Over a year ago, in February of 2002, I began a
discussion on fairness in this journal. In it I really did not do much. I basically gave a possible working definition of fairness and tested it with a few intuitive examples. What I would like to do today is a different goal which involves fairness. I would like to see how fairness and equality relate, since they seem to be some of the central tenants in what we consider to be a morally acceptable society.Â
This could turn into a somewhat difficult discussion, so I will move fairly slowly. Let me first define our two subjects. Fairness is when a person gets what s/he deserves. Equality is when two things are the same. Those are both fairly transparent and non-controversial definitions, so they give us a good starting point.
What I really want to focus on tonight is different conceptions of equality, and where fairness fits in. While it might seem obvious that the values of fairness and equality are related, I wish to suggest that they are essentially related in a just society. Let’s begin with investigating two conceptions of equality.
One common conception of equality is egalitarianism. This is kind of like total equality. In an egalitarian state, everyone is as equal as the government can possibly get people to be. It is debatable to just what lengths a society would go to in order to insure total equality, but they would at least guarantee total equality of income, wealth, and obviously of rights. There is no true egalitarian state currently in existence, and I would contend that one could never exist – but that is a different discussion. The types of governments that really go for egalitarianism are essentially socialistic or communistic. The U.S. is definitely not egalitarian and does not really attempt to be.
Another type of equality I’ll call “libertarian equalityâ€. It might be a bad idea for me to use the term ‘libertarian’ here, because that has all kinds of incorrect connotations attached, like drug legalization and euthanasia legalization, etc. Instead, what I intend for libertarian equality to mean is, quite simply, for everyone to have the same liberties/freedoms. Of course, in a state with libertarian equality, people would not necessarily have equal economic conditions. The only equality that would be insured would be that of what freedoms they could exercise. In other words, if one person had freedom of speech, so would everyone else. It should be clear that every egalitarian state also has libertarian equality, but not every state with libertarian equality is egalitarian. The U.S. is probably a good example of a country with basic libertarian equality.
Clearly, there is no need to stop here. There are a nearly infinite number of different types of equality that one could define in a similar manner to what was done with the two above. This, however, will do for the discussion I plan to engage in here tonight.
Up until now I have no talked much about fairness, and this was intentional. What I hope to do now is to figure out where fairness plays into societies that exercise these two types of equality. For simplicity let me name to hypothetical societies. Let a country called Egal be egalitarian; let a country called Libe have libertarian equality, but not egalitarianism. Okay, so these names aren’t particularly creative: deal with it. Now let’s consider the role of fairness in each of these countries.
Let’s actually begin with Libe. So the question we must ask is: how does a person gets what they deserve in a state with libertarian equality? Well, it seems that fairness fits in pretty well. First, everyone has the same freedoms. This makes sense, since it seems fairly intuitive that if one person deserves a given freedom, everyone deserves that freedom. Since the relevant freedoms here most people would argue are innate freedoms, there is nothing that someone does to deserve them. Of course, this would not be any different in Egal.
The difference would have to come with something other than freedom, since both societies’ people would have equal freedoms. So instead, we would have to focus on how fairness affects a feature in which they differ. The most obvious feature to consider is probably economic conditions. In Egal, everyone has the same income and wealth. In Libe, these conditions can vary from person to person.
What does fairness tell us about economics? It tells us a few things. It might seem fair in some theoretical and fluffy sense that everyone has the same economic condition. Yet, our definition of fairness said that a person gets what s/he deserves. So the question to ask would be whether or not every person deserves the same economic condition? If you say yes, I would ask why? What is the cause for this desert? It does not seem particularly innate. For instance, should someone who picks oranges in a field be paid the same amount as the CEO of Microsoft? If not, then fairness does not seem compatible with egalitarianism.
In order to determine if this is true, let’s consider a few examples to shed light on things. First, let’s imagine an orchestra. This orchestra is performing Mozart’s Clarinet Concerto at their concert this week. The clarinet soloist is one of the most well-known clarinetists in the world. Should the person playing 3rd violin receive the same paycheck as the clarinet soloist? Intuition says that this probably would not be fair, since the clarinetist deserves more than the 3rd violinist: the clarinetist contributes more to the performance. It is also pretty impossible to argue that the clarinet’s talent and the time spent learning the piece would be the same as the talent and time spent by the 3rd violinist. As a result, the clarinetist deserves more.
Another even better example might go as follows: Dr. Martin works in a lab in Miami. He has spent decades working on cancer research. Today in this lab, he finally developed a cure for cancer. Another man, Bob, also lives in Miami. He sleeps under a bridge near the interstate, and holds up a sign that says “Will Work for Foodâ€. Of course, he won’t, but he gets money that way, which he uses to buy cheap whisky which he drinks until he passes out every night. In egalitarianism, Dr. Martin and Bob both must deserve the same reward for what they do in an economic sense. Yet, it is fairly indisputable that they do not.
I think that this is enough with examples: you probably get the point. I would assert that the economic situation that one has should be predicated on the quality and quantity of work which s/he does. As a result, my claim is that an egalitarian state does not value fairness as it was defined above. Now that seems absolutely counterintuitive to anyone who has ever thought much about egalitarianism. I mean, the whole point of egalitarianism is to make everyone equal. In some strange way, most people would assume that this implies fairness; after all, how could equality be unfair? I think it has been shown that this is in fact necessarily the case with egalitarianism: egalitarianism and fairness conflict.
Now, you probably think that I’m going to commend libertarian equality for not conflicting with fairness, but you’re in for a surprise: it has its problems too. At least, it has problems in an absolute sense. In a society that has absolute libertarian equality, people in prison should still be guaranteed the same liberties that law abiding citizens enjoy. We don’t do that here in the U.S. If you’re in jail, there are certain freedoms that you are denied. One example is that you are disenfranchised, but a more interesting one is that even the most basic freedom to go where you choose is taken away. This, however, is admittedly an exception to the rule. One would argue here that someone who has violated the laws of the land has, in fact, breeched some implicit social contract and has denied those freedoms to him or herself. If this breech had not occurred, s/he would still be enjoying those freedoms. As a result, at the root of it, libertarian equality does not conflict with fairness.
What I hoped to show in this investigation is that equality alone can be very misleading. It is an important value, but it is not the only value, nor is it sufficient to insure its existence alone when trying to establish a just society. Fairness is as important. Furthermore, in a truly just society, one must insure that both equality and fairness do not conflict. This society might produce some counterintuitive results. Another politically volatile topic that was not mentioned here was affirmative action, but it would be excluded in a society that reconciles both equality and fairness. But trying to imagine potential societies that hold these two values in a similar esteem is very useful: it can actually allow us to determine which policies that our politicians bicker about in real life should be adopted and which should be struck down.