candidly about his experiences before setting up his fund, I only realized I really hadn't done my due diligence, and I was just sort of making a call on the fact that this guy was clearly highly intelligent and ambitious.

Speaker 1

我当时觉得他会赚钱,我想和他一起赚钱。

And I I thought he was gonna make money, I wanted to make money with him.

Speaker 1

所以我觉得在这方面我相当幸运。

So I think I got pretty lucky there.

Speaker 1

但同样地,这有点像我在婚姻决定上的好运,以及后来我主要通过努力保持体面行为来某种程度上保护了这个决定。

But, again, in a similar way to maybe my good fortune with my decision to get married and then the fact that I sort of protected that decision in some ways through trying to behave decently for the most part subsequently.

Speaker 1

让我在Aquamarine基金决定上走运的是,之后我有耐心长期持有。

The thing that made me lucky with the Aquamarine decision is I then had the patience to hold.

Speaker 1

所以我投资这个基金大概有二十四、二十五年了,差不多这么久。

So I've probably been in the fund for twenty four, twenty five years, something like that.

Speaker 1

同样地,我很早就开始投资指数基金。

And similarly, I bought index funds very early.

Speaker 1

也不算特别早,但大概在二十五六岁到二十七八岁之间吧,然后持有了三十多年。

Not that early, but, you know, certainly mid to late twenties and kept them for thirty something years.

Speaker 1

我还有一只基金持有了大约十四年,直到最后因为基金结构调整被迫退出。

I had another fund that I owned for about fourteen years until finally I got turfed out of it because they could change the structure.

Speaker 1

如果不发生变故,我会无限期持有下去。

I would have kept it indefinitely.

Speaker 1

伯克希尔的股票我也持有了很长时间。

Berkshire, I've owned for a long time.

Speaker 1

但持有时间还远远不够。

They're not nearly long enough.

Speaker 1

真希望我能更早买入。

I wish I'd bought it way earlier.

Speaker 1

所以我觉得,从某种程度上说,这些投资最初的决策都还算明智。

But so I think I think in a way, you know, with each of these things, the original decision was decent.

Speaker 1

比如,在新冠疫情期间我做出了一个决定,大概又买入了伯克希尔三四次。

Like, I made a decision during during COVID where I bought Berkshire maybe three or probably three, maybe four more times.

Speaker 1

就是,我一直在加仓。

Like, I kept adding to my position.

Speaker 1

所以我觉得这个决策很明智。

So I think that was smart.

Speaker 1

但我认为真正聪明的是——天知道我犯过无数错误——所以这里只是强调那些好的决策。

But I think the thing that was really smart, and god knows I made a huge number of mistakes, so I'm just just highlighting the good decisions here.

Speaker 1

真正明智的是坚持持有

This thing that was smart was the holding.

Speaker 1

关键在于耐心

It was the patience.

Speaker 1

我认为这一点同样是可以复制的

And I think, again, that's really replicable.

Speaker 1

所以这非常幸运

So that's been very fortunate.

Speaker 1

再者,投资海蓝宝石确实带来了很多好处。

And then, again, there were really good things came out of investing in aquamarine.

Speaker 1

我与盖伊的友谊成为我人生重要部分,多年来他在诸多方面对我关怀备至,这非常重要——正是通过他,我结识了莫尼什·帕布拉伊、尼克·斯利普和肯·舒恩斯坦等人。

So my friendship with Guy, which has been an important part of my life because he's been kind to me on so many different fronts over so many years, that was very important and led to lots of good things because Guy would introduce me to people like Monish Pabrai or Nick Sleep and Ken Schuenstein.

Speaker 1

这些人后来都成了我的朋友,成为我书中重要的信息来源等等。

I mean, lots of people who who became friends of mine and were important sources for my book and things like that.

Speaker 1

这段友谊确实结出了累累硕果。

So so many things came out of that friendship.

Speaker 1

另外,我认为由此形成的投资方式中有个奇特之处:我多次与朋友共同投资,这或许不合常规,通常也不是个好主意。

And, also, I think one of the strange things in my approach to investing that came out of this is I I've ended up several times investing with friends, which is probably unconventional and often a really lousy idea.

Speaker 1

但我目前投资了四支主动管理基金,管理者都是我个人非常欣赏的朋友——他们既是精明的投资者,也是我信任的伙伴。

But I I think I I think I'm invested in four actively managed funds, and they're all managed by friends of mine, all by people I really like personally who are very smart investors, but also people I trust personally.

Speaker 1

与朋友投资某种程度上是对他们人格的判断,考量其可信度等因素。

And maybe part of investing with friends is it's a it's a judgment call about their personality and whether they're trustworthy and the like.

Speaker 1

但部分原因在于,这能帮助我保持耐心——我不想因赎回投资而让他们感到失望或被背叛。

But part of it is that I think it helps me to be to be patient because I don't I don't wanna disappoint them in some way and have them feel like I've betrayed them by cashing out something.

Speaker 1

所以也许这是利用我自己的性格特点,帮助我做出正确决策并保持投资者耐心的一种方式。

So maybe it's using my own personality in a way that helps me do the right thing and be patient as an investor.

Speaker 1

第三点我想说的是,我人生中三个最佳决策或投资之一实际上是决定撰写我的书《更富有、更睿智、更快乐》,这在某种程度上是一种鲁莽的勇气之举,因为所有人都告诉我出版业正在崩溃,靠出书赚钱极其困难。

The third thing I would say in terms of one of the the three best decisions or investments that I've made in my life was actually the decision to write my book, richer, wiser, happier, which was in some ways a foolhardy act of courage because everyone would tell you how the book publishing industry was falling apart, and it was incredibly difficult to make money off a book.

Speaker 1

我自己也劝阻过许多人不要写书。

And I've put lots of people off writing books myself.

Speaker 1

而我却把全部心血都倾注在这本书上。

And I just put everything into the book.

Speaker 1

我的意思是,我真的倾注了全部的心血与灵魂。

I mean, I just I just really put heart and soul into it.

Speaker 1

光是书籍提案就花了六个月时间才开始动笔,我还专程和莫尼什去印度进行了五天的实地调研,就是为了能写好书籍提案。

I think I spent six months even on the book proposal before I got started, and I went to India with Monish for five days to report just so that I could write the book proposal.

Speaker 1

这本书投入了巨大的时间精力与情感承诺。

And so it's a tremendous investment of time and energy and emotional commitment.

Speaker 1

正如我多次提到的,这本书耗费了我五年时间,期间我甚至没有休过一天假。

And as I've mentioned lots of times before, I I took five years on the book, and I didn't take a single vacation.

Speaker 1

我确实尽量不在周六工作,但我经常在周日和节假日工作。

I really try not to work on Saturdays, but I I very frequently work on Sundays and holidays.

Speaker 1

所以强度很大,我全身心投入其中。

So it was intense, and I put everything into it.

Speaker 1

这压力非常大,因为当你写书时,你完全不知道它是否能引起共鸣。

And it was very stressful because when you're writing a book, you have no idea if it's gonna resonate.

Speaker 1

这是一个漫长、孤独且痛苦的过程,你会感到非常脆弱。

And it's a long and quite lonely and quite painful process, and you're very exposed.

Speaker 1

我比截稿日期晚了几年,因此感到巨大的压力。

And I missed my deadline by a couple of years, so I felt a tremendous amount of pressure.

Speaker 1

我的Scribner出版社编辑曾告诉我——就在离我现在录音办公室不到15英尺的地方——他们随时可以取消合同并追回预付款。

My editor at Scribner told told me I was sitting in an office not far you know, about 15 feet from the office where I'm recording this, told me at one point, you realize that we can cancel your contract and get the money back.

Speaker 1

最近我平装书发行派对上, 他上司过来对我说:'嗯哼...'

And his boss came to my paperback book party release recently and said to me, uh-huh.

Speaker 1

我们绝对不会那么做的。

We never would have done that.

Speaker 1

我告诉他这件事,他却说,不。

And I told him that, and he's like, no.

Speaker 1

不。

No.

Speaker 1

我们本来会那么做的。

We would have done.

Speaker 1

我的意思是,我当时真的处境危险。

I mean, I was really at risk.

Speaker 1

所以我当时有种感觉,觉得自己还没开始就已经失败了,书稿都没交上去就已经搞砸了。

And so I had this feeling that I was that I had failed before I even started, that, you know, I hadn't even turned the book in and I'd already failed.

Speaker 1

那段经历非常痛苦,情感上极其煎熬。

And so it was very painful, very emotionally difficult.

Speaker 1

如果说有什么经验教训的话,那就是我们做过最困难的事,往往也是回报最丰厚的事。

So I think if there's any lesson from that, it's that the things that we do that are hardest tend to be the things that are most rewarding.

Speaker 1

当然这并非绝对,但卡巴拉(我过去十七年潜心研究的古老灵性智慧)中有条重要原则——

That's not always true, of course, but I there's a great principle in Kabbalah, this this ancient spiritual wisdom that I I've spent a lot of time studying over the last seventeen or so years.

Speaker 1

他们谈到限制这个概念,即违背自己天性的能力,某种意义上说,总是存在这种需要克服的对抗力量,才能获得伟大的光明——用比喻的说法。

They talk about restriction, this ability to go against your own nature, that in a sense, there's a there's always this kind of force of opposition that you need to overcome in order to to earn great light as, you know, to put it metaphorically.

Speaker 1

我记得有位老师用踢足球打比方,说如果没有守门员,罚点球就没什么成就感。

And I remember someone a teacher using the metaphor of playing soccer and not having a goalkeeper and taking penalties, and it would just not be very rewarding.

Speaker 1

你明白吗?

You know?

Speaker 1

你需要通过奋斗才能让事情变得有价值。

You need the struggle for it to be worthwhile.

Speaker 1

所以即使书出版几年后,我仍然有些心有余悸,因为那段经历实在太激烈、太具挑战性了。

And so I'm still a little bit shell shocked even a few years after the book came came out because it was so intense and so challenging.

Speaker 1

但与此同时,这本书取得了巨大成功,为我创造了无数绝佳机会,真正从多方面改变了我的生活,包括促成了这个播客节目,让我有机会在世界各地演讲,还有其他各种机遇。

But at the same time, the book has done really well, and it's created so many amazing opportunities for me and really changed my life in so many ways, including creating this podcast and given the opportunity of speeches around the world and various other opportunities.

Speaker 1

这对我来说是件改变人生的奇妙之事。

It's been an amazing thing, life changing thing for me.

Speaker 1

所以这三件事,至少我目前能想到的,可以说是三个重大决定,或者说三大重要投资吧。

So those three things, I would say, were at least, off the top of my head, the three the three great decisions, the three great investments, I guess, could you could call them.

Speaker 1

有趣的是它们混合了个人、财务和职业方面的决策。

And it's interesting that they're a mix of personal, financial, professional.

Speaker 1

这让我想起查理·芒格说的:一切不过是相互关联的。

It makes me think of Charlie Munger saying everything is one damn relatedness after another.

Speaker 1

好的。

Alright.

Speaker 1

第二个问题来自一位名叫泰勒·哈特的听众。

The second question comes from a listener called Tyler Hart.

Speaker 1

拼写是h a r d t。

That's h a r d t.

Speaker 1

泰勒是鹈鹕湾资本管理公司的首席投资组合经理,住在佛罗里达州那不勒斯,是一位专注的价值投资者。

And Tyler is a he's chief portfolio manager at a firm called Pelican Bay Capital Management and lives in Naples, Florida and is a concentrated value investor.

Speaker 1

他写道:早上好,格林先生。

And Tyler wrote to me, good morning, mister Green.

Speaker 1

我已经很喜欢这个问题了。

I would like this question already.

Speaker 1

任何像这样尊重我的人都值得大力赞扬。

Anyone who treats me with respect like that is greatly to be applauded.

Speaker 1

早上好,格林先生。

Good morning, mister Green.

Speaker 1

我想为您的'问我任何事'播客提交以下问题。

I would like to submit the following question for your ask me anything podcast.

Speaker 1

鉴于您广泛采访这些超级投资者并观察到他们始终如一地应用那些超越金融领域延伸到个人生活的原则,您是否认为存在一个共同主线,或许是一个核心原则,支撑着他们既能积累非凡财富,又能在面临重大市场波动或个人逆境时保持深刻幸福感的能力?

Given your extensive experience interviewing these super investors and observing their consistent application of principles that extend beyond finance into their personal lives, do you believe there's a common thread, perhaps a master principle, that underpins their ability to cultivate both exceptional wealth and a profound sense of well-being even when facing significant market volatility or personal adversity?

Speaker 1

如果是这样,您认为那个唯一的核心原则可能是什么?

If so, what do you think that singular overarching principle might be?

Speaker 1

感谢您所做的一切,以及您为让我们成为更好的投资者和更好的人所做的贡献。

Thank you for all that you do and your contribution to making us better investors and people.

Speaker 1

祝您有美好的一天。

Have a great day.

Speaker 1

泰勒·哈特。

Tyler Hart.

Speaker 1

这是个绝妙的问题。

That's a wonderful question.

Speaker 1

谢谢。

Thank you.

Speaker 1

这其中蕴含了太多内容,关于一个核心原则支撑着所有这些伟大投资者在逆境中既能积累财富又能保持幸福感的能力。

There's so much to this, the idea of a master principle underpinning the ability of all these great investors to cultivate both wealth and a sense of well-being amid adversity.

Speaker 1

我认为最让我震撼的一点,是在我撰写书籍后记时变得格外清晰——当我退后一步试图审视真正造就幸福成功人生的要素时,我深刻意识到:没有什么比应对逆境的能力更重要。

And I think one of the things that's been very striking to me that became very clear when I was working on the epilogue of the book, when I was kind of pulling back and trying to look at what actually makes for a happy and successful life, was I got this sense that nothing is more important than the ability to handle adversity.

Speaker 1

事实上,在后记中有句话我写道:'除非我们学会妥善应对逆境,否则无法指望过上幸福成功的生活。'

And in fact, there's a sentence in in that epilogue where I I wrote, we cannot hope to lead happy and successful lives unless we learn to cope well with adversity.

Speaker 1

我一次又一次惊讶地发现,当你审视这些极其成功的人生——比如我书中描写的许多人物——几乎所有人都曾经历过巨大的痛苦与磨难,尤其是那些年长者。

And I think I've been surprised again and again by the fact that you look at these incredibly successful lives, right, of a lot of the people that I'm writing about, and yet almost all of them have been through a great deal of pain and suffering along the way, particularly the the older ones.

Speaker 1

而我倾向于关注那些在漫长岁月中持续取得成功的人。

And I tend to focus on people who succeeded over very long periods of time.

Speaker 1

想想像查理·芒格这样的人,他在离百岁生日仅剩34天时离世,去世时几乎已被奉为圣人。

Think of someone like Charlie Munger, right, who died, I think, thirty four days short of his hundredth birthday and, you know, was more or less sainted by said by the time he passed.

Speaker 1

我是说,每个人都对他无比敬仰,在他生命的最后几年里,人们意识到清一在许多方面都是多么伟大的榜样。

I mean, everyone everyone admired him greatly, and he had an extraordinary last few years where I think people people realize what a great role model Seiichi was in so many ways.

Speaker 1

然而查理失去了他的第一个孩子,死于白血病,失去了第一次婚姻,经济也因此一度陷入困境。

And yet Charlie lost his first child to leukemia, lost his first marriage, got off to a really bad start financially partly because of that.

Speaker 1

后来,他失去了一只眼睛,第二任妻子也离世了——如果我没记错的话,她是从楼梯上摔下来之类的意外。

Later, he lost his eye, lost his second wife after, I I think, if I remember rightly, she fell down the stairs, something like that.

Speaker 1

但那是在他们共同生活了几十年之后。

But that was after many decades of marriage.

Speaker 1

他谈到过这个观点。

And he talked about the idea.

Speaker 1

我可能会稍有误述,但这是个非常重要的见解,我经常引用——他认为应该把生活视为一连串逆境,这些逆境给了你选择行善或作恶的机会。

I'll misquote this slightly, but it's a very important insight that I've quoted a lot, where he talked about this idea that you should treat life as a series of adversities that give you an opportunity to behave well or badly.

Speaker 1

这是个极好的筛选标准。

That's a really great filter.

Speaker 1

我记得他说过,当年岁渐长时,这种态度尤为重要,因为正如他所说,逆境会接踵而至。

And I remember him saying that when you get old, this attitude is all the more important because the adversities come thick and fast, as I think he said.

Speaker 1

我经常看到这种情况。

And I see this a lot.

Speaker 1

某种程度上,如果你思考投资这个游戏本身——约翰·坦普顿多年前(大约二十五到三十年前)曾告诉我,他回顾自己做出的约五十万次投资决策后,意识到其中有三分之一都是错误的。

I mean, in some ways, if you think about the actual game of investing, Templeton's John Templeton once told me many years ago, maybe twenty five, thirty years ago, said to me that he had looked back at something like half a million investment decisions he'd made and realized that he'd been wrong a third of the time.

Speaker 1

用他的原话说,他认为这三分之一的决策都与智慧背道而驰,我想查理会把这类决策称为愚蠢。

All of his term for it, he said he said a third of those decisions were the opposite of wisdom, which I guess Charlie would have called foolish.

Speaker 1

杰夫·冈拉克也向我表达过相同观点,说他也有三分之一的决策是错误的。

Jeff Gundlach said the same thing to me that he he was wrong about a third of the time.

Speaker 1

因此投资游戏的内在规律就是——我们经常犯错。

So built into the game of investing is the fact that we're wrong a lot.

Speaker 1

所以我们总得从错误中恢复,正如冈拉克对我说的,你必须自问:如果我错了会有什么后果?

So we're always having to recover from mistakes, and we're having to make sure that as Gundlach said to me, you you gotta ask yourself, what's the consequence if I'm wrong?

Speaker 1

用他的话说,你必须确保自己的错误不会致命。

So so you gotta make sure your mistakes are nonfatal, as he put it.

Speaker 1

但这个游戏的本质就决定了你必将面临这些挫折。

But built into this game is the fact you're gonna be dealing with these setbacks.

Speaker 1

我在比尔·米勒身上对此有着极为深刻的体会,过去25年间我多次采访他,而他在金融危机期间经历了非常艰难的时期。

And I I saw this very, very vividly with Bill Miller, who I've interviewed an enormous amount over the last twenty five years or so when he had a terrible time during the financial crisis.

Speaker 1

我极为钦佩他以这种荣誉感、力量感、优雅风度和幽默态度承认错误并从中东山再起的方式。

And I've hugely admired the way he came back from that with this sense of honor and strength and good grace and good humor in admitting his mistakes and and the like.

Speaker 1

许多年前,正是比尔引导我开始研究斯多葛哲学。

And Bill many years ago was the guy who got me to start studying stoic philosophy.

Speaker 1

这确实是很久以前的事了,因为比尔除了进入军事情报部门外,还曾是哲学博士研究生。

This this is really a long time ago, because Bill had been a PhD philosophy student as well as going into military intelligence.

Speaker 1

这是个非常不寻常的背景,非常杰出的人。

It's a very unusual background, very brilliant man.

Speaker 1

所以比尔让我读了像马可·奥勒留这样的人的作品——你们很多人可能读过他那本了不起的《沉思录》,还有爱比克泰德,我认为他非常了不起,曾是个奴隶,却对自己的思想和内心世界获得了非凡的掌控力。

So Bill got me to read people like Marcus Aurelius, who read this amazing book Meditations that many of you will have read, and Epictetus, who is extraordinary, I believe, was a a slave and yet gained extraordinary control over his mind, over his inner landscape.

Speaker 1

而且,比尔还让我读了斯托克代尔中将写的一本名为《一位哲学战斗机飞行员的思考》的书,我觉得非常有益。

And, also, Bill got me to read this book by vice admiral Stockdale called thoughts of a philosophical fighter pilot, which I found very helpful.

Speaker 1

所以这些实际上都关乎,正如爱比克泰德所教导的,一切归根结底在于你如何掌控自己的内心世界,这样就没有人能够真正伤害到你。

And so these were really all about you know, as Epictetus taught, everything really was about how how you get control of your inner landscape so that no one can really touch you.

Speaker 1

马可·奥勒留也践行了同样的理念。

And and Marcus Aurelius did the same thing.

Speaker 1

我记得他曾将'最伟大的竞赛'形容为'不被任何变故击垮的斗争'。

He, I think, referred to the greatest of all contests being the struggle not to be overwhelmed by anything that happens.

Speaker 1

我曾与播客节目继任主持人萨曼莎·麦克莱莫尔讨论过《沉思录》中一句动人的话——马可·奥勒留描述人应如礁石般,任凭惊涛拍打。

And there's a beautiful line that I discussed with Samantha Macklemore, Bill Miller's successor on the podcast that had affected both of us from meditations where Marcus Aurelius talked about how you should be like a a rock, that the waves keep crashing over.

Speaker 1

它岿然不动,四周汹涌的海浪终将归于平静。

It stands unmoved and the raging of the sea falls still around it.

Speaker 1

因此我认为,无论是投资还是生活,培养这种处变不惊的韧性都至关重要。

And so I think whatever you do both in investing and life, like developing this sense of resilience, this ability to handle adversity is really important.

Speaker 1

诸如冥想、建立牢固的人际关系、拥有可供艰难时刻汲取的精神信仰等做法都极有益处。

And so doing things like meditating, like building strong relationships, having some sort of spiritual resource, some sort of spiritual belief that you can draw on in difficult times is very, very helpful.

Speaker 1

但这种韧性并非消极地坐等灾难降临。

But it's not just resilience in that negative sense of sort of, you know, waiting for things for disaster to crash into you.

Speaker 1

我还看到另一种韧性——那种持续积累知识、保持良好习惯并坚持不懈的非凡能力。

There's also this kind of resilience that I see in just the incredible ability to keep compounding knowledge and good habits and persevering.

Speaker 1

也许这些人真正共有的特质就是这种不屈不挠的坚韧精神。

So maybe really the underlying quality that all of these people have is this kind of indomitable perseverance.

Speaker 1

我一直很喜欢格伦艾尔的彼得·考夫曼说过的一句话——他很少公开演讲,但既是查理·芒格的挚友,也是商界投资领域的一位哲学王。

And I always love this phrase that Peter Kaufman from Glen Eyre, who never really speaks publicly, but was a great friend of Charlie Munger's and and is a sort of philosopher king within the business and investing world.

Speaker 1

他常说要实现'持续不懈的渐进进步'。

He he would talk about dogged incremental progress over time.

Speaker 1

我记得他用的就是这个表述。

I think that was the phrase he used.

Speaker 1

至少我的记忆中是这么说的。

That's that's certainly the way I remember it.

Speaker 1

我经常思考这一点——你需要的就是这种品质,这种对'持续不懈的渐进进步'的执着追求。

And I think about that a lot, that that's the quality you need, this sort of commitment to dogged incremental progress over time.

Speaker 1

播客嘉宾克里斯·贝格(后来成了我的好友)为此创造了一个缩写PIPER,我认为它代表'永恒重复的持续渐进进步'。

And Chris Begg, who I've had on the podcast as well and who's become a good friend, he created an acronym for this, which is PIPER, which I believe stands for persistent incremental progress eternally repeated.

Speaker 1

克里斯显然深受这种'Piper思维模式'影响——在查理100岁冥寿的元旦那天,他和妻子萨姆给新生儿取名就叫Piper。

I think Chris was officially taken with this concept of the Piper mindset that when he had a a child on January 1, which would have been Charlie's 100 birthday, he called the child he and he and his wife, Sam, called the child Piper.

Speaker 1

因此我认为这让你明白,你需要的不仅是应对挫折、从错误中恢复和面对逆境的能力,更要有这种不屈不挠地坚持向前推进的决心。

So I think that gives you a sense that what you need is this ability not only to deal with setbacks and recover from mistakes and handle adversity, but this indomitable commitment to forward progress.

Speaker 1

我认为这是成功的先决条件。

I think that's a prerequisite for success.

Speaker 1

我在自己的职业生涯中确实见证了这一点——当然不是自诩为查理·芒格或马可·奥勒留那样的人物。

And I've I've certainly seen that in my own career, not to hold myself up as, you know, the equivalent of Charlie Munger and Marcus Aurelius and the like.

Speaker 1

但我的意思是,作为一个作家,你确实要经历很多痛苦。

But, I mean, along the way, you know, if you're a writer, you deal with a lot of pain.

Speaker 1

首先,面对空白页面的痛苦,不知从何说起,还要与自己的思想搏斗——我觉得这很艰难。

And, I mean, a, there's the pain of the blank page and not not knowing what you're gonna say and having to wrestle with your thoughts, which I I find hard.

Speaker 1

其次,从某种程度上说,自从我20岁离开牛津,22岁到纽约读哥伦比亚大学新闻学院以来,这个行业对你来说一直很糟糕。

But, b, it's been a, in some ways, a terrible industry for you know, ever since I left Oxford at the age of, you know, 20, and then I came to New York and went to Columbia journalism school when I was about 22.

Speaker 1

从那时起,我21岁就开始为杂志撰稿,后来也写书等等。

And ever since then so I've been writing for magazines and and then later books and the like since I was 21.

Speaker 1

所以这已经是35年的职业生涯了。

So this is, you know, thirty five year career.

Speaker 1

这一直都很艰难。

It's always been hard.

Speaker 1

我是说,这些年来我有太多报道被毙掉了。

I mean, I I had so many stories killed over the years.

Speaker 1

你知道,你可能花上几周甚至几个月采写一篇报道,最后却无法发表。

And, you know, you would spend weeks or months on a story, and then it wouldn't come out.

Speaker 1

然后你不得不...不得不强撑住,告诉自己:好吧。

And and then you'd have to you'd have to just hold it together and be like, okay.

Speaker 1

我要...我要从这次挫折中重新站起来。

I'm gonna I'm gonna come back from that.

Speaker 1

很长一段时间里,我觉得自己的动力几乎源于一种...用负面词汇来说就是报复心理。

And for a long time, I think I was very motivated by almost a desire to I mean, the negative word for it would be revenge.

Speaker 1

其实并非如此,但确实是想证明给他们看。

It's not really that, but it was a desire to show them.

Speaker 1

就像在说:我要让那些人看看我的本事。

It's like, I'm gonna show those guys.

Speaker 1

要知道,我脑子里用的词可比这粗鲁多了。

See, I used ruder words than that in my own head.

Speaker 1

他们当初就不该毙掉我的报道。

You know, they never should have killed my story.

Speaker 1

这种不屈不挠的态度,无论是什么在驱动着你,我认为都极其重要。

And just that attitude of indomitability, whatever it is that motivates you, I think is very, very important.

Speaker 1

随着年岁增长,那种想要向所有人证明他们错了的冲动确实减弱了——虽然这种心理依然存在。

I think as I've got older, there's less of a desire to show everyone and prove them wrong and all of that, although that's still part of my psyche.

Speaker 1

但更多时候,是渴望成为服务者,成为帮助者,希望能成为传递洞见的桥梁,让他人受益。

But there's there's probably more of a desire to be of service and to help and in some way, hopefully, to be a conduit for insights that'll help people.

Speaker 1

比起愤怒、证明自己的执念以及随之而来的脆弱自尊,这种出发点要好得多。

And that's a better place to come from, I think, than those negative emotions of anger and a desire to prove yourself and all the vulnerable ego that goes with it.

Speaker 1

但无论力量源自何处,那种永不言弃的坚韧,我认为才是最核心的品质。

But wherever you get your strength, that ability just to keep going, indomitable perseverance, I think, is the the single most important thread.

Speaker 1

可能我说得不对,但我觉得缺了这种精神真的不行。

I'm probably wrong here, but I I don't think you could do without it.

Speaker 1

我的意思是,要成为一名非常成功的投资者,你当然还需要具备许多其他条件。

I mean, there are plenty of other things you need certainly to be a very successful investor.

Speaker 1

你需要在一定程度上保持冷静的性情,至少能够做出理性、不受情绪影响的财务决策。

So you need you need a calm temperament probably to some degree, at least to be able to make rational, unemotional decisions about money.

Speaker 1

你需要具备概率思维能力,能够计算赔率之类的东西。

You need to be able to think probabilistically to calculate the odds and the like.

Speaker 1

你需要非常聪明。

You need to be highly intelligent.

Speaker 1

你需要能够逆流而上,独立思考,因此需要极强的独立性。

You need to be able to go against the crowd and to think for yourself, so you need a fierce independence.

Speaker 1

你需要一种奇怪的混合特质:既要有对抗大众的自信,又要有检验决策的谦逊,能够质疑自己是否犯错,并愿意接受不同意见。

You need a weird mix of self confidence to go against the crowd, and yet the humility to check your decisions and to wonder if you're wrong and to be open to dissenting opinions.

Speaker 1

所以在某种程度上,这些特质存在某种矛盾——谦逊与自信并存。

So in a way, there's a sort of there's a there are conflicting characteristics there, the humility and the confidence.

Speaker 1

类似这样的特质还有很多。

So there are so many things like that.

Speaker 1

你需要具备极强的竞争意识、强烈的驱动力和坚韧不拔的毅力。

You need to be fiercely competitive, fiercely driven, fiercely persistent.

Speaker 1

所以在某种程度上,我有时觉得最伟大的投资者就像一场奇特的化学实验,需要诸多因素恰到好处地平衡,才能造就他们这样的存在。

So in some ways, I sometimes think that the greatest investors are like a weird chemical experiment where so many things had to go had to go right or just had to be in some weird balance for them to come out as they were.

Speaker 1

但我认为这种认知很有帮助。

But I think it's helpful.

Speaker 1

要知道,其中某些特质其实是无法复制的,因为它们很可能与你的先天禀赋有关,不是单纯模仿就能获得的。

You know, some of these qualities are not really cloneable because they're probably part of your wiring, and you probably can't necessarily just emulate them.

Speaker 1

但意识到自己会失败、会犯错、有时会显得愚蠢,却仍要坚持下去——

But I think the awareness that you're going to fail, you're gonna be wrong, you're gonna make mistakes, you're gonna look foolish at times, and yet you're gonna have to persevere.

Speaker 1

我认为仅仅这种简单的认知就非常有帮助。

I think just that simple awareness is quite helpful.

Speaker 1

就我个人职业生涯而言,我认为不屈不挠的坚持力是最重要的品质。

So for me, when I look at my own career, I think indomitable perseverance, indomitable persistence has been the single most helpful quality that I've had.

Speaker 1

这是我的看法。

That would be my guess.

Speaker 1

或许我只是在把自己的想法投射到伟大投资者身上,虽然我绝非什么伟大投资者,但我可能认为他们必须具备那种持续前行的能力。

And I so maybe I'm just projecting onto great investors, and I'm certainly not a great investor, but I maybe I'm projecting onto them that I see they have to have that capacity just to keep going.

Speaker 2

让我们稍事休息,听听今天赞助商的内容。

Let's take a quick break and hear from today's sponsors.

Speaker 3

有没有注意到聪明的投资者总是对冲尾部风险,却几乎从不谈论金融压制?

Ever notice how smart investors hedge against tail risk, but almost never talk about financial repression?

Speaker 3

这里有个令人不安的真相。

Here's the uncomfortable truth.

Speaker 3

无论你如何谨慎构建投资组合都无济于事——因为当资金规则可能在一夜之间改变时,你始终是脆弱的。

It doesn't matter how careful you build your portfolio because if the rules around your money can change overnight, you're vulnerable.

Speaker 3

问问那些银行账户被冻结的加拿大卡车司机,或是汇款被国有银行截留的古巴家庭,还有数十个专制国家里目睹毕生积蓄在恶性通胀中蒸发的普通民众。

Just ask the Canadian truckers whose bank accounts were frozen or Cuban families whose remittances were hijacked by state banks or citizens in dozens of authoritarian countries watching their life savings evaporate under hyperinflation.

Speaker 3

这些并非孤立事件。

These aren't isolated incidents.

Speaker 3

它们构成了全球性趋势的一部分。

They're part of a global pattern.

Speaker 3

这就是人权基金会发布《金融自由报告》的原因,这份每周通讯追踪政府如何将货币武器化来控制人民,以及比特币如何帮助个人抵抗金融压制。

That's why the Human Rights Foundation publishes the Financial Freedom Report, a weekly newsletter that tracks how governments weaponize money to control people and how Bitcoin is helping individuals resist financial repression.

Speaker 3

如果你关心健全货币、个人主权和金融自由,人权基金会的金融自由报告是必读刊物。

If you care about sound money, personal sovereignty, and financial freedom, HRF's financial freedom report is essential reading.

Speaker 3

这份报告我个人订阅后获益良多。

This is a report that I'm personally subscribed to and learn a ton from.

Speaker 3

免费注册请访问financialfreedomreport.org。

Sign up for free at financialfreedomreport.org.

Speaker 3

网址是financialfreedomreport.org。

That's financialfreedomreport.org.

Speaker 3

聪明的投资者不只盯着美联储,他们更关注全球动向。

Smart investors don't just watch the Fed, they watch the world.

Speaker 2

经营小企业时,招对人选能改变一切。

When you're running a small business, hiring the right person can make all the difference.

Speaker 2

合适的员工能提升团队士气,提高生产力,让业务更上一层楼。

The right hire can elevate your team, boost your productivity, and take your business to the next level.

Speaker 2

但找到合适的人选本身就像一份全职工作。

But finding that person can feel like a full time job in itself.

Speaker 2

这时LinkedIn招聘就派上用场了。

That's where LinkedIn jobs comes in.

Speaker 2

他们的新AI助手能消除招聘中的猜测,为你精准匹配符合需求的顶尖人才。

Their new AI assistant takes the guesswork out of hiring by matching you with top candidates who actually fit what you're looking for.

Speaker 2

它不再需要你翻阅成堆的简历,而是根据你的标准筛选申请人并突出最佳匹配,节省数小时时间,让你在遇到合适人选时能快速行动。

Instead of sifting through piles of resumes, it filters applicants based on your criteria and highlights the best matches, saving you hours and helping you move fast when the right person comes along.

Speaker 2

最棒的是,这些优秀候选人已经在LinkedIn上了。

The best part is that those great candidates are already on LinkedIn.

Speaker 2

事实上,通过LinkedIn招聘的员工比通过主要竞争对手招聘的员工留任至少一年的可能性高出30%。

In fact, employees hired through LinkedIn are 30% more likely to stick around for at least a year compared to those hired through the leading competitor.

Speaker 2

第一次就招对人。

Hire right the first time.

Speaker 2

免费发布职位请访问linkedin.com/studybill,然后推广使用LinkedIn招聘的新AI助手,更轻松快速地找到顶尖人才。

Post your job for free at linkedin.com/studybill, then promote it to use LinkedIn jobs new AI assistant, making it easier and faster to find top candidates.

Speaker 2

免费发布职位,请访问linkedin.com/studybill。

That's linkedin.com/studybill to post your job for free.

Speaker 2

条款与条件适用。

Terms and conditions apply.

Speaker 2

你知道是什么让顶尖企业脱颖而出吗?

You know what sets the best businesses apart?

Speaker 2

正是他们如何运用创新将复杂性转化为增长。

It's how they leverage innovation to turn complexity into growth.

Speaker 2

这正是亚马逊广告在AWS人工智能驱动下所实现的。

That's exactly what Amazon Ads is doing, powered by AWS AI.

Speaker 2

亚马逊广告每天处理数十亿实时决策,在310亿美元的广告生态系统中优化广告效果。

Every day, Amazon Ads processes billions of real time decisions, optimizing ad performance across a $31,000,000,000 advertising ecosystem.

Speaker 2

最终实现的广告活动运行速度提升30%,并带来可规模化的商业影响。

The result is campaigns that run 30% faster and deliver measurable business impact at scale.

Speaker 2

这就是亚马逊自身推动增长的方式。

And this is how Amazon itself drives growth.

Speaker 2

他们的代理型AI将营销从资源密集型流程转变为智能自主系统,最大化投资回报率并让营销人员能专注于创意与策略。

Their agentic AI transforms marketing from a resource heavy process into an intelligent autonomous system that maximizes ROI and empowers marketers to focus on creativity and strategy.

Speaker 2

亚马逊广告正在证明,AI驱动的广告不仅是未来趋势,更是新的竞争优势。

Amazon Ads is proving that AI driven advertising isn't just the future, it's the new competitive advantage.

Speaker 2

更棒的是,每家企业都可以运用亚马逊内部完善的这套创新方法论。

And better yet, every enterprise can apply the same innovation playbook that Amazon perfected in house.

Speaker 2

了解亚马逊广告的故事,请访问aws.comai/rstory。

See the Amazon Ads story at aws.comai/rstory.

Speaker 2

网址是aws.com/ai/rstory。

That's aws.com/ai/rstory.

Speaker 2

好的。

Alright.

Speaker 2

回到节目。

Back to the show.

Speaker 1

我觉得不止我一个人注意到这点,因为我有个朋友——我在《坚韧投资者》那章写过他——马特·麦克拉南。

I don't think it's just me observing this because I I have this friend who I wrote about in the in the book in the chapter called the resilient investor, Matt McClannan.

Speaker 1

马特对我说,我想我是在引用他的话。

And Matt said to me, I think I I quote him.

Speaker 1

他曾在高盛工作多年,一度好奇为什么那些在高盛表现出色的人能如此成功,他们有什么共同点。

He he had started off Goldman Sachs for many years, and he was once wondering why the people who had done so well at Goldman had done so well, what what they had in common.

Speaker 1

他说了大致相同的话。

And he said much the same.

Speaker 1

他说随着时间推移,他学到的往往是那些永不放弃的人。

He said what what he'd learned over time was that it was just that often, was just the people who didn't give up.

Speaker 1

他们只是不断学习。

They just kept learning.

Speaker 1

他们持续进化。

They kept evolving.

Speaker 1

他们坚持不懈,并愿意经历逆境。

They stuck to it, and they were willing to live through adversity.

Speaker 1

所以,永不放弃的能力是关键。

So, yeah, the ability never to give up is key.

Speaker 1

但对于伟大的投资者来说,这不仅仅是固执的坚持。

But with the great investors, it's also I mean, it's not just dogged perseverance.

Speaker 1

还因为这场游戏本身如此迷人,让他们无法停下脚步。

It's also that the game itself is so fascinating that they don't stop.

Speaker 1

我认为他们还有那种痴迷于破解密码的特质。

And so it's that element of obsession with cracking the code that I think they also have.

Speaker 1

好的。

Alright.

Speaker 1

下一个问题。

Next question.

Speaker 1

这是一位名叫陈艾瑞的听众提出的,他住在香港。他说:我经营着自己的对冲基金,也是威廉著作以及巴菲特和芒格的忠实粉丝。

This is from a listener called Eric Chen, lives in Hong Kong, and he says, I'm running my own hedge fund, I'm a big fan of William's book as well as Buffett and Munger.

Speaker 1

他写道:嗨,威廉。

And he writes, hi, William.

Speaker 1

你采访并撰写过许多已经变得富有、睿智且快乐的伟大投资者。

You have interviewed and written about many great investors who have already become rich, wise, and happy.

展开剩余字幕(还有 480 条)
Speaker 1

他接着问道,如果你要探究他们在变得富有、睿智和快乐之前的阶段,是否也曾经历过焦虑、自我怀疑、沮丧或其他典型的负面情绪?

And then he says, if you were to inquire into the period before they became rich, wise, and happy, was there any anxiety, self doubt, frustration, or any other typical negative emotions felt by them?

Speaker 1

如果有的话,你观察到这群伟大投资者最终克服这些负面情绪并达成目标的共同特质是什么?

If yes, what's the common characteristic that you observe in this group of great investors to eventually overcome those negative emotions and get there?

Speaker 1

这是个非常有趣的问题,我想这可能是许多正在事业上拼搏、渴望取得巨大成功的听众都会思考的问题。

That's a very interesting question, and I think it's probably one that a lot of our listeners who are hustling to become very successful in their careers think about.

Speaker 1

我认为首先需要质疑问题中的一个假设,因为Eric提到我关注了许多已经变得富有、睿智且幸福的投资者。

And I I think I would first, I would challenge challenge one assumption in the question because Eric talks about how I focus on a lot of these investors who already become rich, wise, and happy.

Speaker 1

但我认为,实际上他们大多数人并没有同时拥有财富、智慧和幸福这三者。

But, actually, I would argue that most of them don't have that trifecta of wealth, wisdom, and happiness.

Speaker 1

正如查理在读完这本书时提到的,他震惊地发现许多伟大的投资者都经历过离婚。

I think as Charlie mentioned when he read the book, he was very struck by how many of the great investors got divorced.

Speaker 1

我认为要取得非凡的成功,往往需要一种极端的专注,甚至是一种狂热,这会导致人们忽视生活中的某些其他方面。

And I think to be extraordinarily successful often requires a kind of extreme focus, almost a fanaticism that leads people to neglect certain other aspects of their life.

Speaker 1

所以有时候他们变得极其富有,但并不那么明智。

So sometimes they become extremely rich, but not that wise.

Speaker 1

有时他们变得极其富有,但并不那么快乐。

Sometimes they become extremely rich, not that happy.

Speaker 1

这很难。

It's difficult.

Speaker 1

要同时拥有这三者很难。

It's difficult to have all three.

Speaker 1

我认识的人中有少数几个三者兼备,但他们绝对是少数。

There are a few people who I know who have all three, but they're a definite minority.

Speaker 1

所以关于他们在成功前是否经历过这些艰难情绪的问题,比如焦虑、自我怀疑、沮丧等等。

So this question of whether they were dealing with these very difficult emotions before they became successful, like anxiety, self doubt, frustration, and the like.

Speaker 1

是的。

Yeah.

Speaker 1

绝对如此。

Absolutely.

Speaker 1

我认为几乎所有我采访过的超级成功投资者都有一个共同点,那就是在早期他们都有强烈的渴望。

And I think one of the common denominators in pretty much all of the super, super successful investors that I've interviewed is that there was a great hunger in those early years.

Speaker 1

他们怀有强烈的渴望,想要成功、成就一番事业、获得独立。

There was a great desire to make it, to make something of themselves, to succeed, to be independent.

Speaker 1

想想查理·芒格谈到他对独立的渴望,他和沃伦真正想要的是不必屈从于任何人,不受制于能对他们发号施令的人。

Think of Charlie Munger talking about his hunger for independence, the fact that what he and Warren wanted was not to be subservient to anyone, subordinate to anyone who could tell them what to do.

Speaker 1

他们不愿待在等级森严的大机构里听人差遣。

They didn't wanna be in some big hierarchical organization being told what to do.

Speaker 1

想想像马里奥·加贝利这样的人,我之前采访过他。

Think of someone like Mario Gabelli, who I've interviewed before.

Speaker 1

我在《投资大师》一书中写过他,并在《更富有、更智慧、更快乐》里少量引用过他的话。

I I wrote about him in the great minds of investing and quoted him a little bit in richer wiser happier, but not much.

Speaker 1

马里奥出身贫寒,对金钱有着真实的渴望。

Mario came from a very poor background and really had this hunger for money.

Speaker 1

我认为他是被赚钱和证明自己的动力驱使着,用他自己的话说,他是个'信息猎犬'。

He was driven, I think, to make money and to prove himself, and he was an information hound as he put it to me.

Speaker 1

怎么说呢,他并不是那种超级知识分子类型的人。

Like, he just you know, he wasn't super intellectual.

Speaker 1

他非常聪明。

He was very highly intelligent.

Speaker 1

对阅读书籍或小说之类的东西毫无兴趣。

Wasn't interested in reading books or novels or anything like that.

Speaker 1

据我观察,他对智慧毫无兴趣,但对出人头地有着强烈的渴望。

I would say he had no interest in wisdom as far as I could make out, but he had a great deal of hunger to get ahead.

Speaker 1

想想威尔·丹诺夫这样的人,我在《更富有、更智慧、更快乐》一书中写过他。

Think about someone like Will Danoff, who I wrote about in Richer Wiser Happier.

Speaker 1

有个精彩的故事——我记得藏在某个脚注里——我很喜欢讲述:几十年前威尔还是个年轻投资者时,曾去亚利桑那州凤凰城参加分析师会议,当时比尔·米勒(后来成为他密友)也是个年轻投资者。

There's a wonderful story that I think is tucked away in a in a footnote that I love telling of when Will went, I think, to an analyst meeting in Phoenix, Arizona decades ago when he was a young investor, and Bill Miller, who became a close friend of his, was a young investor.

Speaker 1

有人介绍他们认识时,比尔·米勒告诉我他伸出手说:'嗨,威尔。'

And someone introduced them, and Bill Miller told me that he stretched out his hand and said, hi, Will.

Speaker 1

很高兴认识你。

Nice to meet you.

Speaker 1

我是比尔。

I'm Bill.

Speaker 1

他说,威尔·丹诺德没有伸出手,只是说,我会打败你的,伙计。

And he said, Will Dannold didn't stretch out his hand and just said, I'm gonna beat you, man.

Speaker 1

我会打败你的。

I'm gonna beat you.

Speaker 1

所以我认为那种竞争精神,那种热情很早就存在了,这种对成功、对认可的渴望。

And so I think that kind of competitive spirit, that sort of fire was always there very early on, this desire for success, for recognition.

Speaker 1

威尔·丹霍夫谈到多年前他的一位股东曾给他寄过一张照片。

And Will Danhoff talks about how there is one of his shareholders many years ago sent him a photo.

Speaker 1

那是一对夫妇,寄给他他们刚出生不久的小宝宝的照片,并说,你知道,这就是你为之管理资金的人。

It was a couple, sent him the photo of their young child, their baby who had just been born, I think, and said, you know, this is this is who you're managing money for.

Speaker 1

所以我认为他做得很好,真正把这个理念放在首位和中心,记住这里有一种服务的成分,但仍然保持着强烈的竞争精神。

And so I think he's done a great job of really keeping that idea front and center, remembering the idea that there's an element of service here, but there's still a great competitive spirit.

Speaker 1

我的意思是,他曾经对我说过类似的话,坦率地说,我更在乎。

I mean, he said to me once something along the lines of, frankly, I care more.

Speaker 1

我喜欢这样的说法——'我更在乎',因为你知道,这是三个单音节词,但它们蕴含着巨大的力量。

And I love a phrase like that, I care more, because, you know, it's three three monosyllabic words, and yet, boy, do they have a lot of power to them.

Speaker 1

这其中蕴含着某种本质的真理。

There's a there's a sort of essential truth to them.

Speaker 1

那么这种在乎感从何而来呢?

So where does that sense of care come from?

Speaker 1

我想,部分源于服务的渴望。

I mean, some of it's a desire to serve.

Speaker 1

有些情况下,这种渴望往往是对金钱、认可或独立的追求。

Some of it sometimes in in many of these cases is a desire for money or a desire for recognition or independence.

Speaker 1

我记得比尔·阿克曼曾对我说,他之所以渴望财富,就是为了能畅所欲言、为所欲为、思其所思,那是一种对独立近乎执着的渴望。

I remember Bill Ackman talking to me once about how he just really wanted to have money so that he could say what he wanted, do what he wanted, think what he wanted, you know, real desire for a sort of bristling hunger for independence.

Speaker 1

因此我并非在颂扬这些特质。

And so I'm not really celebrating these characteristics.

Speaker 1

我并不是说,哦,你就该这样。

I'm not saying, oh, this is what you should be like.

Speaker 1

我不认为这种饥渴、激情与强度总能带来幸福。

I don't think always those characteristics, that kind of hunger and fire and intensity is a recipe for happiness.

Speaker 1

最成功的人往往都怀有不满和驱动力。

There's dissatisfaction and a drive often to the most successful people.

Speaker 1

我只是在描述我认为观察到的大量现象。

I'm just sort of describing what I think is what what I think just I I observe a lot.

Speaker 1

我想埃里克问题的一部分潜台词是,我们都在处理自己的疑虑、焦虑和挫折,努力让事业腾飞并取得真正成功。

And I think part of the subtext of Eric Eric's question, if I'm understanding correctly, is, you know, we're all we're all dealing with our doubts and our anxieties and our frustrations as we try to get our careers airborne and become really successful.

Speaker 1

所以在某种程度上,了解这些超级成功人士的经历很有帮助,你知道吗?

And so in a way, I think it's very helpful to know that these super successful people you know?

Speaker 1

是的。

Yeah.

Speaker 1

当然。

Sure.

Speaker 1

其中一些人可能最初就拥有这种非同寻常的自信,但我认为很多人其实都经历过艰难时期。

Some of them probably started with this kind of very unusual self confidence, but I think a lot of them a lot of them went through difficult times.

Speaker 1

他们中有很多人遇到了非常幸运的转机,最终恰好处于形势有利的位置。

A lot of them had very lucky breaks and ended up just in positions where things sort of broke right for them.

Speaker 1

我不知道。

I don't know.

Speaker 1

我是说,阿诺德·范登伯格的儿子斯科特曾告诉我一个故事让我印象深刻,斯科特后来成为了他父亲公司世纪管理的总裁。他讲述阿诺德在职业和个人生活多方面都取得了巨大成功。

I mean, I I I also I was very struck once a story that Arnold Vandenberg's son, Scott, who became president of his his company, Century Management, once told me where Scott looked at Arnold who had built a very successful life in so many ways professionally, but also personally.

Speaker 1

阿诺德就是一个集财富、智慧与幸福于一身的典范。

And Arnold is a good example of someone who's rich, wise, and happy.

Speaker 1

斯科特对他说——我想斯科特当时正处于事业初期挣扎阶段,大概二十出头,也可能是三十岁左右。

And Scott said to him I think Scott was sort of struggling early in his career, the soonest twenties, maybe maybe maybe 30, that sort of thing.

Speaker 1

他问了阿诺德类似'你当年也很艰难吗?'这样的话。

And he said something to Arnold about, was was it hard for you?

Speaker 1

极其诚实的阿诺德——他白手起家,早年生活异常艰辛——向他讲述了创业初期的一个下午,自己如何趴在办公桌上痛哭的经历。

And Arnold, who's incredibly honest and had started with absolutely nothing and had an incredibly difficult early life, talked to him about, in the early days of setting up his investment firm, just putting his head down on his desk one afternoon and just sobbing.

Speaker 1

所以我认为,了解这些人的成功并非唾手可得很有启发。

So I think it's helpful to know that these people, it wasn't just handed to them.

Speaker 1

他们同样经历过奋斗的艰辛。

They they had to struggle too.

Speaker 1

这很困难。

It was difficult.

Speaker 1

那么你如何克服这些负面情绪,我我也不知道。

And and so how you overcome those negative emotions, I I don't know.

Speaker 1

我的意思是,我们在播客的很多期节目中,特别是与斯蒂格·布罗德森每季度的讨论中,多次谈到如何处理困难情绪。

I mean, we we've talked a lot in various episodes of the podcast, particularly my quarterly discussions with Stig Brodersen about how to deal with difficult emotions.

Speaker 1

我有一期播客节目——也是我最喜欢的节目之一——在那里我与丹尼尔·戈曼和这位伟大的藏传佛教冥想大师索克尼仁波切讨论了如何处理困难情绪。

And I had an episode of the podcast, one of my favorite episodes of my podcast, where I talked to Daniel Gohman and this great Tibetan Buddhist meditation master, Sokhni Rinpoche, about dealing with difficult emotions.

Speaker 1

我绝对建议大家回去听听那期节目。

I would definitely encourage people to go back and and listen to that.

Speaker 1

但埃里克在提出这个问题时,还问了第二部分:如果你要探究他们成功后的心理状态,是什么原因持续驱使他们变得更富有、更睿智、更幸福?

But then Eric, in writing this question, also asked the second part of the question, which is if you were to inquire into their mental state after they have already made it, what is the one reason that keeps driving them to become richer, wiser, and happier?

Speaker 1

我认为这是个非常有趣的问题。

And that's a that's a really interesting question, I think.

Speaker 1

几个月前,我和一位八十多岁的著名投资者共进晚餐,那次经历非常有趣。

I I had a very interesting dinner a few months ago with a famous investor in his eighties.

Speaker 1

拥有令人难以置信的业绩记录。

Has an incredible record.

Speaker 1

他是个了不起的人物。

He's a formidable guy.

Speaker 1

他谈到可能要成立一家新公司,尽管过去已经创立了多家非常成功的企业。

And he was talking a bit about maybe setting up a new firm, having already set up very successful firms in the past.

Speaker 1

我就问他,为什么不干脆管理自己的资金呢?

And I said to him, why not just manage your own money?

Speaker 1

我是说,这家伙已经赚了大把的钱。

I mean, this guy has already made huge amounts of money.

Speaker 1

显然他并不缺钱。

Clearly doesn't need the money.

Speaker 1

他有着极好的声誉。

He's got a great reputation.

Speaker 1

他只回答了一个词。

And he just answered in one word.

Speaker 1

他说是竞争意识

He said competitive.

Speaker 1

我觉得这很耐人寻味,像他这样成功的人就是忍不住要竞争

I thought that was really fascinating that someone who's been as successful as him just can't help it.

Speaker 1

他就是好胜心强

He's just competitive.

Speaker 1

而且我...我真的很欣赏这个人

And and I I like this guy a lot.

Speaker 1

他是个很好的人,但我觉得这类人往往有些心理缺陷,他们被这种强烈的竞争欲、求胜欲、追求更高回报和更多金钱的欲望驱使着

He's a very nice man, but I think I think there these are often kind of dysfunctional people harnessing this intense drive and desire for competition, victory, better returns, more money.

Speaker 1

这没什么不好

And that's fine.

Speaker 1

我并不是在批评这种现象

I'm not knocking any of this.

Speaker 1

而且我...再说一次,我并不是在批判性地评价这件事

And I'm and, again, I I'm not saying this critically.

Speaker 1

我只是想说,这并不是你应该成为的样子。

I'm I'm trying just and I'm and I'm not saying this is what you should be like.

Speaker 1

我只是试图描述我所看到的。

I'm I'm just trying to describe what it is I see.

Speaker 1

关于那些最明智、最幸福的人,我想说的是,他们成功地将那种强烈的欲望转化为造福他人的方式。

What I would say about the ones who are wisest and happiest is that they've managed to take that tremendous desire and transform it in some way to benefit other people.

Speaker 1

如果你看看书中尾声对阿诺德·范登伯格的描述,你会发现这个人克服了难以置信的困难、痛苦、愤怒、失望和狂怒。

And if you look at the description of Arnold Van den Berg in the epilogue of the the book, you see that here's a guy who overcame unbelievable difficulty, unbelievable pain, anger, disappointment, rage.

Speaker 1

要知道,他的人生起点再糟糕不过了,但他却成为了一个极其善良、正直、充满爱心且乐于分享的人。

You know, he couldn't have had a worse start to his life, and yet he's become this extraordinarily kind, decent, loving, sharing person.

Speaker 1

我认为这指向了一个非常重要的事实:他始终在为他人着想。

And I think that points at something really important, which is that he's just looking out for other people.

Speaker 1

他试图帮助他人提升。

He's trying to lift up other people.

Speaker 1

所以我认为这里存在一个巨大的悖论:要取得非凡的成功,我认为你必须拥有那种渴望、那种强烈的欲望。

And so I think there's this great paradox here that to be extraordinarily successful, I do think you have to have that desire, that intensity of desire.

Speaker 1

但要获得幸福,真正有帮助的是你专注于照顾他人、关心他人。

But to be happy, it really helps if you're focused on taking care of other people, looking after other people.

Speaker 1

在很多方面,我在书的第一章中写到的莫尼什·帕布拉伊就是一个很好的例子。

And and in many ways, Monish Pabrai, who I write about in chapter one of the book, is a very good example of this.

Speaker 1

他拥有一种奇特的能力,能够独自坐在房间里评估概率并做出决策。

He's he's taken his strange ability to sit on his own in a room and assess probabilities and make bets.

Speaker 1

他利用这种能力创立了Dakshana基金会,帮助成千上万来自贫困家庭的聪明有才华的孩子摆脱贫困。

And he's used it to set up Dakshana, where he's lifted thousands and thousands of really talented, really smart kids from really underprivileged families out of poverty.

Speaker 1

这是一件非常美好的事情,他做出了巨大的贡献。

And that's a really beautiful thing to observe, and it's he's done a tremendous amount of good.

Speaker 1

他谈到将无限善行作为目标。

He talks about infinite good as a goal.

Speaker 1

从我多年来与莫尼什的交谈以及和他一起在印度探访那些Dakshana学者的经历中,我清楚地看到,他生命中最热爱、最能带给他快乐的事,就是去拜访那些印度学者家庭。

And it's pretty clear to me from my conversations with Monish over the years and and from traveling with him in India to to go visit those those students, the the Dakshana scholars, the the thing he loves most, the thing that gives him the most joy in his life is actually when he goes to visit those families of the scholars in India.

Speaker 1

所以这很有趣。

And so that's interesting.

Speaker 1

对吧?

Right?

Speaker 1

你知道,他过着充满热情的生活。

It you know, he has a zestful life.

Speaker 1

他热爱赚钱。

He loves he loves making money.

Speaker 1

他热爱投资。

He loves investing.

Speaker 1

他对投资游戏充满热情、愉悦和快乐,但他没有忘记必须服务于更伟大的事业才能产生某种能量流动,我认为这不只是关于'看看我'。

He's he's full of full of zest and pleasure and joy at the game of investing, but he hasn't lost sight of the fact that it's got to serve some grander cause for there to be some kind of flow of energy, I think, where it's not just about, look at me.

Speaker 1

我多么重要,多么聪明,多么成功,而是它实际上在造福他人。

I'm so important, and I'm so smart, and I'm so successful, but it's actually benefiting other people.

Speaker 1

我认为这其中有一个重要线索——当你看到像莫尼什、阿诺德,或者我在书中也写到的尼克·斯利普和凯·西卡里奥这样的人,他们在45岁退出投资行业,基本上用人生后半段时光捐出大部分财产,以尽可能长期帮助最多的人。

I think there's an important clue in that when you see people, people like Monish, Arnold, or someone like Nick Sleep and Kei Sicario, who I write about in the book also, who quit the investment business at 45 and set out basically in the second half of their lives to give most of their fortunes away in a way that would help as many people as possible over the long term.

Speaker 1

我觉得有趣的是,这些人看起来都很幸福。

That's interesting to me that those people seem happy.

Speaker 1

同样地,像马克尔公司CEO汤姆·盖纳这样的人——我在'高效能习惯'章节中写过他——非常乐善好施、善良正直。

And likewise, someone like Tom Gaynor, who's very charitable and very kind and decent, the the CEO of Markel, who I write about in the chapter on high performance habits.

Speaker 1

因此我认为我们必须清醒地认识到:那些让我们在职业或财务上取得巨大成功的驱动力,往往源自某些相当病态的东西(虽属必要但确实病态)——比如对认可、独立或金钱的渴求,或是向母亲、老师或更受宠的兄弟姐妹证明自己的那种野心。

So I think we have to be quite clear headed about our intention here and to be aware that the thing that's gonna make us very successful professionally or financially is often something pretty dysfunctional necessary, but pretty dysfunctional, which is that hunger and ambition and drive maybe for recognition, maybe for independence, maybe for money, you know, to prove yourself to your mom or your teacher who didn't admire you or your sibling who, you know, seemed to be loved more.

Speaker 1

无论是什么负面情绪,你都可以驾驭它们来获得成功。

Whatever whatever it is, you can harness all of these negative emotions to be successful.

Speaker 1

但要获得幸福,我认为整体上必须要有分享、利他、提携他人的元素。

But to be happy, I think there has to be on the whole this element of sharing, of focusing on others, of lifting up others.

Speaker 1

这让我深受启发。

And that's very thought provoking to me.

Speaker 1

所以某种程度上,我布道式的使命就是帮助人们明白:存在一种既能获得职业成功,又能以助人为主要动机的、真正富足丰盛的生活方式。

So I I think somehow we're part of part of my kind of proselytizing mission is to help people figure out that there's a way to have a truly rich and abundant life that includes that professional success, but that's also motivated pretty heavily by trying to help other people.

Speaker 1

下一个问题来自以色列的一位听众——其实我认识她。

Our next question is from a listener in Israel who actually I know.

Speaker 1

这位女士叫因巴尔·马奥兹,是高管沟通教练兼顾问,专长于帮助领导者提升公开演讲、故事讲述和战略沟通能力。

This is a lady named Inbal Maoz, and Inbal is an executive communication coach and consultant who helps people with public speaking and storytelling and strategic communication for leaders.

Speaker 1

实际上,当我做TEDx演讲时,她是指导我的关键人物。

And, actually, when I gave my TEDx talk, she was a really key person in helping to coach me.

Speaker 1

我非常感激她,因为关于这次TEDx演讲的经历,我偶尔会提起。

And I was hugely grateful to her because one of the things that happened to me with my TEDx talk is that I've talked about this occasionally.

Speaker 1

那是在新冠疫情最严重的时期。

It was during it was in the midst of COVID.

Speaker 1

当时我在美国伯克希尔的一个剧院演讲,由于社交距离限制,现场只能坐满三分之一的人,大家都戴着口罩。

And so I spoke in a theater in the Berkshires here in The US, and it could only be about a third full, and everyone was wearing masks because of social distancing and the like.

Speaker 1

在那之前,我已经很久没有参与公开活动,一直待在家里。

And I'd I'd been I'd been at home sort of out of out of public life for a long time.

Speaker 1

然后突然发现自己被抛入这种奇怪场景——站在舞台上,头顶着刺眼的聚光灯。

And then suddenly, find myself sort of cast into this strange situation where I'm I'm on a stage and I'm under these Klig lights.

Speaker 1

我试图背下演讲稿,但当时实在太忙了。

And I tried to memorize my speech, but I was, like, really busy at the time.

Speaker 1

演讲开始两分钟后,我卡壳了,把要说的话搞混了,这让我陷入一种'天啊'的慌乱状态。

And about two minutes into the speech, I think, I stumbled and kinda messed up what I was saying, and it kind of tipped me into this situation where I was like, oh my god.

Speaker 1

我接下来要说什么来着?

What was I gonna say next?

Speaker 1

我有点僵住了。

And I kind of froze.

Speaker 1

而令人惊讶的是,当时大约20、21岁的女儿玛德琳,从大约25排远的地方喊出了我的下一句台词,完全救了我。

And and amazingly, my daughter Madeline, who was about 20, 21 at the time, actually called out my next line from about 25 rows back and totally saved me.

Speaker 1

在一切都朝着我不希望的方向发展时,玛德琳出现并拯救了我,这个事实让我感到某种深深的触动。

And there was something kind of deeply moving about the fact that I was kind of saved in this moment of embarrassment and shame when everything went exactly how I didn't want it to go, that Madeline came and kind of rescued me.

Speaker 1

你在视频中看不到这一幕,因为InBow非常贴心地把它剪掉了。

And you don't see this in the video because InBow very kindly edited it.

Speaker 1

所以,你知道,你看不到这个瞬间。

And so, you know, you can't see this moment.

Speaker 1

对我来说,这是最深刻也最感动的记忆。

That for me is the most kind of profound and kind of moving memory of the thing.

Speaker 1

值得庆幸的是,这场TEDx演讲最终进行得非常顺利。

And so the TEDx talk has done really well, thankfully.

Speaker 1

但对我来说,最难忘的部分莫过于在公众场合搞砸,经历了最害怕发生的事情,然后被玛德琳拯救,接着又被伊姆巴尔拯救。

But, you know, for me, almost the most memorable part of it is screwing up in public, having the worst you know, the thing I had dreaded happen, and then being saved by Madeleine, but then also being saved by Imbal.

Speaker 1

因此我非常感激伊姆巴尔,在很多方面都是如此。

So I'm very grateful to Imbal on multiple fronts.

Speaker 1

如果你需要有人帮助你进行公开演讲或TED演讲、TEDx演讲,她真的非常出色。

And if you ever need someone to help you with speaking with public speaking or a TED talk or TEDx talk, she's really great.

Speaker 1

告诉我一声,我会帮忙联系她。

And let me know, and I'll help put you in touch.

Speaker 1

所以伊姆巴尔的问题是:你从所有受访者那里学到的原则中,有哪些被你应用到个人生活中?它们如何影响了你的生活?

So Imbal's question is, which of the principles you learned about from all your interviewees did you adopt in your personal life, and how did it affect your life?

Speaker 1

这是个很好的问题。

That's a great question.

Speaker 1

有几件事我确实大规模采纳了,因为我花了大量时间与这些人相处、思考他们的观点,并试图提炼和分享我认为最重要的部分,这让我有绝佳机会将它们融入生活。

And there are a few things that I've adopted in a big way because I I spent so much time with these people and with their ideas and trying to distill their ideas and share what seemed to me most important that I I really have had a huge opportunity to incorporate them in my life.

Speaker 1

我不仅写过这些内容,还在演讲、播客等场合多次谈论过它们。

And I I've I've not only written about them, but I've also spoken about them a lot in speeches and on podcasts and and the like.

Speaker 1

所以我真的有机会深入思考对我来说最重要的事情。

So I I really had a chance to pound in the things that are most important to me.

Speaker 1

对我产生深远影响的一个理念就是'减法艺术'。

So one of the things that had a really profound impact on me is this idea of the art of subtraction.

Speaker 1

这个概念是说,在我们大多数人过度忙碌的时代,有太多信息输入、太多噪音、太多东西扑面而来,生活比以往任何时候都更快更复杂。

The idea that at a time when most of us are really overly busy and there are so many inputs, there's so much noise, there's so much coming at us, and life is faster and more complicated than it seems to have been ever before.

Speaker 1

我认为在某些方面,真正的超能力就是这种简化复杂性的能力。

I think in some ways, the superpower is this ability to subtract complexity.

Speaker 1

我在那些伟大的投资者身上一再看到这一点,比如比尔·米勒这样的人,他确实把自己的生活简化到了极致——读书、投资、思考、陪伴妻子。

And I've seen this again and again with the great investors that think of someone like Bill Miller, for example, who he he really has simplified his life to a to a point where he's reading, he's investing, he's thinking, he's hanging out with his wife.

Speaker 1

他曾向我解释过,我很喜欢这个故事:有人问他是否能在美国的一个晚宴或庆典上发言。

He's he's he's like he explained to me once, I always loved this story that someone had asked him if he could speak at a at a gala or gala, as I think you would say, in America.

Speaker 1

他说,是的。

And he said, yeah.

Speaker 1

着装要求是什么?

What's what's the dress code?

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对方说:‘需要穿黑领结礼服。’

And they said, black tie.

Speaker 1

他却回答:‘不。’

And he's like, no.

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‘我已经把燕尾服扔了,而且再也不会买新的。’

I threw out my tuxedo, and I'm never buying another one.

Speaker 1

我特别欣赏这种态度——那种带着点倔强的自我认知,让他能直接说‘不’。

And I loved that, that there's a kind of self awareness, a slightly ornery self awareness that has him say, no.

Speaker 1

‘我就是不打算这么做。’

I'm just not gonna do it.

Speaker 1

‘我不会做这些不适合我的事。’

I'm not gonna do these things aren't right for me.

Speaker 1

我记得去他在马里兰州的家里拜访时,那房子是他姐姐装修的。

And he I remember visiting him at this home that he had in Maryland, and it had been decorated by his sister.

Speaker 1

他在佛罗里达还有一处住宅,我记得也是他姐姐负责装修的。

And he had a home in Florida that had also been decorated, I think, by his sister.

Speaker 1

他养了一只斗牛犬,非常宠爱它,因为想要牛市就必须有只斗牛犬。

And he had a bulldog that he really loved because you have to have a bulldog if you wanna bull market.

Speaker 1

他甚至在家里书房挂了幅斗牛犬的帅气肖像画。

And it even he had a a beautiful sort of handsome portrait of the bulldog in his library at home.

Speaker 1

不过他妹妹经常遛那只斗牛犬。

But his sister used to walk the bulldog often.

Speaker 1

他连汽车加油都不用自己动手。

He didn't even pump gas in his car.

Speaker 1

他不乘坐商业航班。

He didn't fly commercial.

Speaker 1

我想他大概有二十年没坐过商业航班了。

He hadn't flown commercial, I think, in twenty years or something.

Speaker 1

是的,可以指出这点,好吧,这都很好。

And, yeah, it's fine to point out, well, it's all very well.

Speaker 1

如果我也超级有钱,我也会这样生活。

If I was super rich, I would live the same way.

Speaker 1

但实际上,减去复杂性并专注于最重要之事的理念是非常、非常可复制的。

But, actually, the idea of subtracting complexity and focusing on what matters most is very, very replicable.

Speaker 1

所以观察像比尔这样的人对我产生了巨大影响,同样地观察莫尼什也是如此,他基本上说自己只是闲坐着,日程非常空,研究股票、阅读、做些运动、骑自行车、搞他的慈善事业。

And so watching someone like Bill had a big impact on me, but similarly watching Monish, for example, who said basically that he's he's just sitting around with a very empty schedule, studying stocks, reading, playing some sports, biking, doing his philanthropic stuff.

Speaker 1

他会说他会和别人出去吃饭,如果他并不真正享受,他就会直接说'不'。

He would say he would go out for a a meal with someone, and if he didn't really enjoy it, he would be like, nope.

Speaker 1

再也不见他们。

Never seeing them again.

Speaker 1

就这样。

That's it.

Speaker 1

不想与潜在客户会面,因为他就是不喜欢,他称之为所有那些营销废话,所以即使这意味着他会筹集更少的资产,他也不那么做。

Didn't wanna meet with prospective clients because he just didn't like because he called it the mumbo jumbo of all that marketing stuff, so he didn't do that even though it meant that he would raise fewer assets.

Speaker 1

所以这其中有种固执的自我认知成分,就是明确表示:'我只做对我最重要的事和我最擅长的事'。

So there was an element of kind of ornery self awareness in just saying, I'm I'm only gonna do what matters most to me and what I'm best at.

Speaker 1

因此我一直努力保持清醒头脑,坚持做我最擅长和最关心的事。

And so I've tried to be pretty clear minded about sticking to what I'm best at and what I care most about.

Speaker 1

与此同时,我经常在简化生活方面彻底失败,因为我承担了太多事情,导致过于复杂,变得非常困难。

And at the same time, I failed totally a lot of the time to simplify my life because I take on too many things, and then there's too much complexity, and it becomes really difficult.

Speaker 1

所以,也许正是因为我如此频繁地在减法艺术上失败,而实际上却在实践加法或乘法的艺术,才使得这个理念对我如此重要。

And so maybe maybe the fact that I fail so much at the art of subtraction and actually practicing the art of addition or multiplication is one of the reasons why this idea is so important for me.

Speaker 1

我认为与之结合的一个重要理念,是我在关于尼克和扎克的章节中写到的'目的地分析',这个概念我只相对简要地提到过,他们将其应用于选股。

And I think one of the things to combine with this is a hugely important idea that I write about in the chapter on Nick and Zach, which is this idea of destination analysis, which I only write about relatively briefly, which they applied to picking stocks.

Speaker 1

对吧?

Right?

Speaker 1

他们会观察像亚马逊和好市多这样的公司,然后说:'这是这家公司在十、十五、二十年后的理想目的地'。

So they would look at companies like Amazon and Costco, and they would say, here's a desirable destination for this company in ten, fifteen, twenty years.

Speaker 1

要实现这个目标需要哪些条件?

What are the inputs to get them there?

Speaker 1

然后他们会逆向思考:'这家公司是否善待股东?'

And then they would work backwards and say, well, is the company treating its shareholders right?

Speaker 1

它是否善待顾客?

Is it treating its customers right?

Speaker 1

它的资本配置是否明智?

Is it allocating capital intelligently?

Speaker 1

他们是在试图取悦华尔街,还是真正在创造长期价值?

Are they trying to please Wall Street, or are they actually trying to create long term value?

Speaker 1

对吧?

Right?

Speaker 1

所以你要从一个理想的目标出发,然后逆向研究所需的投入。

So you start with a desirable destination and then work back to study the inputs.

Speaker 1

正如尼克对我说的,大多数人只关注短期产出,这完全是错误的。

Whereas as Nick said to me, most people are just focused on the outputs, short term outputs, which is totally wrong.

Speaker 1

所以当我思考该减去什么、该专注什么时,我不断在思考人生的目标终点是什么。

And so when I'm thinking about what to subtract and what to focus on, I'm constantly thinking about what the destination is and what the destination is in my life.

Speaker 1

因此对我来说非常明确,比如我不想做那些转瞬即逝的事情。

And so it's pretty clear to me, for example, that I don't wanna be doing ephemeral stuff.

Speaker 1

我并不是在批评其他这样做的人。

And I'm not knocking anyone else who does this.

Speaker 1

每个人都有自己的生活方式选择。

Everyone everyone has their own twist on how they wanna live.

Speaker 1

我对批量生产新闻简报毫无兴趣。

I'm not interested in pumping out a newsletter, a subset newsletter.

Speaker 1

这根本不是我想要做的事。

It's just not what I wanna do.

Speaker 1

我为周刊杂志工作多年,实在厌倦了生产大量平庸内容。

I worked for weekly magazines for many years, and I'm just not interested in pumping out lots of mediocre stuff.

Speaker 1

确实有人能持续产出优质内容,我衷心佩服他们。

There are people who can pump out really good stuff and more strength to them.

Speaker 1

但我做不到。

I couldn't.

Speaker 1

我在很多方面都属于慢热型。

I have a kind of slow metabolism in so many ways.

Speaker 1

比起数量,我更追求质量。

I'm much more interested in quality than quantity.

Speaker 1

所以我更乐意每年做12、14或16期播客,而不是24、36甚至50期。

And so I'm much happier to do twelve, fourteen, 16 episodes of the podcast a year than I would be to do 24, 36, or 50 or so.

Speaker 1

我实在无法忍受那样。

I just couldn't bear it.

Speaker 1

我对最大化产出就是不感兴趣。

I'm just not interested in maximizing output.

Speaker 1

当我思考人生终点时想要完成什么,回顾过去,我会觉得——好吧。

And when I think about what I wanna do by the end of my life, I look back and I think, okay.

Speaker 1

如果我能写出三本真正引以为豪的书,那就太棒了。

If I've done three books that I'm really proud of, that would be fantastic.

Speaker 1

目前我只完成了一本真正让我骄傲的书。

So I've done one book that I'm really proud of.

Speaker 1

我是说,我确实代笔过不少书。

I mean, I've ghostwritten various books.

Speaker 1

虽然那些作品很成功,但它们并不真正属于我。

I've been very successful and the like, but they're not really mine.

Speaker 1

我曾编辑过几本杂志,与一些出色的作家共事,学到了一些技能,并在世界各地获得了非常丰富有趣的经历。

I edited a couple of magazines where I worked with some amazing writers, and I learned some skills, and I had some very, very rich, interesting experiences around the world.

Speaker 1

但那些都是短暂的。

But that's ephemeral.

Speaker 1

那些东西终将被遗忘。

That stuff will be forgotten.

Speaker 1

所以对我来说,重要的是写一些真正有价值、能帮助很多人、真实且持久的东西,这给自己带来了很大压力。

So it's important to me that I write something really valuable and that really helps a lot of people and that's truthful and that's enduring, and that's a lot of pressure to put on myself.

Speaker 1

因此我认为,当我最终决定要再写一本书时,这是个非常重大的决定,因为它可能会占据我生命中近十年的时间,包括规划、写作,以及之后四处宣传的过程。

And so I think, you know, when I actually finally decide I'm gonna write another book, it's a very big decision because it'll take over my life for much of a decade probably, including, you know, the planning, the writing, then the being out there talking about it.

Speaker 1

所以目标分析对我来说非常重要。

So destination analysis is really important for me.

Speaker 1

当我思考什么是真正充实幸福的生活时,显然必须包含美好的关系。

And when I think about what a really rich and happy life is, it's clearly got to have great relationships.

Speaker 1

因此,在研究超级投资者的过程中,我得到了极大的启示:意识到人际关系在多大程度上推动了他们的成功与幸福,以及他们生活的丰富性。

And so that's been hugely clarifying for me in my study of super investors is to realize the extent to which their relationships really drove their success and their happiness, the richness of their lives.

Speaker 1

这也让我更加清晰地认识到,在我那些年拼命想要出人头地、同时仅仅为了在杂志写作和编辑这个艰难行业中生存下去时,我自然而然地低估了人际关系的重要性,因为我当时太忙于工作了。

And so that's also been very clarifying for me that I think I in the years where I was really hungrily driving to get ahead and also just survive in the very difficult world of magazine writing and magazine editing, I naturally underestimated the importance of relationships because I was so busy working.

Speaker 1

而我觉得现在自己不太会再犯这种错误了。

And I think I'm much less prone to do that now.

Speaker 1

我现在对投资人际关系的重要性有了更加敏锐的认识。

I have much, much more much more of a keen awareness of how important it is for me to invest in my relationships.

Speaker 1

所以这一点非常关键。

So that's been really key.

Speaker 1

另一个从伟大投资者那里学到并深刻影响我生活的,是芒格关于'避免愚蠢'的理念。

And then the other thing that has affected my life hugely that I learned from great investors is Munger's idea of avoiding stupidity.

Speaker 1

这已成为我经常使用的极其实用的工具。

That's become an extremely practical tool that I use constantly.

Speaker 1

仅仅是在任何情况下都认真思考'不要做什么'这个想法,就非常有帮助。

And just just the idea of really thinking about what not to do in any situation is hugely helpful.

Speaker 1

另外,通过观察最幸福的投资者以及我研究的所有更具精神性和哲学性的内容,我越来越清楚地认识到:服务他人和帮助他人显然极其重要。

And then I I think the other thing that's just become increasingly clear to me, not only from watching the happiest investors, but also from all of the more spiritual and philosophical stuff that I study, it's clearly hugely important to serve others and to help others.

Speaker 1

而我当时确实没有太关注这一点。

And I I just think I wasn't that focused on it.

Speaker 1

我的意思是,我本能地能感受到那些做得好的事物之美。

I mean, I think I had an inherent sense of the beauty of something that was well done.

Speaker 1

比如,我对质量有着极致的追求。

Like, I was deeply committed to quality.

Speaker 1

所以无论是写文章、代笔写书还是自己创作,我都竭尽全力做到最好,演讲也是如此。

So when I wrote an article or I worked on a book as a ghostwriter or as an author myself, I was deeply committed to doing as good a job as I possibly could, same with speeches.

Speaker 1

我就是发自内心地在意品质是否出色。

Like, I I just really deeply care about quality being good.

Speaker 1

部分动力是害怕被评价,担心别人觉得我平庸。

And it was some of it was driven by a fear of being judged and, you know, having people think I was mediocre.

Speaker 1

还有部分动力纯粹源于对精美事物的天生热爱。

And some of it was just driven by an inherent love of things that are beautifully done, beautifully made.

Speaker 1

但我觉得当时我并没有强烈的服务意识。

But I don't think I had a keen sense of service.

Speaker 1

我直到四十多岁后期,可能接近五十岁时,才真正意识到将自己的才能用于帮助他人有多么重要。

I didn't really have a keen sense probably until pretty late in my forties and maybe around 50 of just how important it is to take your talents and use them to help other people.

Speaker 1

而且,对很多人来说,这其实是显而易见的道理。

And, yeah, it's it's just much more obvious to a lot of other people.

Speaker 1

我不知道。

I don't know.

Speaker 1

我花了很长时间才明白这一点。

It took me a long time to figure that out.

Speaker 1

因此,通过观察并逆向解析那些非常成功人士的生活,看他们在何处失败、何处成功以及什么让他们真正快乐,这让我深刻聚焦于诸如他们人际关系的质量、对少数能产生复利效应的简单习惯的坚持,以及剔除那些短暂、不重要或不发挥他们优势的事物。

And so, again, watching and trying to reverse engineer the lives of very successful people and seeing where they fail and where they succeed and what makes them happy really made me focus a lot on things like the quality of their relationships, the quality of their commitment to a few simple habits that would compound, and the the removal of all the stuff that was ephemeral or unimportant or didn't play to their strengths.

Speaker 1

所以我认为,那种对自己最重要事务的极致专注,以及聚焦于自己最擅长领域的无情取舍,对我真的非常非常有帮助。

So I think that kind of ruthlessness about focusing on what matters most to you and focusing on what you're best at, That's been really, really helpful to me.

Speaker 1

下一个问题来自听众帕林·梅塔,他是新加坡的一位投资人、董事会董事、风险投资家,同时也是创始人和高管的执行教练。

Our next question is from a listener called Parin Mehta, who is an investor and board director, a VC, and an executive coach to founders and executives based in Singapore.

Speaker 1

帕林问道:在当今世界,对于那些想要应用您在《更富有、更智慧、更快乐》书中及访谈中提出的原则的人来说,需要克服的最大挑战是什么?

And Parin asks, what is the single biggest challenge to overcome in today's world for anyone looking to apply the principles you identified in the Richer, Wiser, Happier book and your interviews.

Speaker 1

我认为这实际上与我们之前讨论的艺术家的吸引力有关。

And I think this is related actually to what we talked about before about the artist's attraction.

Speaker 1

因为至少对我来说,可能对你们许多人也是如此,最大的挑战是那种要做更多、跑得更快、变得更忙的巨大压力。

Because I think the greatest challenge for me at least, and I assume for many of you, is this tremendous pressure to do more, to run faster, to be busier.

Speaker 1

那种要接收更多输入、更多信息,并在这片喧嚣、忙碌和一切飞速运转中找到秩序、平静与清晰的巨大压力。

The the tremendous pressure to take in more inputs, more information, and somehow to find order and peace and clarity within this noise and this busyness and this speediness of everything.

Speaker 1

因此我认为,在某种程度上,挑战不仅在于要削减事务并决定什么对你最重要,还在于要培养能为你带来内心平静的习惯。

And so I think in some ways, the challenge becomes not only to subtract stuff and to decide what it is that's most important to you, but also to build habits that are gonna develop peace of mind for you.

Speaker 1

实际上当我查看帕林的领英资料时,发现他曾发帖说他喜欢在大自然中散步并与人们交谈,这让我印象深刻。

And it was striking to me actually when I looked up Parin on LinkedIn that he he had written a post saying that he he loves to walk in nature and to have conversations with people.

Speaker 1

他会进行这种边走边谈的对话。

He'll have these walking conversations.

Speaker 1

他有一个目标是在四十多岁时走完5000万步,他说这相当于地球的周长。

And he has this goal of walking 50,000,000 steps in his forties, which he said is the circumference of the earth.

Speaker 1

显然帕林自己就深谙此道——懂得在工作世界中找到某种开阔感的重要性。

And so Perrin is clearly understanding this himself, the importance of somehow finding spaciousness within the world of work.

Speaker 1

是这样的,你看

It's not it's it's look.

Speaker 1

我们很多人都是雄心勃勃、充满干劲的,想在人生中成就一番事业

We're a lot of us are ambitious driven people, and we wanna do a lot in our lives.

Speaker 1

所以我们并非想要退出竞争,而是需要在生活中注入更多从容的空间

So it's not like we're looking to opt out, but we need to inject more spaciousness our lives.

Speaker 1

我对劳拉·格里茨这类人特别感兴趣,比如我在书中'高效能习惯'章节写到的她——一位极其成功、聪慧且充满干劲的投资人,出色的基金经理,在分析研究上极为严谨,却把投资挑战视为更像自由诗体(用她的话说),而非刻板的散文

And I'm very intrigued by people like Laura Gerrits, for example, who I wrote about in the high performance habits chapter of my book, who is very successful, very smart, very driven investor, a very good fund manager, who's extremely rigorous in her analysis and her research, but who regards the investment challenge as more like more like freestyle verse, as she puts it, you know, free verse rather than just stilted prose.

Speaker 1

她将这种思维方式也应用到了自己的生活方式中

And she applies this mindset to the way she lives her life.

Speaker 1

比如每周五她都会安排这种自由随性的日子,常常带着日记本和书坐在溪边,纯粹地阅读、思考、整理思绪

So on Fridays, she'll have these very free form days where she'll often go sit by a stream with a journal and a book, and she'll just read and think and gather her thoughts.

Speaker 1

这是一种非常理性且平和的投资方式

And so it's a very cerebral, very peaceful way of approaching the investment game.

Speaker 1

但与此同时,她也会进行大量环球旅行,走访世界各地无数企业

But at the same time, she travels a tremendous amount and and goes to visit enormous numbers of companies around the world.

Speaker 1

所以她工作强度很大也很努力,但同时又保持着一种开放自由、不那么刻板的姿态。

So she's working really intensely and really hard, but there is this sense of openness and freedom that's that's less rigid.

Speaker 2

我们先稍事休息,听听今天赞助商的消息。

Let's take a quick break and hear from today's sponsors.

Speaker 2

想象一下用真正懂你客户的技术来扩展业务。

Imagine scaling your business with technology that understands your customers, literally.

Speaker 2

这就是Alexa和AWS人工智能背后的故事。

That's the story behind Alexa and AWS AI.

Speaker 2

Alexa每天处理超过10亿次交互,涵盖17种语言,同时将客户摩擦减少40%。

Every day, Alexa processes over 1,000,000,000 interactions across 17 languages, all while reducing customer friction by 40%.

Speaker 2

这不仅仅是让生活更便利,更是要转变客户互动方式并创造新的收入来源。

It's not just about making life easier, it's also about transforming customer engagement and generating new revenue streams.

Speaker 2

幕后由AWS人工智能驱动着70多个专业模型协同工作,打造自然对话,展示了企业如何安全可靠地大规模部署AI。

Behind the scenes, AWS AI powers more than 70 specialized models working together to create natural conversations, proving how enterprises can deploy AI at scale with confidence and security.

Speaker 2

Alexa的AI能力在亚马逊庞大业务中经过实战检验,实现了可量化的大规模影响。

Alexa's AI capabilities were battle tested across Amazon's massive operations, delivering real measurable impact at scale.

Speaker 2

这些相同的创新如今为其他企业提供了一个经过验证的框架,可提升效率、开辟新收入来源并获得持久的市场优势。

These same innovations now give other businesses a proven framework to boost efficiency, unlock new revenue streams and gain a lasting market edge.

Speaker 2

了解Alexa的故事,请访问aws.comai/rstory。

Discover the Alexa story at aws.comai/rstory.

Speaker 2

网址是aws.com/ai/rstory。

That's aws.com/ai/rstory.

Speaker 2

小时候,我们总梦想成为任何人——宇航员、总统或是王子。

When we were young, we used to dream of being anything, an astronaut, the president, a prince.

Speaker 2

但随着年龄增长,梦想会改变,从统治世界转向如何将技能与想法转化为现实。

But as you get older, your dreams change, focusing less on running the world and more on how you can take your skills and ideas and turn them into something real.

Speaker 2

不再幻想遨游太空或拥有城堡,你开始梦想经营自己的事业。

Instead of dreaming of going to space or owning your own castle, maybe you start dreaming of owning your own business.

Speaker 2

你需要网站、支付系统、品牌标识以及吸引新客户的营销手段。

You'll need a website, a payment system, a logo, and a way to advertise to new customers.

Speaker 2

这一切可能令人手足无措,但幸运的是,今天的赞助商Shopify能为你解忧。

It can all be overwhelming and confusing, but thankfully that is where today's sponsor Shopify comes in.

Speaker 2

Shopify是全球数百万企业的商业平台,支撑着美国10%的电子商务交易。

Shopify is the commerce platform behind millions of businesses all around the world and 10% of all e commerce in The US.

Speaker 2

从美泰、Gymshark这样的家喻户晓品牌,到像我这样刚起步的品牌都在使用。

From household names like Mattel and Gymshark to brands like mine that are still getting started.

Speaker 2

与Shopify合作就像拥有一位商业专家在身边,提供世界级的专业支持。

Working with Shopify is like having a commerce expert at your side with world class expertise.

Speaker 2

让Shopify助你将宏大的商业构想变为现实。

Turn your big business idea into reality with Shopify on your side.

Speaker 2

立即注册享受每月1美元的试用优惠,今天就开始销售吧:shopify.com/wsb。

Sign up for your $1 per month trial and start selling today at shopify.com/wsb.

Speaker 2

网址是shopify.com/wsb。

That's shopify.com/wsb.

Speaker 2

初创企业的节奏很快。

Startups move fast.

Speaker 2

借助人工智能,他们能更快推出产品,更早吸引企业级买家。

And with AI, they're shipping even faster and attracting enterprise buyers sooner.

Speaker 2

但大交易会带来更大的安全和合规要求。

But big deals bring even bigger security and compliance requirements.

Speaker 2

SOC2认证有时并不足够。

A SOC two isn't always enough.

Speaker 2

合适的安全措施能促成交易,也能毁掉交易。

The right kind of security can make a deal or break it.

Speaker 2

但哪位创始人或工程师能抽离宝贵时间,不去专注公司建设呢?

But what founder or engineer can afford to take time away from building their company?

Speaker 2

Vanta的人工智能和自动化技术让大交易准备在数日内轻松完成。

Vanta's AI and automation make it easy to get big deals ready in days.

Speaker 2

Vanta持续监控您的合规状态,确保未来交易永不受阻。

And Vanta continuously monitors your compliance so future deals are never blocked.

Speaker 2

此外Vanta随您业务扩展,全程提供及时的支持保障。

Plus Vanta scales with you, backed by support that's there when you need it every step of the way.

Speaker 2

面对AI不断改变的法规和买家预期,Vanta精准掌握需求节点,并为您打造了最快速便捷的达标路径。

With AI changing regulations and buyers' expectations, Vanta knows what's needed and when, and they've built the fastest, easiest path to help you get there.

Speaker 2

这就是为什么严肃的初创企业早早选择Vanta来确保安全。

That's why serious startups get secure early with Vanta.

Speaker 2

我们的听众可以在vanta.com/billionaires获得1000美元优惠。

Our listeners get $1,000 off at vanta.com/billionaires.

Speaker 2

访问vanta.com/billionaires即可享受1000美元折扣。

That's vanta.com/billionaires for $1,000 off.

Speaker 2

好的。

All right.

Speaker 2

回到节目。

Back to the show.

Speaker 1

前几天我突然想到。

And it struck me the other day.

Speaker 1

我最近花了很多时间与一位出色的对冲基金经理相处。

I I I spent a bunch of time recently with a terrific hedge fund manager.

Speaker 1

他是位非常成功的对冲基金经理,行事低调不张扬。

He's very successful hedge fund manager who kind of flies below the radar.

Speaker 1

所以我从未正式采访过他。

So I've never formally interviewed him at all.

Speaker 1

他过去确实拒绝过我的正式采访请求,但我们后来成了朋友。

He's actually turned me down in the past for a formal interview, but we've become friends.

Speaker 1

前几天我们聊到他的冥想习惯时,他说这些年来他可能已经冥想了两万个小时。

And we were talking the other day about his meditation habit, and he was saying that he's probably meditated for twenty thousand hours over the years.

Speaker 1

他谈到这是多么巨大的优势,帮助他管理着这家拥有数十亿美元资产管理规模的大公司,因为他说如果不冥想,他可能只能管理一个三人的小公司。

And he was talking about what a tremendous advantage that's been, that it's helped him to run this big company with billions dollars under in assets under management because he said he would have been able to run a company maybe with three people if he hadn't meditated.

Speaker 1

但要经营一家更大的公司并真正保持专注,冥想是无价之宝。

But to run a a bigger company and to be really present, the meditation has been invaluable.

Speaker 1

当你在他身边时就能感受到这点。

And you feel that when you're in his presence.

Speaker 1

他的举止中有一种开放性,一种从容感,以及谈话时那种专注的特质——在投资行业这样忙碌、紧张、竞争激烈的领域里,这种特质非常罕见。

Like, there's a there's an openness to his manner, a spaciousness to his manner, and a centered quality to the way he is in a in a conversation that I could see as a very rare and unusual characteristic in in a busy, intense, hugely competitive business like the investment business.

Speaker 1

所以对我来说,当我看到这样的人——他们既能在常规职场中非常成功高效,又能保持从容淡定时,我就会想:这就是榜样。

So I think part of it for me is that when I see people like that who are able somehow to be very successful, very productive in the regular work world, and yet have a sense of spaciousness and calm, I think, okay.

Speaker 1

我得逆向解析他们的做法。

I've I've gotta reverse engineer what they're doing.

Speaker 1

所以和他共处时光是我更加投入冥想的原因之一——虽然我一直坚持冥想练习,但有时会更严格或更热情。

And so just spending time with him was one of the reasons why I've sort of I I mean, I'm always committed to my meditation practice, but but there are times where I'm more rigorous about it or at least more excited about it than other times.

Speaker 1

最近几天我发现自己对冥想更有热情和目标性,因为我明白了为什么要这么做。

And I found just in the last few days, I was much more excited and more purposeful about meditation because I can see why I want to do it.

Speaker 1

同样地,当我与丹尼尔·戈尔曼相处时——我在播客中采访过他三次,他坚持冥想五十年并写了《改变的特质》这本书,讲述冥想如何重塑大脑——也有类似感受。

And likewise, I I think when I spent time with Dan Goleman, who I've interviewed on the podcast maybe three times, who's been meditating for fifty years and and wrote this book, altered traits, about how meditation actually rewires you, rewires your brain.

Speaker 1

当我与他共处时,这也让我更加确信,这是一种极其重要的修行。

When I spent time with him, it also confirms for me, like, this is a hugely important practice.

Speaker 1

他作为非虚构作家、教练、心理学家以及在所有这些领域都如此成功,同时还是一个真正美好的人,可以看出他的存在感、开放性和快乐都是建立在冥想练习基础上的,这种练习让他能够保持非常开阔的心境。

And to be as successful as he's been as a nonfiction writer and a coach and a psychologist and all of these things, but also as a really wonderful human being, can see that that's built, that his presence and his openness and his joyfulness is built on this practice of meditation that allows him to be very spacious.

Speaker 1

所以我认为,在这个充斥着海量输入的世界里,面对各种信息的狂轰滥炸——要应对层出不穷的电子设备,要应付各种屏幕,还要处理那种想要用刷信息、做事情填满生活每个空隙的强迫冲动——我们更需要学会保持思考,更清醒地为生活留白。

So I think for all of us in in this world of just massive inputs, you know, this kind of cascade, this barrage of inputs, trying to figure out what to do with the gadgets, trying to figure out what to do with the screens, trying to figure out what to do about this compulsive desire to fill every space in our lives with checking something, doing something, and instead to be more thoughtful, more mindful about how to keep some of that space open.

Speaker 1

我觉得这一点正变得愈发重要。

I think that becomes increasingly important.

Speaker 1

而那些对此深思熟虑的人将获得巨大优势。

And the people who are thoughtful about it will have a tremendous advantage.

Speaker 1

我觉得很有意思的是,当人们越来越担心AI在许多白领工作中取代人类时,这些人性技能、这些深刻的人性特质反而变得更加重要。

And it's interesting to me that as people worry more and more about things like AI replacing humans in a lot of white collar jobs, these human skills, these deeply human skills and qualities become more important.

Speaker 1

因此,像直觉、能够以真正开放和富有同情心的态度倾听他人、真正在场的能力这些人性品质变得尤为重要,因为这些特质我认为很难被复制。

And so things like intuition, things like being able to listen with real openness and real compassion, real presence to people, those human qualities become really more important because those are quite hard to replicate, I think.

Speaker 1

这里有个相关问题,我想可以整合进来,来自一位叫贾斯汀·米勒的听众,他是普尔特集团(Pulte Group,拼写为p-u-l-t-e,但我不确定发音是否正确)的流程改进经理。

And there's a there's a related question, which I think I can fold into this from a listener called Justin Miller, who's a process improvement manager for I think it's pronounced the Pulte Group, but I p u l t e, but I may be mispronouncing that.

Speaker 1

如有误读,我在此致歉。

If so, I'm sorry.

Speaker 1

贾斯汀通过LinkedIn非常慷慨地留言说:

And Justin wrote very generously over LinkedIn.

Speaker 1

他表示:‘你在《更富有、更智慧、更快乐》播客中的访谈感觉如此亲密、深刻且充满人性。’

He said, your interviews on the richer, wiser, happier podcast feel so intimate, insightful, and deeply human.

Speaker 1

他问:‘当你准备与像莫尼什·帕伯莱或霍华德·马克斯这样复杂而杰出的人物对话时,你的实际准备过程是怎样的?’

When you're preparing to sit down with someone as complex and accomplished as Monish Pabrai or Howard Marx, what does your preparation process actually look like?

Speaker 1

你如何平衡研究与直觉,使对话既显得信息丰富又充满真实的活力?

How do you balance research with intuition so the conversation feels both deeply informed and genuinely alive?

Speaker 1

首先,非常感谢贾斯汀这些非常友善的评价。

First of all, thanks so much, Justin, for those very kind comments.

Speaker 1

我认为这与之前提到的深度临在感密切相关——对我来说,采访准备的一部分(这也适用于任何会议,尤其是与CEO的访谈,当你以分析师身份采访他们时),就是在时间压力下尽可能痴迷且不懈地做准备,但我往往控制不住自己。

I think this very much relates to what I was saying before about deep presence that for me for me, part of the preparation for an interview, and I think this relates to any meeting and certainly to meetings with CEOs where you're interviewing them as an as an analyst say, Part of what I'm doing is I'm obsessively and relentlessly preparing as much as I can given the pressures on my time, but I I tend not to be able to help myself.

Speaker 1

我就是会非常投入地为采访做准备。

I just sort of work really intensely on preparing for interviews.

Speaker 1

所以我会尽可能广泛地查阅资料。

So I do as broad research as I can.

Speaker 1

阅读大量相关文章。

I read as many articles.

Speaker 1

回顾之前对他们的采访记录(如果之前采访过的话)。

I go through my old interviews with the person if I've interviewed them before.

Speaker 1

收听他们参与过的其他播客节目,并寻找那些可能大多数人不会关注、但却让我感到好奇的点。

I listen to other podcasts that they've done, and I'm looking for I'm looking for things that probably most people aren't looking for that are curious to me.

Speaker 1

比如,在我采访比尔·奈格伦之前,我就对他非常感兴趣。

Like like, before I interviewed Bill Nygren, for example, I was very intrigued.

Speaker 1

我知道他通常会以相同方式回答某些问题,所以我特别想打破这种模式。

I I knew that he he answers certain questions the same way usually, and so I was really trying to get away from that.

Speaker 1

于是我开始寻找谈论他童年或青年经历的方式,试图通过这些线索来了解他的本质。

And so I was looking for for ways of talking about his childhood experiences or his youthful experiences that that would sort of be some kind of key to unlock who he was.

Speaker 1

因此需要做深入的准备。

And so there's deep preparation.

Speaker 1

需要做非常充分的准备。

There's intense preparation.

Speaker 1

但在完成这些准备后,就要学会适当放手。

But then having done that preparation, there's a kind of letting go.

Speaker 1

通常我会带着大约8页的问题清单去采访,这些问题是当天早上或前一晚从16页内容精简而来的。

So I'll go into the interview typically with about eight pages of questions that I've whittled down that morning or the night before from about 16 pages.

Speaker 1

整个过程就像是先进行广泛收集,然后进行综合提炼,接着再进行更深层次的综合与提炼。

So there's a sort of there's an initial process of of great breadth, then there's a synthesis and a distillation, and then there's a sort of further synthesis and distillation.

Speaker 1

在采访过程中,我大概能记住七八页的问题,这样我对采访方向会有些把握。

And I can just about manage to get my head around seven or eight pages of questions during an interview so I sort of have a sense of where I'm going.

Speaker 1

但当你把所有问题都整理在Word文档里,并对采访走向有了大致概念后——采访总是有个脉络的。

But then having having got all that on you know, in a Microsoft Word document and having a general sense of where the interview is going, there's always a kind of arc.

Speaker 1

采访会有某种主题结构,有时还会带有时间顺序结构。

There's a sort of thematic structure and sometimes some sort of chronological structure as well to the interview.

Speaker 1

然后我必须保持清醒,在实际采访中随时准备彻底改变方向。

Then I have to have the presence of mind actually to change direction totally once I'm actually in the interview.

Speaker 1

这就回到了如何培养在任何对话中都能深度专注的能力这个问题。

And so this gets back to the question of how are you going to develop this ability to be deeply present in any conversation?

Speaker 1

我认为倾听的艺术确实会通过冥想这类练习得到提升,因为这样你脑海中的杂音可能会少一些。

And I think the art of listening, it's definitely it's definitely helped by things like meditation because you're there's maybe there's a little less noise in your head.

Speaker 1

同时,深厚的好奇心也能提升倾听能力。

It's also just helped by deep curiosity.

Speaker 1

我的意思是,我真的对正在倾听的对象充满兴趣。

I mean, I I'm just really interested in the people I'm listening to.

Speaker 1

在采访中,当我完全沉浸于话题时,会有一种流畅感。

And there's a sense of flow when I'm in an interview where I'm so engaged in the topic.

Speaker 1

我正全神贯注地倾听。

I'm listening so intensely.

Speaker 1

但采访过程很奇妙,因为我大脑的一部分始终在浏览问题清单,思考接下来要问什么。

But it's a strange process being in an interview because there's a part of my brain that's always looking at the questions and thinking about where I'm going next.

Speaker 1

与此同时,我又能保持临在状态,倾听他们的回答,预判他们话锋的落点,并随时准备接续任何方向的话题。

And simultaneously, I'm present and listening to them as they're answering and figuring out where they're going to end and how I can follow that in any direction.

Speaker 1

所以在他们快说完时,我大概有四五个不同的方向可以选择跟进

So I might have about four or five different directions that I can go in as they approach the end of what they're saying so that I know how to follow-up.

Speaker 1

某种程度上,我就像平静地栖息在当下时刻,等待观察'哦,这个是我要跟进的方向'

And so in a way, it's like I'm perched there very calmly in that present moment waiting to see, oh, this is the direction I've gotta go.

Speaker 1

哦,不

Oh, no.

Speaker 1

我要往这个方向深入

I'm gonna go in this direction.

Speaker 1

因此要对自己的直觉和快速转变方向的能力有深刻信任。

And so there's a deep trust in your own intuition and your ability just to just to shift direction.

Speaker 1

我确实认为这与分析师和基金经理采访CEO的情况非常相关,因为几个月前我和一位朋友吃午饭时讨论过这个话题,当时我正在准备一场关于采访艺术的演讲。

And I I do think this very much relates to analysts and fund managers interviewing CEOs because I had this conversation with a friend of mine a few months ago over lunch because I was I was preparing to give a speech on the art of interviewing.

Speaker 1

所以我向这位朋友请教他采访CEO的见解。

And and so I was asking my friend for insights about how he interviews CEOs.

Speaker 1

他谈到采访一位著名CEO时,对方告诉他'小团队里有魔法'。

And he talked about interviewing a famous CEO who said to him, there's magic in small teams.

Speaker 1

我朋友说他笔记本上已经列了很多问题要问,结果还是按部就班继续了。

My friend said he had so many questions to ask that were already on his in his notepad that he just moved on.

Speaker 1

他说当这么有名气的人告诉你'小团队里有魔法'时,你就该放下所有预设跟着他的思路走。

And he said, when a guy as famous as this tells you there's magic in small teams, he's like, you drop everything and you just go with him in the conversation.

Speaker 1

他对自己当时没能保持这种临场应变能力感到非常懊恼,这件事彻底改变了他之后采访CEO的方式。

And he was really frustrated with himself that he didn't have the presence of mind in that moment to do that, and it it changed the way he would approach interviews with CEOs afterwards.

Speaker 1

他现在会确保既要充分准备,又愿意随时放下准备跟着对方的思路走。

Like, he he really made sure to be, yes, very well prepared, but also willing to drop his preparation and go with that person in any direction.

Speaker 1

我认为在这方面对我很有帮助的一件事,就是倾听那些真正擅长此道的人。

And I think one thing that's been helpful for me on this front is just listening to people who are really, really great at this.

Speaker 1

所以我在所有我试图精通的领域都会这么做。

And and so I just do this with with every everything I'm trying to be good at.

Speaker 1

这种我书中与莫尼什提到的'克隆'习惯——研究那些真正擅长某事的人并逆向解析他们的方法。

This habit of cloning that I write about in the book with Monish, where you're studying people who are really good at something and you reverse engineer it.

Speaker 1

因此我经常痴迷地收听特里·格罗斯的节目,她主持NPR的《新鲜空气》节目已有数十年,是一位出色的采访者。

And so one of the people I listen to pretty obsessively is Terry Gross, who's hosted this show Fresh Air on NPR for many decades and is a wonderful interviewer.

Speaker 1

所以我非常定期地收听她的播客。

And so I listen to her podcast very, very regularly.

Speaker 1

有些时刻,显然她准备非常充分,而且我猜她有一个制作团队协助她。

And there are moments where I mean, obviously, she's very well prepared, and she has a team that I assume helps her producers and the like.

Speaker 1

但她如此镇定、专注且放松——毕竟她从事这行数十年且极为擅长——有时受访者会说些出人意料的话,她就会顺势而为。

But she's so calm and so present and so relaxed having done this for many decades and just being great at it, that sometimes a person will say something surprising in an interview, and she just goes with them.

Speaker 1

她总是这样顺势而为。

She always goes with them.

Speaker 1

有时候我会发现自己:

And there are moments where I literally find myself saying out loud, nice question, Terry, because I see it sort of like just noticing someone who's a grandmaster in your profession and realizing, ah, she nailed that.

Speaker 1

所以这个问题,关于如何在快节奏的世界中培养专注与从容,我认为非常重要。

So this question, I think, of of how you develop presence and spaciousness in a really speedy world is an important one.

Speaker 1

对我真正有帮助的其实是索克大师的教导,我曾和丹·戈尔曼一起在播客中采访过他。

And one of the things that's been helpful to me actually are the teachings of Sok who I had on the podcast with Dan Gollman.

Speaker 1

他是一位伟大的藏传佛教冥想大师,他们合著了一本名为《我们为何冥想》的书,虽然书名并不出彩。

He's a great Tibetan Buddhist meditation master, and they wrote a book together called Why We Meditate, which isn't the best title.

Speaker 1

这个书名并不能很好地反映这本书的内容,它其实是本非常棒的书。

It doesn't really reflect the book that much, which is a very good book.

Speaker 1

但我认为索克尼非常擅长教会人们如何安定身体,从而降低能量,让你能够脚踏实地、保持专注。

But I think, Sokhani is extremely good at figuring out how to settle the body so that you bring your energy down so that you're grounded and so you can be present.

Speaker 1

比如有各种不同的呼吸方式,你可以通过特定的呼吸让能量停留在肚脐下方之类的技巧。

And so there are these different types of breathing, for example, like, where you can you can breathe so that the energy is kind of below your belly button, things like that.

Speaker 1

我也不知道。

And I don't know.

Speaker 1

这些东西听起来可能有点玄乎,甚至可能让人觉得我走火入魔了,但前几天阿诺德·范登伯格给我发了一份很长的文档,全是关于呼吸的——他收集了大量关于如何呼吸的信息资料。

This this stuff can sound pretty satiric, and it might sound like I'm going off to the deep end, but Arnold Van den Berg sent me a very long document a few days ago all about breathing that he he's assembled an enormous amount of information on how to breathe.

Speaker 1

因此,通过呼吸练习、冥想、太极、瑜伽等各种技巧,让你在这个浮躁不安、难以专注的时刻保持沉稳、集中和开放——这种能力极其宝贵,而且我相信会越来越有价值。

And so this ability through different techniques like breathing exercises, meditation, tai chi, yoga, whatever it might be, that enable you to be grounded, centered, and open at a time that's anything but grounded and anything but centered, anything but focused, that that is hugely, hugely valuable, and I believe will become increasingly valuable.

Speaker 1

下一个问题来自听众泰勒,出于尊重我就不透露他的姓氏了。

The next question comes from a listener named Tyler, whose second name I'll withhold just to add respect.

Speaker 1

我不知道他是否愿意我公开他的身份。

I don't know whether he wants me to share his identity or not.

Speaker 1

他写道:'嗨,威廉。

And he writes, hi, William.

Speaker 1

我是你的书《更富有、更智慧、更幸福》和播客的忠实粉丝。

I'm a huge fan of your book, Richer, Wiser, Happier, and your podcast.

Speaker 1

你的提问、嘉宾和对生活的见解都让我受益匪浅。

Your questions, guests, and views on life have really influenced me for the better.

Speaker 1

我尽力在风暴中保持冥想和平静,所以感谢你做的一切。'

I try my best to meditate and stay calm through the storm, so thank you for everything you do.

Speaker 1

我有个问题想请教你。

I have one question for you.

Speaker 1

我知道你曾谈及这个话题,但我想知道你是否能给我或面临类似处境的人一些建议。

I know you've spoken about this, but I wonder if you have any advice for me or anyone else who might be going through something similar.

Speaker 1

我是一名视频剪辑师,目前在洛杉矶从事无剧本电视节目制作。

I'm a video editor who currently works in unscripted TV in Los Angeles.

Speaker 1

你可能有所不知,好莱坞影视产业正在崩塌,许多人已经失业数月甚至数年。

You may or may not know, but the Hollywood industry is crumbling, and many people have been out of work for months or even years.

Speaker 1

大家都说我工作做得不错,但我发现找工作越来越难了。

People say I'm good at the job, but I'm finding it harder and harder to find work.

Speaker 1

雪上加霜的是,我刚刚当上爸爸。

On top of that, I'm a new dad.

Speaker 1

我和妻子迎来了我们的第一个孩子。

My wife and I had our first child.

Speaker 1

如果你想看看她,我很乐意给你发张照片。

If you want to see her, I would gladly send you a pic.

Speaker 1

因此我开始感到极度焦虑、担忧,甚至可能害怕在行业变革期间如何养家糊口。

So I'm starting to get extremely anxious, worried, and possibly scared about providing for my family during industry change.

Speaker 1

我知道你在《时代》杂志失业、出版业衰退且从未真正复苏时也经历过类似困境,但你成功调整并写出了最棒的作品。

I know you went through something similar when you lost your job at Time Magazine and publishing went down and never really recovered, but you adjusted and were able to write some of your best work.

Speaker 1

所以我有三个问题想请教你。

So I have three questions for you.

Speaker 1

第一,你当时是否和我现在有相似的情绪?

One, did you have similar emotions to me that I'm having right now?

Speaker 1

你是如何控制这些情绪的?

What did you do to keep your emotions in check?

Speaker 1

第二,当你所处的行业衰退或变革时,你会建议坚持还是转型?

Two, would you suggest perseverance or pivoting when the industry you work in declines or changes?

Speaker 1

我热爱我的工作。

I love the work I do.

Speaker 1

这是我唯一从事过的工作。

It's the only work I've done.

Speaker 1

但在某些方面,由于组建了新家庭,我也能看到自己从事完全不同工作的可能性。

But in some ways, because of the new family, I could see myself doing something else too that's completely different.

Speaker 1

第三,当你为《时代》杂志工作时,你的家人对这种变化有何反应?

Three, how did your family react to the change when you were working for time?

Speaker 1

他们也很担心吗?

Were they worried as well?

Speaker 1

请告诉我。

Please let me know.

Speaker 1

谢谢。

Thank you.

Speaker 1

这是个很棒的问题。

This is a wonderful question.

Speaker 1

几周前泰勒也问过我这个问题,我确实思考了很多,觉得光是这个问题就值得做一期播客,因为它太重要了。

And I I got this question a couple of weeks ago from Tyler, and and I I started thinking about it really a lot and thought this alone was a reason to do this podcast episode because it's such important questions.

Speaker 1

回到2008年雷曼兄弟倒闭时,新闻界同时遭受重创,部分原因是互联网兴起,部分是因为广告业务转向了线上。

And so, yeah, back in 2008, the 2008 when Lehman Brothers went under, the journalism world was getting pummeled at the same time, partly because of the Internet, partly because advertising had fallen off as business moved towards the Internet.

Speaker 1

而且,你知道,我工作的时代公司还与美国在线进行了这场灾难性的合并,摧毁了巨大的价值。

And, you know, Time Inc, where I worked, had also done this catastrophic merger with AOL that had destroyed enormous amounts of value.

Speaker 1

由于各种原因,加上我负责编辑《时代》杂志欧洲、中东和非洲版,薪资极高。

And so for various reasons and because I was extremely expensive because I was editing the the European, Middle East, and African edition of Time.

Speaker 1

所以当公司陷入困境时,出于种种原因,我被解雇了。

So for various reasons, as the company was sort of in trouble, I got laid off.

Speaker 1

这对我打击很大,因为我觉得自己工作非常出色,而且付出了难以置信的努力。

And it was it was very shocking for me because I felt like I was very good at my job, and I had worked ridiculously hard.

Speaker 1

我确实对工作非常痴迷,我热爱这份工作——编辑、与才华横溢的作家、摄影师和设计师合作,我们拥有这样一支不可思议的团队,我全身心投入其中。

And I I was really obsessed with the work, and I kinda I kinda loved the work, the editing, working with amazing writers and amazing photographers and designers, and we had this incredible team, and I was deeply committed to it.

Speaker 1

从某些方面来说,这是一份令人极度满足且有趣的工作。

And it was, in some ways, you know, just a hugely satisfying, interesting job.

Speaker 1

你会去采访总统和总理,几乎能让任何人为你撰稿。

You would go off and you'd interview presidents and prime ministers, and you could get almost anyone to write for you.

Speaker 1

那是一段非常美妙的时光。

It was it was an amazing time.

Speaker 1

于是在2008年9月、10月左右金融危机最严重时被解雇,这份工作曾是我身份认同的重要部分。

And so then when I got laid off right in the middle of the financial crisis, probably around September, October 2008, it was a huge part of my identity.

Speaker 1

但同时也充满巨大不确定性——我住在伦敦贝尔格莱维亚区的漂亮房子里,这房子主要由时代公司支付,他们还送我的孩子上私立学校。

But But there was also a great deal of uncertainty because I was living in a beautiful home in Belgravia in London that was largely paid for by time, and they sent my kids to private school.

Speaker 1

我在海外生活了很久,之前在香港待了五年,负责过一段时间《时代》亚洲版编辑工作,更早之前是副主编。

And I'd been living abroad for quite a long time because previously, I'd been in Hong Kong for five years editing the Asian edition of Time for for a while and before that being the deputy editor.

Speaker 1

所以我已多年没在美国生活,根本不知道该住在哪里。

So I hadn't been in America for many years, and so I didn't really know where I should live.

Speaker 1

我的孩子还在上学,我完全不知道该怎么办。

I had young kids who were in school, and I didn't really know what to do.

Speaker 1

我不想因为强行把他们从昂贵的私立学校拽出来而毁掉他们的生活。

And I didn't wanna mess up their lives by yanking them out of their expensive private schools and stuff.

Speaker 1

当时整个行业都在崩塌,而我却非常擅长这个领域。

And so my industry was sort of collapsing, and I I was really good at it.

Speaker 1

就像在说:等等,我擅长的事情现在该怎么办?

And it was like, but wait, the thing I'm good at, what what am I supposed to do?

Speaker 1

这已经不需要了,或者说我不被需要了,因为我太贵了。

It's just not needed or I'm not needed because I'm too expensive.

Speaker 1

我当时还年轻,至少回想起来感觉那时很年轻。

And I was young, or at least it feels like I was young in retrospect.

Speaker 1

我想我当时40岁。

I think I was 40.

Speaker 1

所以现在我56岁。

So now I'm 56.

Speaker 1

是的,那确实非常痛苦。

So, yeah, so it was very painful.

Speaker 1

所以泰勒,我想说的第一件事就是,我确实能体会你的痛苦。

So the first thing I would say, Tyler, is, yeah, I I feel your pain.

Speaker 1

我的意思是,那段时期确实非常艰难。

I mean, it was it was very difficult.

Speaker 1

我还记得当时老板打电话通知我被解雇的情景。

And I remember calling home my boss at the time called to tell me that I was being laid off.

Speaker 1

我打电话回家时,我儿子亨利在伦敦家中的客厅里直接吐得到处都是。

And I I called home, and my son Henry literally projectile vomited in the living room of our home in London.

Speaker 1

所以当时情况非常紧张。

And so it was very intense.

Speaker 1

而且你知道,我们是个关系非常亲密的家庭,无话不谈。

And, you know, we were a very close family, and we talked about everything.

Speaker 1

我们从不隐瞒任何事情。

We didn't hide stuff.

Speaker 1

所以那种感觉很难受,某种程度上觉得我的失误——我的失败可能会对家庭造成巨大影响。

And so it was painful to sort of feel that, you know, my screw up in some way, you know, my failure was gonna have this terrific effect potentially on my family.

Speaker 1

所以我认为你面对的部分问题就是——这真是我的过错吗?

And so I think part of what you deal with and, you know, was it my screw up?

Speaker 1

我的意思是,我也不确定。

I mean, I I don't know.

Speaker 1

是啊。

Yeah.

Speaker 1

我本可以更巴结上司,更懂些职场政治。

Definitely could have sucked up more to bosses and, like, and been more political.

Speaker 1

我向来不擅长这些事。

I was never very good at that stuff.

Speaker 1

但我觉得自己只是被更大的浪潮卷走了,就像现在很多人因AI和其他技术变革冲击职场一样。

But I don't think I you know, I I think I just got swept up in a bigger wave as I think is happening now with a lot of people with AI and various other technological changes that are hitting the workplace.

Speaker 1

所以首先,那种羞耻感、挫败感、尴尬和屈辱感都是完全可以理解的。

And so I think the first thing is that sense of shame and that sense of failure and that sense of embarrassment and sort of humiliation, that's really understandable.

Speaker 1

首先,泰勒,我真的很抱歉你和其他人正在经历这些。

And first of all, I'm I'm really sorry, Tyler, that you're going through this and other people are going through it.

Speaker 1

这很痛苦。

It's painful.

Speaker 1

真的非常痛苦。

It's really painful.

Speaker 1

我认为部分问题在于我们的身份与工作绑定太深,尤其当你充满干劲、能力出众又非常努力时。

I think part of the issue is that our identities are so wrapped up in our work, especially if you're driven and you're good at what you do and you work really hard.

Speaker 1

很难不把自我认同与工作绑定在一起。

It's very difficult not to identify yourself with the job.

Speaker 1

我记得做过一期相关的播客节目。

And so I remember doing an episode of the podcast.

Speaker 1

我试着回忆一下。

I I try to remember.

Speaker 1

对。

Yeah.

Speaker 1

是和布拉德·斯塔尔伯格一起做的,他写了《变革大师》这本书。

It was with Brad Stahlberg who wrote this book, Master of Change.

Speaker 1

这是本有趣的书,我们当时进行了很有启发的讨论。

It's an interesting book, and and we had a very interesting discussion.

Speaker 1

布拉德的部分观点是,你需要分散你的身份认同感。

Part of what Brad says is that you need to diversify your sense of identity.

Speaker 1

某种程度上我们需要建立多重身份认同。

So we kinda need multiple identities in a way.

Speaker 1

你知道吗?

You know?

Speaker 1

就像你是个父亲。

It's like you're a father.

Speaker 1

你是个丈夫。

You're a you're a husband.

Speaker 1

你知道的,你还有精神生活。

You're you know, you have your spiritual life.

Speaker 1

你有你的社交生活。

You have your social life.

Speaker 1

你有你的工作。

You have your work.

Speaker 1

你有慈善事业,无论是什么,你的运动,你的兴趣爱好。

You have philanthropy, whatever it is, your your sports, your interest.

Speaker 1

所以我认为对我来说困难的部分在于,我曾如此固守于单一身份。

And so I think part of what was difficult for me was I was so locked into one identity.

Speaker 1

所以我认为布拉德说得对,仅仅把自己看作工作角色是非常局限的。

So I I think I think Brad is right that it's very helpful to not just see yourself as as your job.

Speaker 1

他会谈到房子里需要存在并精心布置的不同房间。

He would talk about, you know, different rooms in the house that need to need to exist and be decorated as well.

Speaker 1

所以我认为这也是其中一部分原因。

So I think that's that's part of it.

Speaker 1

部分原因在于保持自我悲悯,正视自己正在经历这些事实并坦然接受。

Part of it is having self compassion and looking at the fact that you go through this and being like, yeah.

Speaker 1

要知道,我们都会经历苦难,这历来如此。

You know, we suffer, and this was always the case.

Speaker 1

创造性破坏始终存在,各个行业总会经历这类变革。

This there's always been creative destruction, and industries have always gone through this sort of change.

Speaker 1

我推荐克里斯汀·内夫博士与人合著的《自我悲悯练习手册》,她是德州大学的研究员。

So I you know, there's a very good book called the self compassion workbook that Kristin Neff, a researcher at University of Texas, co wrote.

Speaker 1

据我理解,自我悲悯的部分意义在于认识到他人也在经历同样困境。

And part of self compassion, as I understand it, is recognizing that other people go through the same thing.

Speaker 1

你知道吗?

You know?

Speaker 1

所以其中一部分是要有自我觉察,看清你正在经历什么,以及它如何在身体和其他方面表现出来。

So part of it is the self awareness to see what you're going through and to see how it expresses itself in the body and other ways.

Speaker 1

仅仅是认识到这一点,其中就包括自我关怀之类的事情,比如她会谈到抚摸你的手臂、抚摸你的脸这类动作,就像在安慰自己。

And just recognizing it, part of it is things like, you know, self care, like she would talk about sort of, you know, stroking your arms, stroking your face, you know, things like that, like comforting yourself.

Speaker 1

因此既要承认自己的痛苦,也要看到他人的痛苦并意识到:是的,这就是人类的处境。

And so sort of recognizing or acknowledging your suffering, but also looking at other people's suffering and being like, yeah, this is the human condition.

Speaker 1

这种情况会发生。

This happens.

Speaker 1

其他人也会遇到这种事。

It happens to other people.

Speaker 1

我认为我部分感到屈辱的原因是,看到那些我认为工作能力未必比我强的人保住了工作且过得不错,这似乎有些不公平。

And I think part of my sense of humiliation was that it seemed kind of unfair that I would see other people who I didn't think were necessarily as good at their jobs had kept their jobs and were doing fine.

Speaker 1

而我明明工作做得这么好,却快要被淹没了。

And here was I who'd who'd done my job so well, and I was kinda drowning.

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