二阶思维:聪明人如何脱颖而出

第一性原理,为什么普通人看不到第一性原理….

虽然第一性原理思维是一种强大甚至必要的思考和决策方式,但它不足以在我们这样一个复杂、动态和相互依存的世界中运作。

每一个决定都会产生后果,而这些后果又会产生其他后果,等等。即使你最初的决定从基本原则上看是合理且站得住脚的,这种连锁后果最终也会导致不良结果。

反之亦然——一个最初看起来不可取的选择,当你考虑到它的所有后果后,可能最终会成为更好的选择。

为了更全面地考虑这些连锁后果,我们需要引入一种重要的思维方式——“二阶思维”

通过二阶思维,我们能够预见并评估决策的潜在后果,从而做出更为周全和有效的决策,更快地实现我们的目标,帮助我们在这个充满不确定性的世界中做出更好的选择。

什么是二阶思维?

一阶思维是考虑决策或政策变化的预期和可能明显的影响的过程,二阶思维是追踪和揭示一阶影响的含义的过程。

著名企业投资人、橡树资本管理公司的联合创始人兼联席董事长霍华德·马克斯在他的《最重要的事》 一书中解释了二阶思维的概念,他称之为第二层次思维:

“投资,就像经济一样,更像一门艺术而不是科学。准投资者们可以学习财务课程,广泛阅读,幸运的话可以得到投资前辈的指点,但是他们只有一小部分人能够获得维持高水平的结果所需的非凡的洞察力、直觉、价值观念和心理意识。想做到这点,就需要“第二层思维”。

拿买卖股票这个场景讨论,第一层次的思维会说:“面对一家看似业绩稳健的公司,直觉告诉我们这家公司表现不错,购买其股票应该是个不错的选择。”

第二层次的思维会说:“虽然这家公司看似优秀,但市场已经对其给予了过高的期望和估值。实际上,它的增长潜力可能并没有大家想象那么大。因此,在当前价格下,这只股票可能已经被高估,我们应该考虑卖出。”

第一层次的思维说:“前景预示着低增长和通胀上升。让我们抛售股票吧。” 第二层次的思维说:“前景很糟糕,但其他人都在恐慌中抛售。买入吧!” 新冠疫情出现的那边,美股暴跌,聪明的人却在抄底。

亿万富翁投资者雷·达里奥(Ray Dalio)在其优秀著作《原则:生活和工作》中写道:“未能考虑第二级和第三级后果是许多痛苦糟糕决定的根源,当第一个劣势选择证实了你自己的偏见时,这种决定尤其致命。在提出问题并进行探索之前,永远不要抓住第一个可用选项,无论它看起来有多好。”这几年如火如荼的电动汽车为例,电动汽车若迅速普及,一阶后果将是石油消耗大幅减少,尤其是汽油生产部分,对环境产生积极影响。二阶后果则涉及更广泛的领域。汽车行业及其供应链将重塑,减少活动部件,改变维修和汽车寿命。部分汽车零部件制造商可能受损,而电池、充电设备等行业将受益。自动驾驶技术将改变交通模式,减少拥堵,提高通勤效率,进而影响城市规划和基础设施。加油站工作人员需寻新职业,烟草销售可能因加油站流量减少而下滑。

这些只是全电动和自动驾驶带来的一些后果,还有无数其他影响。

正如霍华德·马克斯所说:“第一层次的思维肤浅而简单,而第二层次的思维则深刻而复杂。” 很明显,人们更喜欢即兴做出决定,而不是花时间和精力去做出更好的决定。

如何进行二阶思考?

问自己“然后呢?” 

正如沃伦.巴菲特所说:经济领域中,最关键的是不管别人对你说什么,你总要问:“然后呢?” 这个方法可以应用于几乎其他所有领域。所以,你必须经常问:“然后呢?”

想要超越第一层次的思维,进入更高的层次,霍华德建议你多问自己这个问题:“然后呢?” 

当你探索答案时,你会超越显而易见的东西,这时,可以拿出你的笔,在纸上列出一阶后果、二阶后果、三阶后果、…,把所能想到的可能性都显现地列举出来,以帮助我们更好地决策。

做决策,多考虑时间维度

第二层次思维的力量来自于能够看清眼前的结果并考虑长期的影响,有时现在的坏结果可能会导致未来的好结果。

因此,我们做决策是应该多从时间维度进行考虑,思考10天/几个月/几年后会发生什么,然后选择一个可能在短期内带来痛苦但长期来看会产生最佳结果的决定。

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