人为什么躺平

1
00:00:00,600 --> 00:00:03,480
好的环境对人的影响太大了

2
00:00:03,480 --> 00:00:07,498
你看今天有几个中国同学专门过来找我

3
00:00:07,498 --> 00:00:09,118
交流关于投资的事啊

4
00:00:09,118 --> 00:00:11,179
啊那几个也是一个实业大佬啊

5
00:00:11,179 --> 00:00:13,060
那肯定大几亿身家没问题的

6
00:00:15,500 --> 00:00:17,539
还是个名校的博士呃

7
00:00:17,539 --> 00:00:19,620
我们聊到了大概六点左右

8
00:00:19,620 --> 00:00:20,980
然后他们走了之后呢

9
00:00:20,980 --> 00:00:23,530
我又在这边呃闲逛吧

10
00:00:23,530 --> 00:00:25,089
啊回忆群里群的问题

11
00:00:25,089 --> 00:00:25,530
诶

12
00:00:25,530 --> 00:00:29,550
正好呢他们很多大学生啊参加一个演讲

13
00:00:29,550 --> 00:00:31,350
然后我就跟着进去听了一听啊

14
00:00:31,350 --> 00:00:34,170
然后我呢英语呢还是进步很大

15
00:00:34,170 --> 00:00:35,939
对现在大概能听懂

16
00:00:35,939 --> 00:00:39,780
我发现呢就是他们在传播关于财富

17
00:00:39,780 --> 00:00:42,820
快乐和健康上老美这一点做的很好

18
00:00:42,820 --> 00:00:44,420
就他们会讲一个东西啊

19
00:00:44,420 --> 00:00:47,659
就是说你永远不要为了金钱牺牲你的快乐啊

20
00:00:47,659 --> 00:00:48,939
牺牲你的健康啊

21
00:00:48,939 --> 00:00:49,988
牺牲你的家庭

22
00:00:49,988 --> 00:00:51,908
你看他们演讲完之后呢

23
00:00:51,908 --> 00:00:54,259
还有一个环节呢

24
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就是给大家呢去去唱歌

25
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你看啊

26
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你看这个点上他们都在唱歌

27
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就是他这个我觉得这个人啊是什么状态啊

28
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我后来对比了大家一身边的人啊

29
00:01:05,329 --> 00:01:06,010
像中国人啊

30
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包括老外啊

31
00:01:06,930 --> 00:01:08,430
包括他们这些人的区别啊

32
00:01:08,430 --> 00:01:10,709
就是你看老外他们有这个心神啊

33
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很安静

34
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就眼神里面他一种虔诚啊

35
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还有一种这种呃瓶颈对吧

36
00:01:16,189 --> 00:01:18,909
你看巴菲特啊赚了几千亿美金哎

37
00:01:18,909 --> 00:01:20,629
每天早晨起来吃麦当劳啊

38
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白天还要去公司上班是吧

39
00:01:22,189 --> 00:01:23,620
然后呢还要去啊

40
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去每天辛勤的去去做管理啊

41
00:01:25,939 --> 00:01:27,000
赚了钱再捐出去

42
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首先他们自己真的消费很少

43
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没有奢侈的欲望

44
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我见到很多老美都这样的啊

45
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就是很简朴

46
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你就拿这个教会啊

47
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这个教会的话最少得三四十亿美金

48
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最少啊

49
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他是捐的啊

50
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就是有的时候你在想啊

51
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就是他们为什么赚了钱捐掉啊

52
00:01:43,010 --> 00:01:45,930
这些人呢他们就看起来是无欲无求啊

53
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实际上是很有奋斗精神的啊

54
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我刚才听了他们这个人讲了一会儿

55
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关于这个财富啊

56
00:01:51,209 --> 00:01:52,890
健康快乐的这个东西之后呢

57
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我都受了很大的启发啊

58
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我说实际上你看我是不想投资啊

59
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我讲了这几年呢

60
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我发现呢其实A股的股民呢赌性太强啊

61
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就像今天来了几个中国同学一样的啊

62
00:02:04,608 --> 00:02:05,930
他们做A股投资的

63
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就他们呢赚了很多钱啊

64
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大几个亿啊

65
00:02:08,409 --> 00:02:09,969
去年有个哥们还翻倍了

66
00:02:09,969 --> 00:02:12,409
但那个钱呢他就是个零和博弈对吧

67
00:02:12,409 --> 00:02:14,709
因为他的每一次的投资呃

68
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观点都不一样

69
00:02:15,688 --> 00:02:16,609
标准都不一样啊

70
00:02:16,609 --> 00:02:17,368
信息都不一样

71
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然后还有这个就大概我永远无法复制对

72
00:02:20,368 --> 00:02:22,780
就是相当于一直是靠运气活着啊

73
00:02:22,780 --> 00:02:25,620
一直靠这种啊这种试试件啊

74
00:02:25,620 --> 00:02:26,919
或者一个机会点活着

75
00:02:26,919 --> 00:02:30,000
但实际上你发现美国呢他就很长期啊

76
00:02:30,000 --> 00:02:31,159
我不是说美国美国国家

77
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你比如说你在这开个餐馆

78
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可以开100年

79
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可以传承啊

80
00:02:34,800 --> 00:02:36,620
那比如说你这个巴菲特啊

81
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他这个驾驶投资理念

82
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他就是从格罗姆

83
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然后到现在还在用

84
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所以你发现在美国它不累

85
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在于说我只要一次性投入

86
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我终身都可以有回报

87
00:02:45,389 --> 00:02:47,830
那我们这边为什么一直是啊

88
00:02:47,830 --> 00:02:49,030
一直是玩命的啊

89
00:02:49,030 --> 00:02:49,710
每年从零开始

90
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每年从零开始

91
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就像我自己在国内做生意一样

92
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那就一个生意就那么一两年哎

93
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抓住抓住了

94
00:02:54,370 --> 00:02:55,210
抓住就没了对吧

95
00:02:55,210 --> 00:02:56,610
比如说你开始做代理啊

96
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好了两三年34年哎

97
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我很快代理商开始亏钱

98
00:02:59,389 --> 00:03:00,310
然后做品牌哎

99
00:03:00,310 --> 00:03:01,949
做品牌这个行业呢很快啊

100
00:03:01,949 --> 00:03:03,270
34年四五年也不行了

101
00:03:03,270 --> 00:03:04,629
那再往外走啊

102
00:03:04,629 --> 00:03:05,509
后来做了A股

103
00:03:05,509 --> 00:03:07,949
那A股呢也是你比如说我们2019年的时候

104
00:03:07,949 --> 00:03:09,669
我们赶上了这个消费了一波啊

105
00:03:09,669 --> 00:03:10,090
十倍股

106
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那第2年呢啊中概来一波啊

107
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十倍股

108
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再来一波光伏一波十倍股

109
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再到后面呢就是这几年的开始博弈了

110
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实际上在2018~2021年

111
00:03:19,490 --> 00:03:20,569
还是有价值投资的啊

112
00:03:20,569 --> 00:03:22,169
但到了22年之后呢

113
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基本上就没有价值投资了

114
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大家全是投机

115
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全是博弈

116
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全是是吧

117
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这个RU我诈全是呵呵

118
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就是复合博弈了

119
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所以说你这个老实人这几年非常非常吃亏

120
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所以呢你看这两天大家开始讲那个禁止躺平啊

121
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但实际上躺平的人是什么呢

122
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是老实人

123
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老实人为什么躺平呢

124
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因为他发现他他靠以前的玩命的干

125
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他付出没有回报了是吧

126
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他只能躺平

127
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那这时候呢谁着急了呢

128
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就是如果说博弈的人啊

129
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零和博弈的人

130
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大家都都没有人收割对象了啊

131
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他就只能是啊

132
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他只能是这个差不多就就就放弃掉了

133
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所以呢就是这个事呢

134
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我又后来发现啊

135
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就是比如说哎你如果说你是一个创造价值的人

136
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就像我在啊山东创业那些年一样啊

137
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比如说我是个创造价值的人

138
00:04:07,009 --> 00:04:09,610
但是如果说别人不是对吧

139
00:04:09,610 --> 00:04:10,530
那这个时候怎么办呢

140
00:04:10,530 --> 00:04:12,810
就是你的能量是有限的啊

141
00:04:12,810 --> 00:04:14,090
你干都干都干不动了啊

142
00:04:14,090 --> 00:04:15,810
就像我在二零呃

143
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10年到2015年做代理似的哈

144
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我做代理都是全国第一

145
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我到后面发现了品牌方向

146
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他就放了很多

147
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比如说你这个一个呃一个线上啊小站台吧

148
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VIVO你能养活十家

149
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可是放了100家

150
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这100家它内部竞争

151
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然后品牌方还要去专门给这个啊

152
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给这个负责人说啊

153
00:04:31,699 --> 00:04:34,100
你们啊一定不能让菲尔一家独大啊

154
00:04:34,100 --> 00:04:35,120
如果他一家独大了

155
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那这个时候就不好管了啊

156
00:04:36,660 --> 00:04:38,199
不要让他赚太多钱

157
00:04:38,199 --> 00:04:42,959
对我当时啊就他们在小电台啊开会的时候啊

158
00:04:42,959 --> 00:04:44,060
可能把我拉进去了

159
00:04:44,060 --> 00:04:45,639
我听了他们的言论之后呢

160
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我决定我说以后再也不可能是吧

161
00:04:48,779 --> 00:04:50,540
让我对他们就是这么玩命了啊

162
00:04:50,540 --> 00:04:51,579
就是刚开始时候

163
00:04:51,579 --> 00:04:53,699
我们觉得那这个事我们哪怕不赚钱啊

164
00:04:53,699 --> 00:04:55,300
我们也要去玩命的给他做啊

165
00:04:55,300 --> 00:04:57,060
然后啊他们相信我们嘛

166
00:04:57,060 --> 00:04:59,639
实际上你看你在国内一个老实人

167
00:04:59,639 --> 00:05:00,319
慢慢的呢

168
00:05:00,319 --> 00:05:01,399
你如果你不学坏

169
00:05:01,399 --> 00:05:02,279
不学狠

170
00:05:02,279 --> 00:05:04,418
你就会发现你完全被剥削完了

171
00:05:04,418 --> 00:05:06,338
就是你很难有那种背靠背的信任

172
00:05:06,338 --> 00:05:08,579
你也很难有那种心向心的那种哈

173
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惺惺相惜

174
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就你最后呢你难免的哈

175
00:05:11,329 --> 00:05:13,029
就是我们不是那种零和博弈的人

176
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我们难免走上了一个非常冷漠的道路

177
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就是只只挑人

178
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如果说你只挑人

179
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这时候会面临一个问题呢

180
00:05:19,310 --> 00:05:21,709
就是大家呢就是没有能力的人

181
00:05:21,709 --> 00:05:23,050
是非常非常吃亏的

182
00:05:23,050 --> 00:05:24,449
对你在美国这个国家呢

183
00:05:24,449 --> 00:05:25,170
他没有能力呢

184
00:05:25,170 --> 00:05:26,310
他还好啊

185
00:05:26,310 --> 00:05:27,290
因为有钱人捐嘛

186
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对不对

187
00:05:27,910 --> 00:05:29,269
那在中国就非常非常惨

188
00:05:29,269 --> 00:05:31,310
所以这两年你看那些没有学习能力的

189
00:05:31,310 --> 00:05:32,658
没有学历的

190
00:05:34,619 --> 00:05:36,699
基本上都都完了对吧

191
00:05:36,699 --> 00:05:39,319
就说你看这个时候大家都很悲观对吧

192
00:05:39,319 --> 00:05:40,338
当你想躺平的时候

193
00:05:40,338 --> 00:05:43,689
发现有人不允许你躺平是吧

194
00:05:43,689 --> 00:05:44,209
为啥嘞

195
00:05:44,209 --> 00:05:46,689
就是像我们当时这个做这个经销商

196
00:05:46,689 --> 00:05:47,928
代理商一样的啊

197
00:05:47,928 --> 00:05:49,168
我们后来不使劲了哈

198
00:05:49,168 --> 00:05:49,949
我们不干了

199
00:05:49,949 --> 00:05:51,369
那品牌方他们也难受了

200
00:05:51,369 --> 00:05:51,899
为啥嘞

201
00:05:51,899 --> 00:05:53,300
他没有护城河了呀对吧

202
00:05:53,300 --> 00:05:55,220
我们这一道护城河取消之后呢

203
00:05:55,220 --> 00:05:57,509
你看他们这几年利润下滑都很严重啊

204
00:05:57,509 --> 00:05:59,750
包括呢我们那些啊没有能力的员工

205
00:05:59,750 --> 00:06:01,829
也是他慢慢的他们发现你

206
00:06:01,829 --> 00:06:04,410
你如果说那这个它是一个正和博弈呢

207
00:06:04,410 --> 00:06:05,689
它是一个正和游戏啊

208
00:06:05,689 --> 00:06:07,279
比如说叫我开养价值投资一样啊

209
00:06:07,279 --> 00:06:08,720
所有人都能啊有好处啊

210
00:06:08,720 --> 00:06:10,079
要不就是赚钱了哈

211
00:06:10,079 --> 00:06:10,959
要不就是成长了哈

212
00:06:10,959 --> 00:06:13,259
要不就是大家呢这个改善了这种啊

213
00:06:13,259 --> 00:06:14,620
这种家庭氛围了

214
00:06:14,620 --> 00:06:17,899
这时候呢大家会感觉哇这个反正我不管怎么样

215
00:06:17,899 --> 00:06:18,959
我都要往前走对吧

216
00:06:18,959 --> 00:06:19,540
然后不管怎么样

217
00:06:19,540 --> 00:06:20,639
我的财富在往前走

218
00:06:20,639 --> 00:06:22,060
就所有人他都是受益的

219
00:06:22,060 --> 00:06:25,339
这个才是一个能够长期玩得下的游戏

220
00:06:25,339 --> 00:06:28,829
但如果说啊就是啊拼命的人哈

221
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努力的人

222
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最后呢一无所获

223
00:06:30,910 --> 00:06:32,449
或者说哈伤心累累

224
00:06:32,449 --> 00:06:34,800
他不太他不可能再去啊

225
00:06:34,800 --> 00:06:36,920
继续做这种啊做付出的事了

226
00:06:36,920 --> 00:06:39,560
所以这个呢也是我自己非常投资啊

227
00:06:39,560 --> 00:06:41,000
我就经常讲一个逻辑啊

228
00:06:41,000 --> 00:06:42,930
我说你看我们在讲投资的时候

229
00:06:42,930 --> 00:06:45,329
我们讲的都是一些关于价值投资是吧

230
00:06:45,329 --> 00:06:46,168
长期主义

231
00:06:46,168 --> 00:06:49,329
然后这几年呢把A股的一些价值股呢

232
00:06:49,329 --> 00:06:50,689
狠狠的打了脸对吧

233
00:06:50,689 --> 00:06:52,639
实际上我们也知道什么原因对吧

234
00:06:52,639 --> 00:06:54,920
因为资金他就是一个参与博弈对吧

235
00:06:54,920 --> 00:06:55,759
他有参与政策

236
00:06:55,759 --> 00:06:57,560
他也参与这种趋势

237
00:06:57,560 --> 00:06:59,759
然后呢过去的这45年呢

238
00:06:59,759 --> 00:07:01,959
你看A股里面那些好公司啊

239
00:07:01,959 --> 00:07:03,199
无论是各路毛啊

240
00:07:03,199 --> 00:07:05,620
还是这个啊做品牌的哈哈

241
00:07:05,620 --> 00:07:07,399
养了几千上万人员工的

242
00:07:07,399 --> 00:07:09,120
当他表现不好的时候

243
00:07:09,120 --> 00:07:10,660
你知道这个市场变成什么样吗

244
00:07:10,660 --> 00:07:12,060
大家扎堆去港股上市

245
00:07:12,060 --> 00:07:15,279
然后港口上市呢又把港股的这个血给吸干了

246
00:07:15,279 --> 00:07:18,750
然后你看恒生科技今年是全球倒数倒数第一啊

247
00:07:18,750 --> 00:07:21,819
恒生是全球最差的今年表现

248
00:07:21,819 --> 00:07:24,040
所以这就是一个复合博弈带来的结果

249
00:07:24,040 --> 00:07:25,079
就是所有人都想着

250
00:07:25,079 --> 00:07:27,199
反正我的付出在这里没有回报

251
00:07:27,199 --> 00:07:29,060
那我也那我也算了对吧

252
00:07:29,060 --> 00:07:30,220
那我也去港股上

253
00:07:30,220 --> 00:07:32,060
让我的资金能够全球化流通

254
00:07:32,060 --> 00:07:33,860
那我们也去买美股算了

255
00:07:33,860 --> 00:07:36,240
所以说你最后发现美股是越来越好啊

256
00:07:36,240 --> 00:07:40,509
越来越多的有钱老钱新钱啊都去涌向美股了

257
00:07:40,509 --> 00:07:41,970
所以他就是一个马太效应

258
00:07:41,970 --> 00:07:44,680
而且这时候A股和港股呢你发现更差了

259
00:07:44,680 --> 00:07:47,079
所以这个游戏呢做到最后呢

260
00:07:47,079 --> 00:07:50,680
如果说他不能回到一个价值观很正确的轨道

261
00:07:50,680 --> 00:07:53,540
那未来的老百姓是越来越难的

262
00:07:53,540 --> 00:07:56,009
所以这个也是我一个感受啊

263
00:07:56,009 --> 00:07:58,170
就是我来这边

264
00:07:58,170 --> 00:07:59,050
我是个观察者啊

265
00:07:59,050 --> 00:08:00,410
我也是一个是吧

266
00:08:00,410 --> 00:08:01,970
自己呢在异国他乡啊

267
00:08:01,970 --> 00:08:04,459
去感受两边的不一样的地方对吧

268
00:08:04,459 --> 00:08:07,439
我每次呢我在一个人在这里思考的时候啊

269
00:08:07,439 --> 00:08:09,319
我看到他们这种状态的时候

270
00:08:09,319 --> 00:08:10,000
我总是在想

271
00:08:10,000 --> 00:08:13,930
我说实际上唉实际上你说这个人

272
00:08:13,930 --> 00:08:15,769
你说什么叫快乐啊

273
00:08:15,769 --> 00:08:16,850
什么叫好

274
00:08:16,850 --> 00:08:17,569
什么叫快乐

275
00:08:17,569 --> 00:08:20,490
你会发现只有这种这种创造价值的地方

276
00:08:20,490 --> 00:08:21,329
然后公平的地方

277
00:08:21,329 --> 00:08:23,209
然后充满了正义的地方呢

278
00:08:23,209 --> 00:08:25,310
他才能真正产生伟大对吧

279
00:08:25,310 --> 00:08:27,089
才能真正让那些人呢都受益

280
00:08:27,089 --> 00:08:28,959
他真正呢就是你能够

281
00:08:28,959 --> 00:08:31,899
他那个游戏呢永远都能够把玩下去

282
00:08:31,899 --> 00:08:34,278
所以哎我讲那么多呢

283
00:08:34,278 --> 00:08:35,678
其实需要给大家讲啊

284
00:08:35,678 --> 00:08:39,778
就是如果说那你是一个正直的哈价值的贡献者

285
00:08:39,778 --> 00:08:41,909
那你呢你也要去是吧

286
00:08:41,909 --> 00:08:45,309
要让自己的这种辛苦的付出得到长期的回报

287
00:08:45,309 --> 00:08:47,059
人不是生来就辛苦的

288
00:08:47,059 --> 00:08:48,820
对我这一个我可以肯定讲啊

289
00:08:48,820 --> 00:08:50,460
就是我曾经非常非常辛苦

290
00:08:50,460 --> 00:08:52,559
我现在我是一点都不辛苦啊

291
00:08:52,559 --> 00:08:54,809
但是呢我的结果呢对啊

292
00:08:54,809 --> 00:08:57,379
就是我现在的结果比我辛苦的时候

293
00:08:57,379 --> 00:08:59,659
结果呢好了很多很多倍

294
00:08:59,659 --> 00:09:02,419
然后给大家最后呢给大家看一下老美啊

295
00:09:02,419 --> 00:09:04,789
他们的这个聚会完之后

296
00:09:04,789 --> 00:09:06,990
聚会完之后的最后一个环节啊

297
00:09:06,990 --> 00:09:11,409
或者说唱歌看很虔诚的唱歌

298
00:09:11,409 --> 00:09:14,750
呵呵在这个环境下还是蛮蛮开心的吧

299
00:09:14,750 --> 00:09:15,940
看

300
00:09:37,419 --> 00:09:40,320
这个户外取暖器还是我们供的

301
00:09:53,519 --> 00:09:57,039
非常柔弱又非常沉醉

302
00:09:57,519 --> 00:10:00,159
实际上这种唱歌啊活泼啊

303
00:10:00,159 --> 00:10:03,019
释放情绪啊是个非常好的习惯

304
00:10:03,019 --> 00:10:04,000
看

305
00:10:13,460 --> 00:10:14,639
还有激情

306
00:10:14,639 --> 00:10:16,000
还有能量

307
00:10:16,000 --> 00:10:17,220
很快乐

308
00:10:19,860 --> 00:10:22,820
你看这后台的那个保安呢

309
00:10:22,820 --> 00:10:28,690
这后台保安你看我们都在天上看看看看到火花

310
00:10:29,970 --> 00:10:30,649
他们是这样

311
00:10:30,649 --> 00:10:31,970
很正常

312
00:10:50,279 --> 00:10:51,240
好结束了

313
00:10:51,240 --> 00:10:52,820
We do have an amazing god

314
00:10:52,820 --> 00:10:55,799
He is a great great gua

315
00:10:55,799 --> 00:10:57,480
Great father

316
00:10:58,700 --> 00:10:59,899
When they cares for us

317
00:10:59,899 --> 00:11:02,059
So deeply that he gave his only begotten son

318
00:11:03,179 --> 00:11:05,860
文化有效的抒发出来

319
00:11:05,860 --> 00:11:08,580
所以每个人呢都充满了能量

320
00:11:08,580 --> 00:11:09,740
要很多人说强哥

321
00:11:09,740 --> 00:11:11,100
你知道美国精神头这么好

322
00:11:11,100 --> 00:11:12,200
就是你的心很近

323
00:11:12,200 --> 00:11:13,859
但是你的能量很足

324
00:11:14,210 --> 00:11:15,929
唉兄弟们多交流

325
00:11:15,929 --> 00:11:16,789
多赚钱

326
00:11:16,789 --> 00:11:18,029
多出去看看

327
00:11:18,029 --> 00:11:18,769
更快乐

328
00:11:18,769 --> 00:11:19,370
更更健康

329
00:11:19,370 --> 00:11:20,610
更长久啊

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