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Many philosophers are dismayed by the prospect of an esoteric moral theory, a theory that, despite being true or correct, is not “public” inasmuch as, by the theory’s own lights, some moral agents ought not to believe that theory (Williams, 1995, p. 169). More exactly, a theory T is esoteric if and only if, if T is true, then there are T-based reasons sufficient to warrant some individuals not embracing T, where to embrace T is to believe T and rely upon it in practical deliberation (Korsgaard, 1999, p. 17; de Lazari-Radek and Singer, 2010, p. 35).

Esoteric moral theories forthrightly acknowledge a divergence between what we epistemically ought to believe and what we morally ought to believe (and rely upon in our practical deliberation). For they assert that a moral conception, whatever the epistemic reasons that speak in its favour, need not be one that agents accept or have any positive epistemic disposition toward.

Presumably, esotericism is not an independent virtue of a moral theory—that is, a moral theorist would not set out to construct a theory hoping that, in its most plausible form, the theory will turn out to be esoteric. But is esotericism then a theoretical vice, such that a moral theory’s being esoteric counts as a prima facie reason to reject it? Unfortunately, those who press the esotericism objection often provide little explanation of its force, apparently content to suppose it obvious. For example, the most common theory against which the esotericism objection has been levelled is utilitarianism (or consequentialism more broadly). But finding a precise reason why anti-utilitarians find esotericism a compelling objection against that theory can be hard. Samuel Scheffler, for example, professes that he cannot shake the “persistent feeling of discomfort generated by the idea of a moral theory which is willing to require widespread ignorance of its own principles” (1994, pp. 48-49). Similarly, Michael Stocker asserts that it is a “severe problem” for utilitarianism if it “cannot be embraced and followed,” severe enough to raise questions about whether utilitarianism is “worth serious consideration as our ethical theory” (1992, p. 322). But Stocker says little about why esotericism disqualifies a moral theory as a serious contender for our allegiance.

And, indeed, the force of the esotericism objection is far from obvious. For esoteric theories are not logically inconsistent. It seems possible for the truth conditions of a normative theory to diverge from a theory’s acceptance conditions—that is, that a theory that is nevertheless true ought not to be accepted (Brink, 1992, pp. 87-88). But P and some ought not to embraceP are not logically contradictory. Esoteric theories are therefore philosophically suspect only if some other, perhaps controversial, philosophical theses are true.

My purpose here is to consider what philosophical theses could play this role—that is, to identify which (if any) such thesis can render esotericism a problematic feature of a moral theory. My hope is to identify a thesis capable of persuading adherents of esoteric moral theories that they should relinquish their allegiances to such theories. Short of this, I hope at least to articulate the strongest possible version of the esotericism objection, one that captures our best reasons for skepticism about esoteric moral theories.

Although the possibility of esotericism has been entertained in conjunction with a variety of normative theories, including virtue ethics (Keller 2007; Martinez 2011), ethical egoism (Baier, 1958, pp. 188-191), philosophical anarchism (Simmons, 2001), and metaethical error theory (Irwin, 2009, p. 854), I focus on consequentialism, since this is both the theory at which the charge of esotericism has been most often levelled and the theory that has most often been defended in an esoteric guise. In addition, if the esotericism objection turns out to lack force against esoteric consequentialism, that would be strong evidence that esotericism as such is not a theoretical defect. A second reason for focusing on esoteric consequentialism is that the consequentialist case for esotericism is easy to decipher. As Sidgwick argued, if morality’s aim is to bring about the best overall state of affairs, then consequentialists should treat the question of the justification of agents’ moral attitudes as a matter of their consequences—that is, in terms of whether those attitudes in fact result in the best overall state of affairs. If as a matter of empirical fact the set of attitudes that result in the best overall state of affairs sometimes does not include embracing the consequentialist standard of right action, then consequentialists ought to conclude that at least some agents ought not to embrace that standard but should embrace some other, presumably more “common-sense” moral standard(s) instead.

My plan is to canvass a number of possible theses that might make sense of the esotericism objection. As noted above, esoteric theories defy the expectation that our epistemic and moral reasons ultimately converge. However, not all the reservations about esoteric morality flow from worries about the relationship between epistemic and moral reasons. Hence, I first consider several ways in which the esoteric objection may be pressed that do not engage with that relationship: that esoteric theories are conceptually incoherent, that they endorse immorality, that esoteric theories are unfair in subjecting agents to requirements of which they are not aware, and that they fail to guide action. I then consider whether esoteric morality should be rejected for violating evidential standards for the ethics of belief. That case, I argue, cannot be made without simply begging the question in favour of evidentialism.

Finally, I articulate what I take to be the best version of this objection: the heart of the esotericism objection is not related to moral belief per se. Rather, moral theories are problematic to the extent that they are practically esoteric. Moral theories do not just make claims regarding axiology, deontic status, and the like. They also imply that some allocation of benefits and burdens is justified. I argue that the epistemology of benefits and burdens—what it is justifiable for agents to accept—has a strongly first-personal character. While the truth conditions for claims about the justifiability of burden and benefit are not identical to their acceptance conditions, they are sufficiently intertwined such that neither class of claims can be justified in an esoteric way. But, given a plausibly holistic view about how moral theories are justified, the remaining elements of a moral theory cannot be justified esoterically either. Hence, the entirety of a moral theory must be open to public scrutiny to be justified. Any such theory must therefore be embraced in order to be justified, so esoteric theories can thus never be fully epistemically justified.

It is necessary to highlight an important distinction before we begin: esoteric moral theories should not be confused with indirect moral theories. Indirect theories are those that accept or recommend that agents sometimes deliberate in terms of moral principles or considerations that diverge from the foundational claims advanced by a theory itself. Hare’s “two-level” utilitarianism is an example of such a theory, inasmuch as he recommends that our moral deliberation typically proceed on the basis of intuitive moral rules rather than by direct appeal to the principle of utility. We see a similar stance suggested by Mill’s invocation of “secondary principles,” and, indeed, most any moral theory can plausibly be developed as an indirect theory. A Kantian moral agent, for instance, might reason in terms of Kant’s taxonomy of duties rather than use the Categorical Imperative. Indirect theories thus share with esoteric theories the thought that agents ought not to deliberate in terms of the theories’ fundamental principles. However, they differ crucially as to why agents ought not to deliberate in these terms. Indirect theories may recommend this because such deliberation is less time-consuming, makes the demands of moral reasoning less onerous, and so on. Using deliberative shortcuts may sometimes be perfectly adequate to lead agents to the correct moral conclusions. But indirect theories do not propose that agents should be ignorant of true moral principles. Esoteric theories, in contrast, maintain that some agents ought not to believe fundamental moral truths or principles at all. Note that some of the reasons in favour of esoteric theories overlap with some of the reasons for favouring indirect theories (that deliberation may be easier and more straightforward, etc.). But the esoteric theorist wishes to go a step further, holding that moral reasons themselves speak against some agents knowing the content of the true moral theory. The central contrast between esoteric and indirect theories is therefore not about the proper forms that moral deliberation may take. Rather, the contrast centrally concerns justification. Indirect theories hold that all agents are justified in believing the correct moral theory, even if they are also sometimes justified in not deliberating in its terms. Esoteric theories, on the other hand, hold that some agents are not justified in believing the correct moral theory and so ought not to deliberate in its terms.

1. INCOHERENCE AND IMMORALITY

Let us first consider two ways of capturing the esotericism objection commonly put forth in the literature.

The most audacious way to press the esotericism objection is to claim, on conceptual grounds, that an esoteric theory is simply not a theory of morality at all. Bernard Gert, for example, states that “hardly anyone denies that morality must be such that a person who adopts it must also propose its adoption by everyone,” so that “all those whose behaviour is to be judged by the system understand it, and know what kind of behaviour the system prohibits, requires, discourages, encourages, and allows” (1998, pp. 8–11; see also Baier, 1958, p. 101; Williams, 1973, pp. 133–134; Hooker, 2003, p. 2).

Here esoteric consequentialists reply that their critics have assimilated a substantive moral question to a methodological or conceptual one, thereby unfairly ruling out esoteric theories by definitional fiat. Whether the moral justification of an act should be public or kept secret—that is, whether it should be esoteric or not—certainly looks like a substantive moral question. To insist that an esoteric theory is simply not a theory of morality at all, in the way that, say, a scientific theory that makes no testable predictions would not be scientific, is to rule out esoteric theories on specious methodological or conceptual grounds (de Lazari-Radek and Singer, 2010, pp. 42–45). Furthermore, the esoteric consequentialist may argue that requiring a theory not to be esoteric simply begs the question against consequentialism. If consequentialism is fully global, such that any kind of item open to moral appraisal, including actions, rules, motivations, sanctions, is appraised by its consequences (Pettit and Smith, 2000), then mental acts concerning the acceptance, avowal, or advocacy of practical judgments are not exempt from appraisal based on their consequences. So, to insist that a moral theory must not be esoteric is to impose on consequentialism the nonconsequentialist demand that “one class of action—acts of adopting or promulgating an ethical theory—not be assessed in terms of their consequences” (Railton, 1984, p. 155).

Opponents of esoteric theories might concede these points, however, and instead argue that esoteric theories should be rejected on substantive moral grounds because they are counterintuitive in requiring us to act wrongfully. Parfit suggests deception is the relevant wrong: “If we believe that deception is morally wrong, deception about morality may seem especially wrong” (1986, p. 41). Esoteric theories are likewise denounced as manipulative (Piper, 1978, pp. 205–206), paternalistic (Hooker, 2000, p. 85), or elitist (Williams, 1985, pp. 108–110).

Consequentialists may welcome this version of the esotericism objection as more honest in that it presents esotericism as a moral, not a methodological or conceptual, shortcoming. But consequentialists can simply reject the substantive moral judgments in question as at best pro tanto judgments. Deception, paternalism, elitism, and manipulation will often, but not always or necessarily, be all-things-considered wrong on a consequentialist view. Hence, though an esoteric morality may license deception, paternalism, and the like, consequentialists understand these as permissible exceptions to pro tanto generalizations, and there is not (on their view) any special moral significance attached to the subject matter in question—that is, that esoteric morality involves deception (or what have you) regarding moral truths makes that deception no more or less morally justified than it would be in regard to nonmoral truths.

2. UNFAIRNESS AND ACCOUNTABILITY

The opponent of esoteric theories might then shift from worries about the wrongfulness of esotericism as such to worries about unfairness within a community that operates with an esoteric morality. In such a community, the “common-sense” moral norms that many people embrace will diverge from the true or correct moral norms (consequentialism, say). But to hold individuals accountable to norms of which they are meant to be ignorant is unfair to those individuals. When, for example, a conscientious individual abides by common-sense moral norms but nevertheless fails to perform the act with the best overall consequences, it is unfair to subject that individual to blame for his or her actions.

In reply, consequentialists may again invoke the global nature of their view and argue that even within a community whose morality is esoteric, the moral evaluation of agents is itself evaluated in accordance with the consequentialist standard. When an agent fails to act in accordance with the consequentialist standard but honours the commonsensical standards of his or her community, consequentialists need not conclude that the agent should thereby be criticized or blamed. After all, such an agent obeyed the very moral standards that, on the esoteric consequentialist picture, he or she ought to obey and is thus not blameworthy. Perhaps the esoteric moralist will concede that, strictly speaking, such an agent acted wrongly. But it is a further question, itself to be decided on empirical grounds, whether to publicize this wrongdoing or whether to blame the agent for it. Consequentialists can thus argue that the very considerations that motivate the move to an esoteric version of their theory can justify not blaming agents who, in acting in accordance with “popular” morality, do not satisfy the true moral standard. Conversely, the esoteric consequentialist could even admit that it might be proper to blame agents who do employ the consequentialist standard in their deliberations. In any case, no unfairness need arise from the divergence between the popular and true moralities in a community whose overall morality is esoteric.

3. ACTION-GUIDINGNESS

The opponent of esotericism may insist that esoteric theories fail with respect to an important desideratum, that moral theories should guide action. Mark Timmons calls this desideratum the practical aim: “The practical aim of a moral theory is to offer practical guidance for how we might arrive at correct or justified moral verdicts about matters of moral concern—verdicts which we can then use to help guide choice” (Timmons, 2002, pp. 3–4). Esoteric theories appear to ignore this aim, since they do not recommend the acceptance of the theory by at least some agents to whom the theory putatively applies. Indeed, they recommend, to some agents at least, that the theory be rejected and, a fortiori, that the theory itself not provide practical guidance concerning how to arrive at moral verdicts. Esoteric theories thus appear to disregard utterly one of the central aims of normative theorizing—namely, to identify defensible procedures to guide our reasoning about moral phenomena (Martinez, 2011, p. 280; Brännmark, 2009, p. 450).

Now esotericists should acknowledge that their theory will not offer practical guidance to some agents if by this it is meant that the theory itself is recommended to such agents. Esoteric consequentialism, for example, evaluates actions according to a consequentialist standard but denies that all agents should deploy it as a deliberative standard or procedure (Bales, 1971). Hence, some agents will not be provided practical guidance in the terms referenced in the theory. However, an esoteric theory provides practical guidance to agents, just not in terms of the theory itself. Such agents are more likely to arrive at “correct or justified moral verdicts about matters of moral concern” if they deliberate on the basis of some other moral conception (besides the theory itself). An esoteric theory thus understands these alternative moral conceptions as deliberative proxies for the true moral theory. Hence, agents subject to the demands of an esoteric theory are guided by that theory at one remove. In the case of esoteric consequentialism, the deliberative proxies will probably be moral rules proscribing certain classes of actions (don’t lie, don’t intentionally harm others, etc.). Esoteric consequentialists can thus concede that practical thought is “undelegable”—that is, that moral decision making is “an unshirkable task for each individual” (Brewer, 2009, p. 104) that cannot simply be farmed out to experts, without conceding that agents must be practically guided by or in the terms of the theory itself.

4. THE ETHICS OF BELIEF

Opponents of esotericism may attempt an epistemological turn, arguing that esoteric theories violate central tenets of the ethics of belief. Consider the following principle put forth by the evidentialist W. K. Clifford:

If a man, holding a belief which he was taught in childhood or persuaded of afterwards, keeps down and pushes away any doubts which arise about it in his mind, purposely avoids the reading of books and the company of men that call into question or discuss it, and regards as impious those questions which cannot easily be asked without disturbing it—the life of that man is one long sin against mankind.

1877, § 18

Here Clifford endorses what we might call a principle of epistemic probity:

(EP) For all believers x and beliefs b, x is morally obligated not to suppress or avoid evidence relevant to the truth of b.

(EP) imposes both self-concerning and other-concerning epistemic obligations. An individual believer has an obligation not to suppress or avoid evidence relevant to his or her own beliefs and an obligation not to suppress or avoid evidence relevant to the beliefs of other believers. Yet on the esoteric consequentialist model, those agents—call them insiders—who believe in consequentialism have strong motivations to conceal evidence relevant to the truth of consequentialism from the outsiders who ought not to believe in consequentialism. For in order to keep them from embracing consequentialism, outsiders must not be exposed to the evidence in its favour (or if they are so exposed, efforts must be made to make this evidence appear weak or unconvincing). So, given (EP), the insiders are not epistemically blameless. For they morally ought not to expose those who embrace the nonconsequentialist, common-sense morality to the evidence against it. Indeed, insiders have a moral obligation to undermine outsiders’ efforts to fulfill their epistemic obligation to believe only what there is sufficient evidence for. In fulfilling this obligation, the consequentialist insiders manifest a form of epistemic paternalism, effectively treating consequentialism as a species of forbidden knowledge. Esotericism thus encourages some individuals to encourage other individuals to misuse or wrongfully employ their epistemic faculties.

How should the esoteric consequentialist answer this objection? (EP) essentially posits that two imperatives—one epistemic, one moral—coincide. These imperatives can be characterized in different ways. The epistemic imperative could be seek knowledge, avoid error, and so forth. Believing on the basis of sufficient evidence is thus a means to satisfy this imperative. The moral imperative could be act rightly, be virtuous, and so forth. Being morally justified in what one believes is thus a means to satisfying this imperative. The details of these imperatives aside, (EP) posits that the satisfaction of one imperative requires or entails the satisfaction of the other.

Yet it is prima facie implausible to suppose that beliefs that satisfy one imperative will invariably satisfy the other. Suppose that we categorize these imperatives using Kant’s contrast between categorical and hypothetical imperatives (Wrenn, 2004). An imperative is categorical when it expresses a rational requirement that applies to us regardless of any contingent ends or desires we have. An imperative is hypothetical when it expresses a rational requirement that applies to us only because we possess particular contingent ends or desires. This contrast generates four possibilities: both the epistemic and moral imperatives are categorical; the epistemic imperative is categorical, but the moral imperative is hypothetical; the moral imperative is categorical, but the epistemic imperative is hypothetical; or both imperatives are hypothetical.

On its face, it seems unlikely that there are no categorical imperatives of any kind. This would imply that there is nothing that we are required to do or to believe just insofar as we are rational beings or rational agents—that is, that the normativity of reason generates only options. So, let us set aside the last of these four possibilities and assume that at least one of the two imperatives in question is categorical—that is, that it applies to us regardless of any contingent desires or ends served by its satisfaction. Could both the epistemic and the moral imperative be categorical? If both are categorical imperatives, then it would be remarkable if there were not possible contexts in which these imperatives clash. Esoteric consequentialism rests on the supposition that ordinary moral belief is one such context: the imperative to believe only on the basis of sufficient evidence (and not to undermine others’ attempts to believe only on that basis) can come into conflict with the imperative to believe what is necessary in order to act morally. Clifford, for his part, does not seem to countenance the possibility that one imperative could be satisfied without the other being satisfied, but so much the worse for his optimism, the esoteric consequentialist might say.

But if at least one of the imperatives is categorical, and both imperatives cannot be, this entails that one of them is categorical, the other hypothetical. Which is the more likely candidate for being the categorical imperative, the moral or the epistemic one? While I shall not offer a comprehensive argument for the moral imperative being categorical, ordinary moral practice seems to reflect this belief. Epistemic justification is typically understood as instrumentally valuable, such that the normativity or rationality of satisfying epistemic ends is contingent upon whether doing so will satisfy other non-epistemic ends, amongst which moral ends are the most prominent. The fact that acquiring additional evidence would be relevant to the truth of a belief—or, more germane to this discussion, that some individuals are shielded or kept unaware of evidence relevant to their beliefs—does not necessarily generate an obligation to acquire additional evidence or an obligation not to shield some people from evidence relevant to their beliefs. Whether additional evidence relevant to a belief ought to be acquired depends on the ends served by acquiring it, and it can be the case that acquiring additional evidence runs headlong into ends incorporated into moral imperatives. Note that this conclusion will likely appeal to those without consequentialist moral commitments. For more characteristically Kantian considerations of privacy, autonomy, or fairness can also imply that agents have positive obligations to forego the pursuit of evidence that might nevertheless conduce to the epistemic justifiability of their beliefs.

There are thus compelling reasons to reject (EP) that are not necessarily grounded in consequentialism itself and that esoteric theorists can appeal to in order to answer the worry that their theories violate plausible standards for the ethics of belief. Notice that rejecting (EP) does not mean junking epistemic normativity altogether. The esoteric theorist will agree that we ought, for various reasons given by our ends, to engage in diligent inquiry and to seek adequate justification for our beliefs. Our interests and the interests of others are nearly always well served when our beliefs are produced through diligent inquiry and justified. The absence of esotericism—publicity or transparency—could well be a desirable, albeit defeasible, feature of a moral theory.

In summary then, although outsiders within a community operating with an esoteric consequentialist morality would not be exposed to evidence relevant to the truth of their moral judgments, insiders would not thereby be epistemically blameworthy for violating any evidentialist imperative concerning the justification of these judgments. For any epistemic imperative governing the acquisition of evidence relevant to our beliefs is subordinate to a moral imperative governing the moral justification of our actions.

5. TRUTH, ACCEPTANCE, BURDEN, AND BENEFIT

Having found several construals of the esotericism objection wanting, we might conclude that the objection either has no force or must presuppose philosophical commitments that esoteric consequentialists have good reasons to reject. Still, it is difficult to shake the sense that the arguments of the previous section were on the right track—that the error of esotericism is epistemic at root. The best version of this objection, I shall now argue, does not involve the thought that esoteric moral theories wholly violate general epistemic standards. Rather, esoteric theories adopt a dubious epistemology for moral inquiry in particular.

As I have characterized it, an esoteric theory is one wherein some of those subject to a theory’s evaluative standards ought not, by the lights of theory itself, to embrace the theory, where to embrace the theory is to believe it and rely upon it in practical deliberation and choice. An esoteric theory thus tolerates social divergences in moral knowledge: a subset of a community deliberates in full knowledge of the true theory; another, in ignorance of it. The coherence of esoteric theories thus depends on the plausibility of divergence between a theory’s truth conditions and its acceptance conditions. In other words, esoteric theorists assert that theory T is true, but T ought not to be accepted (by some). Such a divergence can be plausible with respect to the action-guiding portion of a moral theory. Esoteric consequentialism, for example, claims that agents are obligated to perform that act with the best overall consequences, but, given that better overall consequences will result from some agents not embracing this action-guiding principle, they ought not (according to the theory) to embrace it. Esoteric egoism claims that agents are obligated to perform that act with the best consequences for the individual agent, but, given that better consequences for the individual agent will result from some (other) agents not embracing this action-guiding principle, they ought not (according to theory) to embrace it. Hence, esoteric theories would be problematic if they made claims whose truth conditions and acceptance conditions cannot be so readily divorced. Do they make any such claims?

Moral theories make claims of various kinds: axiological claims regarding value, deontic claims regarding the permissibility of various acts, and claims regarding which traits are virtuous or vicious, among others. Critically, however, these theoretical claims operate in concert with empirical facts to imply practical imperatives, directives about what individuals should do. Moral theories thus do not simply address us as knowers, concerned with moral truth in the abstract. They also address us as agents or actors asked to live in a world in which we (and others) abide by such practical imperatives. Moral theories thus do not only assert claims. They also implicitly make claims on the choices, concerns, and interests of others and of us, claims that generate benefits and burdens for individual agents. As Margaret Urban Walker points out:

Human beings have to “live with” and “stand by” moral determinations and their issue. Some of the most common expressions one hears when people discuss weighty and difficult moral decisions is whether they can live with certain solutions, whether they or others will be haunted or damaged, whether ensuing burdens (psychological, reparative, or both) will be bearable, whether they will be able to make others understand. In actual morality there are real stakes and real costs, of value, self-esteem, relationship, future options, coherence in one’s own eyes. (1991:765)[1]

It may be tempting to view a moral theory’s implications regarding how agents would be burdened or benefitted as upshots of “applying” that theory rather than as elements of the theory itself. If so, those implications would seemingly not bear on what renders a moral theory acceptable. However, this is a distinction without a difference. While these implications may not be part of a formal statement of a moral theory, their plausibility reflects on the plausibility of that theory, just as the observations predicted by a scientific theory bear on its plausibility. To think otherwise would be to suggest that (for example) complaints about a moral theory’s demandingness can be dismissed on the grounds that they “merely” raise concerns about the theory’s implications rather than about the theory itself. Moral theories do ask us to live under their counsel.

And it is because moral theories entail claims that we must “live with” and “stand by” that esoteric theories’ proposed divorce of truth and acceptance is problematic. The force of the esotericism objection, I propose, hinges upon recognizing that claims regarding the justifiability of the benefits and burdens a moral theory creates for individuals are relevant to the satisfaction of that theory’s truth conditions and of that theory’s acceptance conditions. In other words, the justification of a theory’s claims regarding the benefits and burdens it subjects individuals to cannot be esoteric because the truth of these claims is intertwined with their acceptability to those actually subject to it.

Let us suppose that theory T would impose a schedule of burdens and benefits, B, on individual S. Is B justifiable—or, in other words, would it be justifiable, if we focused exclusively on B and no other claims advanced by T, for S to act on T? And how would we know? With respect to other elements of T, we might well conclude that S need not be consulted regarding T’s justifiability. Questions regarding axiology, deontic status, and so on could well be answerable a priori, and, as such, moral philosophers may well home in on answers to them, either by using dialectic or by operating “like geometricians in different rooms who, reasoning alone for themselves, all arrive at the same solution to a problem” (Benhabib, 1987, p. 167). Yet the hypothesis that B’s justifiability can be ascertained without consulting S (or anyone else asked to live under T’s dictates) seems more questionable. For it to be justifiable (if we focus exclusively on B) for S, or anyone else, to act on T might require that acting on T, and thereby being subject to B, be justifiable to S. This requirement could be justified in moral terms. We might, for instance, hold that it would be unfair or disrespectful to S to subject S to T, along with its accordant schedule of benefits and burdens B, unless we secure S’s assent (whether actually or hypothetically) to B. Of course, esoteric consequentialists will likely be unmoved by such considerations, complaining that requiring B to be justified to S on these grounds amounts to requiring S to endorse a substantive moral framework at odds with the consequentialism they advocate. Yet they would not have such a complaint if the grounds requiring us to consult S in appraising the justifiability of B were epistemic rather than moral—that is, if failure to do so would bar us from evidence critical to the appraisal of B’s justifiability. And there are, I shall now show, compelling reasons to conclude that whether S finds B justifiable—that is, whether S can upon reflection accept B—is ineliminably relevant to the justification of B. A failure to engage with S regarding the justifiability of B would therefore result in a defect in T. For in the case of the burdens and benefits a moral theory implies, truth and acceptance converge in the first-personal perspective of those burdened or benefitted by it.

One reason for the convergence of truth and acceptance here is that burden and benefit are not entirely independent of our perceptions of burden and benefit. How things feel can go a long way toward how things are for us, regardless of whether how things are for us is constituted by those feelings or merely perceived or registered by those feelings. A person who takes satisfaction in his or her friendships, professional success, and the like enjoys greater benefit from these facts that someone unable to find satisfaction in his or her friendships, professional success, and the like. Conversely, a person who feels the sting of loneliness or adversity is usually worse off than those who manage to slough off these misfortunes. Sometimes such judgments or perceptions are effectively infallible. With respect to raw physical pain, for example, the judgments that we are in pain (or the judgment about how painful our pain is) cannot be intelligibly second guessed. This need not entail that our judgments or perceptions regarding whether and how much some fact is beneficial or burdensome are incorrigible, static, or invulnerable to counterevidence. In any case, benefit and burden are often constituted or closely tracked by perceptions thereof, suggesting that whether or not B is justifiable for S is a question that S is especially well situated to answer. That B is justifiable for S thus correlates closely with B’s acceptability to S.

Another reason why truth and acceptability are richly intertwined with respect to burden and benefit is that many of the experiences by which burdens and benefits are disclosed to us are evaluatively opaque to others. In an article regarding the decision to become a parent, L. A. Paul argues that this decision is complicated by the fact that parenthood itself is an epistemically “transformative experience,” an experience through which what it is like to be a parent is uniquely revealed (Paul, 2015). Because the experience of what it is like to be a parent is not available to nonparents, nonparents cannot properly gauge the value associated with being a parent. According to Paul, no amount of testimony from parents will adequately inform would-be parents about what parenthood is like. If Paul is correct, then deciding for oneself whether to become a parent is not a straightforward application of rational decision theory, wherein one identifies the range of possible outcomes of different choices one might make, assigns to each of these a probability of occurring given these choices, determines the value of these outcomes, and calculates the expected value of different choices. A fortiori, no one without such an experience could perform such a calculation on another’s behalf. The characteristics of Paul’s epistemically transformative experience are found in other human experiences wherein the benefits or burdens of some choice or event are disclosed to us. There is something that it is like to undergo certain burdens or to enjoy certain benefits, the elusive value of which cannot be wholly accessed through testimony, analogous reasoning, or even the most strenuous and searching exercises of empathetic imagination. There is something that it is like to suffer the pains of childbirth (and its joys); to be the first member of one’s family to be college educated; to watch a companion die in combat; to exert meaningful influence on the policies of one’s community; to suffer the casual surveillance that comes with being a member of a historically persecuted group; to witness the destruction of one’s home, business, or place of worship; or to set foot on a land to which one is a new immigrant. None of these events are such that those without firsthand engagement with them can adequately gauge how and to what extent they benefit or burden us.

The eudaimonic dimensions of such life events are therefore known most vividly to those who experience them. The centrality of the first-personal perspective to determining the reasonableness of an allocation of burdens and benefits is an empiricist criterion, akin to Mill’s well-known “competent judges” test. An experiential confrontation with a burden or a benefit is essential to knowing how burdensome or beneficial it is. The judgments of those acquainted with a given benefit or burden, particularly when untainted by any antecedent moral commitments affecting what burdens or benefits they are willing to accept, should thus enjoy our prima facie testimonial trust.

This claim should not be exaggerated. The first-personal perspective is our court of first appeal in determining the reasonableness of any benefit or burden. First-personal testimony regarding the weightiness of some benefit or burden establishes a burden of proof: this testimony should be trusted in the absence of reasons to the contrary, reasons to show that this testimony itself rests on unreasonable considerations or inferences. The first-personal perspective on burden and benefit thus has a kind of presumptive force, such that consulting those benefitted or burdened by some proposed theory is an a priori constraint on the justifiability of a set of burdens and benefits. But the first-personal perspective on benefit and burden is not infallible or beyond question. Some individuals may espouse views about the reasonableness of some allocation or burden or benefit that are self-serving and evidently unreasonable. Dickens’s Ebenezer Scrooge finds ordinary moral demands excessive while failing to recognize the burdensomeness of the demands he imposes on Bob Cratchit. His conception of the burdensomeness of what ordinary morality requires seems patently unreasonable. Notice, however, that this conclusion is vindicated by adducing reasons that speak against Scrooge’s judgments in this regard, which assumes that there is some presumption that even his judgments in this domain enjoy some minimal level of warrant. Likewise, we should be mindful that there are patterned affective distortions in how we view past experiences, distortions that could illicitly shape how individuals appraise various distributions of burdens and benefits associated with different moral theories. For instance, mood can distort our judgments of experiences (Haybron, 2005), and our memories may focus not on experiences as a whole but only on their peaks and ends (Kahneman, 2000). But the need for a non-esoteric justification of a moral theory’s benefits and burdens stems from the inadequacy of third-personal evaluations of the reasonableness of benefits and burdens for particular individuals. That inadequacy need not be remedied by supposing that the first-personal perspective is infallible—only that it is relevant to, and indispensable for, the justification of possible schedules of burdens and benefits. So long as we have reason to doubt the authoritativeness of the third-personal judgments of burdens and benefits, and minimal reason to invest the first-personal perspective with presumptive but defeasible authority, then in justifying the benefits and burdens of a moral theory, that justification must be non-esoteric. And it is difficult to know where else we might begin with comparative judgments of benefits and burdens except than with those benefitted or burdened. This is still consistent with our not ending our deliberation with those judgments.

Hence, if anyone is to be trusted regarding the benefits and burdens associated with a given experience or event, it is those who undergo that experience or event. Because there is not a “vantage point from which any and every person can rationally grasp whatever morally significant experiences a person might have” (Thomas, 1992–93, p. 233), we are owed a say in these judgments that is epistemic, not moral, in its rationale. In contrast, a detached theory builder is unlikely to have the “susceptibility to essentially particular interests” necessary to evaluate correctly the benefits and burdens of a proposed moral theory or principle (Walker, 1991, p. 766). Thus, the determination of how justifiable a moral theory’s distribution of benefits and burdens for an individual is cannot be discharged adequately by others alone, even by fully impartial others. For in making that determination, that proxy must ultimately rely upon the testimony of those who have experienced certain benefits and burdens firsthand.

Let’s retrace the argument of this section. When we consider whether a schedule of burdens and benefits B implied by some theory T is justifiable to some individual S, B’s acceptability to S is our court of first appeal. Lest I be misunderstood, I do not assert that (1) and (2) are equivalent propositions:

  1. B is a justifiable allocation of benefits and burdens for S.

  2. S accepts B as an allocation of burdens and benefits.

Nor am I claiming any order of explanation between (1) and (2)—for example, that (1) collapses into (2). Rather, I claim only that whatever conclusions we reach regarding (1)—itself a claim that must be justified if T is to be justified—cannot be justified absent knowledge of (2).

Proponents of T would thus be irrational not to ascribe prima facie weight to S’s testimony regarding B. Benefit and burden have an intrinsically first-personal epistemology wherein each human agent sits in an epistemically privileged position with respect to what benefits or burdens him or her and the degree to which that agent can endorse a proposed allocation of burdens and benefits.

6. EXTENDING THE ARGUMENT

The arguments of the previous section show that one particular portion of a moral theory—its allocation of burdens and benefits for those subject to its demands—cannot be esoteric in the sense that it cannot be justified esoterically. Any moral theory will imply some distribution of burdens and benefits once adopted. If I am correct about the epistemology of burden and benefit, then in order for a theory’s distribution of burdens and benefits to be justified, then all those subject to the theory’s requirements must be consulted regarding the justifiability of alternative such distributions. Even those experts in other components of moral theories (axiology, etc.) must, in order for the theory they propose to be justified, rely on the testimony of those affected by the theory’s distribution of benefits and burdens regarding the justifiability of said distribution. To identify justified principles regarding the benefits and burdens of a moral conception, we must access first-personal judgments accessible to us only though second-personal interaction with those benefitted or burdened.

Proponents of esoteric theories may rightly point out that this conclusion does not by itself show that there is anything suspect about a theory’s being esoteric. That a given distribution of burdens and benefits can be properly evaluated only by checking it against the first-personal judgments of those benefitted and burdened by it is compatible with thetheory not being embraced by some agents, including those benefitted or burdened. For suppose that some individuals find B, the distribution of benefits and burdens implied by T, unjustified. What then? One possibility is for proponents of T to modify T so that some other distribution of benefits and burdens, B’, emerges, and then for them to determine whether B’ is justifiable by consulting those benefitted or burdened by B‘. If those individuals find B’ reasonable, then the modified version of T—call it T’—could nevertheless be esoteric. For while one parcel of evidence relevant to selecting between T and T’ (the reasonableness of the burdens and benefits of each theory) cannot be justified esoterically, selecting between T and T’ could still be done by “insiders” without consulting S or others.

But it is not clear that proponents of esoteric theories can limit the impact of these conclusions about the epistemology of benefit and burden without imperilling esotericism.

For B is logically related to multiple claims in T, as well as to general theoretical desiderata. So (for instance) if a group of agents determined that the schedule of benefits and burdens generated by a given theory—let us again take act-consequentialism as an example—is unjustified, there are multiple options as to how to modify that theory so as to render that schedule more justified. Adherents of the theory may revise the theory’s understanding of the impartiality, modify its axiology or theory of value, change its criterion for right action (e.g., by adopting a satisficing instead of a maximizing consequentialist criterion), introduce a more nuanced set of deontic statuses, and so forth. Moral theory choice is a holistic enterprise, wherein theories are evaluated along multiple dimensions. In this respect, a moral theory faces the tribunal of reality as a “corporate body”—to use Quine’s famous image—not as a series of propositions understood in isolation from one another (1951, p. 36). This does not entail that moral theories must have a coherentist justificatory structure. It may turn out that the correct or best theory has a strongly foundationalist structure, with a single moral principle that serves as a basic or non-inferential claim. But the point here is simply that the unjustifiability of B does not dictate which of T’s claims should be modified to render T’s distribution of benefits and burdens justifiable. The diagnosis of the unjustifiability of B may turn out to implicate any substantive claim in T.

Admittedly, it would be possible for “insiders,” having drawn upon evidence provided by those benefitted by B or B‘ respectively, to decide between T and T’ without consulting the would-be outsiders. But having conceded the relevance of the outsiders’ judgments regarding the benefits and burdens of candidate theories, why ought the insiders to disregard their judgments with respect to other dimensions of those rival theories? After all, the outsiders presumptively care about more than the benefits and burdens they would undergo under T and T’. The outsiders can also occupy a third-personal point of view on moral questions, a point of view from which they can assess how a theory should (if at all) be modified in light of its imposing an unacceptable slate of burdens and benefits on them, and they may find themselves willing (say) to live with some slate of burdens and benefits if a moral theory implying that slate has other theoretical virtues. The reasonableness of living with a slate of benefit and burden, while (again) a matter of first-personal perspective with respect to its desirability, is not exhausted by that desirability. This is not to say that the outsiders’ point of view on other theoretical matters enjoys the same first-personal privilege that their judgments of benefit and burden do, or is as reasonable as that of “insiders.” Indeed, it probably is not. The theory-building insiders could simply ignore what others believe about the justifiability of a moral theory as a whole. But having conceded the relevance of outsiders’ judgments of benefit and burden to theory justification, theory-building insiders can deny the relevance of their other theoretical judgments only by insisting that such judgments are unreasonable.

Again, the benefits and burdens a moral theory subjects us to cannot be logically separated from the other statements the theory asserts. Hence, in checking whether B is justified, T’s insiders have little ground to stand on if they insist on disregarding the judgments of purported outsiders as to whether T is on the whole justifiable. The first-personal epistemology of burden and benefit is thus a foothold on which a more comprehensive rejection of esotericism can stand. The justification of a moral theory’s benefits and burdens may not be esoteric. But given the logical relation between a theory’s other elements and its distribution of benefits and burdens, the theory itself must be revealed to all agents as a candidate to be embraced by all. Thus, since the conditions for the justification of a moral theory are not esoteric, the theory itself cannot be justified merely esoterically.

7. OBJECTIONS AND REPLIES

Let me now consider several objections to my understanding of the esotericism objection and its force.

First, it may appear that my argument implies that any moral theory can be accepted only provisionally. For if a moral theory must be subject to public endorsement and embrace, then any theory already found to be plausible could be upended if it cannot enjoy this endorsement and embrace.

To some extent, this is correct: my understanding of the esotericism objection is congruent with a fallibilist conception of moral epistemology, one in which any of our moral knowledge could have turned out to not to be knowledge (Reed, 2002). But I take this fallibilist understanding of moral epistemology to be sensible in light of the difficulties in attaining moral knowledge, pervasive moral disagreement, and the like. This does not entail that every moral theory is equally plausible, nor that no moral theory could ever be sufficiently justified to enjoy our ongoing practical assent.

Second, it may seem that advocates of publicity against esotericism in moral theory are open to the charge that their position makes the acceptability of a moral theory hinge upon the irrational convictions of the masses. No doubt some interlocutors espouse moral convictions that are patently irrational. Indeed, one need not be sympathetic to esotericism to concur with Sidgwick that common moral understandings can be so haphazard or ramshackle that they deserve no place in a “scientifically complete and reflective form” of ethics. Why should we not, as Sidgwick proposes, assign the responsibility of selecting and overseeing a community’s morality to a “class of persons defined by exceptional qualities of intellect, temperament, or character” (1874, IV , iii, §1)?

In one respect, this objection simply overlooks the central claim of my argument—namely, that moral theories’ distribution of burdens and benefits is an aspect of morality for which even those of “exceptional qualities of intellect, temperament, or character” must consult “the masses.” However, this objection also highlights that moral theories must nevertheless answer to constraints on rational inquiry into morality. These constraints must, on the one hand, acknowledge the first-personal claims regarding benefits and burdens articulated in the previous sections, while at the same time subjecting moral conceptions as a whole to rational standards capable of countermanding irrationality. Habermas (1990) offers us a model of public moral discourse that satisfies these constraints. On his model, individuals attempt to arrive at universally valid moral principles by participating in an argumentative praxis defined by certain discursive rules. Whatever consensus emerges from this praxis is epistemically legitimated by its being generated by inquiry conducted on the basis of those rules, rules designed (as Habermas puts it) so that “in discourse the unforced force of the better argument prevails.” A discourse so constrained precludes esoteric theories from consideration because truth and acceptance conditions effectively converge on this model of inquiry. Such a model allows for claims to be introduced into discourse on the basis of their first-personal epistemic credentials. Hence, individuals’ claims regarding the weightiness of the burdens or benefits generated by a proposed moral principle have a place at the deliberative table. At the same time, though, the first-personal pedigree of such claims does not exempt them from intersubjective scrutiny, and instances of such claims neither decisively vindicate nor decisively refute candidate moral principles or theories. Hence, with such procedural constraints in place, we are not compelled to choose between publicity and (minimal) rationality. My purpose is not to defend Habermas’s particular picture of moral discourse here. I merely emphasize that while unconstrained moral inquiry that honours first-personal insights regarding the weightiness of moral burdens and benefits might heedlessly incorporate irrational prejudices, moral inquiry suitably constrained by evidential or discursive norms need not.

My aim has been to identify an understanding of the esotericism objection that is theory-neutral—that is, that does not rest on substantive, first-order moral commitments or contentious theoretical claims about morality. Advocates of esoteric theories, esoteric consequentialists in particular, may claim that the lynchpin of my argument against such theories, the largely first-personal character of the epistemology of benefit and burden, works from a conception of justification they reject. Indeed, as I have presented it, moral epistemology has a strongly contractualist flavour. More specifically, claims about benefit and burden are subject to the requirement that they must be judged justifiable to those subject to them, where this entails that those actually benefitted or burdened (not a proxy or a theorist) determine this. Defenders of esoteric theories may complain that this seems to tilt the scales against their theories ab initio. They may in fact detect the residue of substantive complaints about the place consequentialism assigns to the individual point of view—for example, Scheffler’s complaint that consequentialist moral theories incorrectly assume that “human pains are individually measurable, interpersonally comparable, and ultimately compensable from the standpoint of eternity” (Scheffler, 1994, p. 117).

This charge is unwarranted, however. In arguing that the first-personal epistemology of benefit and burden precludes moral theories being esoteric I have not argued for any thesis that bars any substantive moral theory from due consideration. It could be the case that, after participating in ideal discourse, moral agents select, for example, a form of agent-neutral consequentialism, having concluded that the benefits and burdens of that theory are justifiable in their eyes. Hence, in saying that the benefits and burdens implied by a moral theory must be “justifiable,” to those subject to it, I simply invoke a placeholder notion, not any substantive conception of justifiability or what agents, individually or collectively, would find it justifiable to accept. That individuals are in a distinctive epistemic position to appraise how weighty a set of burdens and benefits is for them does not imply that they are epistemic authorities regarding how the weightiness of burdens and benefits is to be factored into the evaluation of moral theories overall. And while my arguments regarding the first-personal epistemology of burden and benefit do imply that the weightiness of burdens and benefits can be appreciated only from the various first-personal points of view, they do not entail any substantive claims about the ultimate measurability, comparability, and the like of those burdens and benefits.

These remarks suffice to show that my effort to make sense of the esotericism objection is neutral in its implications. Yet proponents of esoteric theories may question whether this effort is also neutral as regards its justification. Why, they may demand, should esoteric consequentialists (for example) accept that a moral theory must be justifiable to, and indeed justified to, those subject to it in the first place? Such theorists may dig in their heels, insisting that moral justification is impersonal, with no accommodation to first-personal perspectives.

I have attempted to show that the considerations that most fundamentally speak against an esoteric theory are epistemic in nature. Insofar as moral theories generate allocations of burdens and benefits, those subject to such allocations must be consulted in order for those theories to be justified. Note that this demand is not a moral demand, rooted (say) in respect for persons, in the irreducible normative significance of subjectivity, or in something similar. Rather, the demand stems from the way in which first-personal perspectives provide essential evidence regarding the justifiability of such allocations. If I am correct that this is a genuine demand on the justification of moral theories, then its rationale is epistemic, and hence theory neutral. Particularly stubborn esoteric theorists may then ask why they ought to accept even an ostensibly theory-neutral desideratum that implies the falsity of their esoteric theories. Here I point out that rejecting theory-neutral desiderata on such grounds seems to reflect a radical perspectivalism on theory justification. For it would be extremely surprising if there were not some theory-neutral desiderata that apply to rival moral theories. Were there not, it would be difficult to see what adherents of a given theory, esoteric or otherwise, could appeal to in order to compel the assent of anyone not already convinced of it. This is not to deny that the desiderata for moral theory choice are controversial and stand in a dynamic relationship with moral theories themselves—that is, that we home in on these desiderata in part by considering what they imply regarding the acceptability of otherwise plausible moral theories. But unless esoteric theorists reject outright that there are theory-neutral desiderata, they must offer non-question-begging reasons why the desideratum proposed here—again, that the allocation of burdens and benefits must be justifiable in relation to the first-personal perspectives of those subject to it—should be rejected, lest their complaints about this desideratum appear disingenuous or ad hoc.

Consider a final objection: Ben Eggleston (2013) has argued against publicity as a condition of accepting a moral theory on the grounds that the requirement is implausibly demanding, as evidenced by the fact that “nearly all moral theories,” not just consequentialist ones, violate it. Eggleston observes that even nonconsequentialist theories, theories that do not require agents to bring about the best possible outcomes, often incorporate a “disaster-avoidance provision” requiring agents to avert disasters, where disasters are outcomes that are much worse than every alternative. He then reasons as follows: Suppose that an agent faced two options. The outcome of option A is worse enough in comparison with option B to count as a disaster according to some disaster-avoiding theory T. Hence, T enjoins the agent to choose A. However, A involves, either as a means to its intended result or as a side effect, that at least some of the agents to whom T applies will no longer deliberate with reference to T, rendering T esoteric. T thus violates the publicity condition. Eggleston takes this argument to show that every disaster-avoiding theory violates the publicity condition, and since every consequentialist theory is disaster avoiding and a wide spectrum of nonconsequentialist theories are disaster avoiding, then nearly all theories countenance the violation of the publicity condition in order to avoid disasters that those theories enjoin agents to avoid. Every moral theory has reason to “go esoteric” in extraordinary circumstances.

Eggleston’s argument does not, in my estimation, show that esoteric theories are plausible. As we noted at the outset, esoteric theories recommend that a theory not be embraced, where this involves believing the theory and putting the theory to deliberative use. But there is no contradiction between the demands of publicity and the scenario where adherents of theory T knowingly opt not to deliberate by reference to T for T-based reasons. Indeed, we could well imagine a council of moral agents, all of whom embrace T, all operating under the discursive constraints that Habermas offers and deciding that the avoidance of disaster morally justifies some of these agents’ departing from T in their deliberations. But even in justifying these departures from T, they would be operating within the demands set by T, a theory they believe as a result of inquiry that satisfies the conditions for public deliberation. This is no more paradoxical than a constitution empowering a chief executive to temporarily suspend certain constitutional provisions in times of crisis. Eggleston’s argument thus reminds us that most any moral theory can be developed in a two-level, or “sophisticated,” version, wherein agents sometimes deploy the theory’s fundamental claims but sometimes utilize claims or principles derived from these fundamental claims. But a theory that one believes without always deploying directly in deliberation is not genuinely esoteric.

8. CONCLUSION

We are now in a position to appreciate how esoteric moral theories manifest what Walker has identified as a “suspicious convergence of a certain model of moral theory and a distinctly modern disciplinary perspective and managerial point of view” (2003, p. 93). Esoteric theories countenance viewing moral agents not as participants in moral inquiry, but as a medium in which moral conceptions are to be realized. Many have found this morally worrisome. I have argued that there is no non-question-begging way to vindicate these moral worries. The worries that esoteric theories raise are instead epistemic. They present moral theorizing in far too idealized and abstract a way and, in so doing, fail to lend their substantive claims the epistemic credibility they need, especially as regards the justifiability of living with and under those claims. Once this is conceded, a moral theory in toto requires for its justification the kind of engagement with common moral opinion that entails that the theory be embraced by those subject to it. Even if proponents of esoteric morality do not acknowledge this conclusion, I hope to have shown that the esotericism objection need not remain an inchoate or easily dismissed complaint.