WEBVTT

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Welcome in. If you're joining us for this custom

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deep dive, we know exactly who you are. We really

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do. You are the learner. You're that person who

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wants to gain a thorough, nuanced understanding

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of the world. And you appreciate looking at complex

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issues from multiple angles. Right. You live

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for those aha moments where the puzzle pieces

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finally snap together. But, you know, you want

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to get there without drowning in dense academic

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information overload. Exactly. Imagine this.

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You catch a company red -handed making a discriminatory

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decision, but the legal system tells you that

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they don't owe you a single dime in damages.

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Seems completely contradictory, doesn't it? It

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really does. It sounds completely broken. But

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that paradox... is exactly what we are here to

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untangle today. And it really is a fascinating

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paradox. We are looking at a very specific, highly

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strategic corner of employment law under Title

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VII of the Civil Rights Act of 1964. Okay. It's

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a concept known as mixed motive discrimination.

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And the reason this is so relevant to you, as

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someone who studies how the world actually works,

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is that human decisions are almost never simple.

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I mean, that's just life, right? Exactly. We

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rarely do things for just one pure reason. The

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reality of the modern workplace is incredibly

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messy. So messy. Right. And the legal system

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has had to build some remarkably complex frameworks

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to handle that reality. The law can't just throw

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its hands up when a situation isn't black and

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white. OK, let's unpack this because. It sounds

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like we're dealing with a lot of gray area here.

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We absolutely are. Let's start by laying out

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the core definition of what we even mean by mixed

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motive. Sure. We're talking about situations

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where there is proven intentional discrimination

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in an employment decision. Say. a firing or a

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failure to promote. But the employer turns around

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and claims that they had a completely valid legal

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reason to make that exact same decision anyway.

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That's the crux of it. Picture a scenario where

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an employer clearly acts with discriminatory

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animus toward a protected class. Like based on

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race or gender or religion. Exactly. But simultaneously,

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that same employee was wildly underperforming

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or maybe they explicitly broke a major well -documented

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company policy. Right. So the employer's argument

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in court essentially becomes, yes, there was

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an illegitimate factor at play in our decision

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making process. But we would have fired this

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person regardless because of this other entirely

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legitimate factor. Let me jump in there because

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this is where the stakes get incredibly real

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for anyone involved in a lawsuit like this. According

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to these specific provisions in the Civil Rights

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Act, specifically 42 U .S .C. Section 2000E5G2,

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if the employer can demonstrate what is called

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a same -decision defense, they can completely

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avoid liability for money damages. That's the

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paradox we mentioned earlier. Right. And they

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only have to prove this by a preponderance of

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the evidence, which just means they have to convince

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a jury that it is 51 % likely. just more likely

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than not that they would have made the exact

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same decision even without the discriminatory

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factor. And we really need to emphasize what

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avoiding those money damages actually means in

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practice. Yeah, let's break that down. If the

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employer successfully tips that scale and proves

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the same decision defense, the consequences for

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the employee who brought the lawsuit are severe.

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The law explicitly takes the biggest financial

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remedies off the table. Which means what exactly?

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The plaintiff gets no order of reinstatement.

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which means they do not get their job back. Wow.

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Furthermore, they are prohibited from receiving

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any substitutes like back pay for the wages they

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already lost or front pay for the wages they

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will lose in the future. Wait, hold on. Let me

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make sure I'm hearing this right. Go ahead. If

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I'm the plaintiff and I just proved to a court

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that my employer was intentionally discriminating

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against me, but they managed to prove they would

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have fired me anyway. Because of the separate

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legitimate reason. Right. Because I was late

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a bunch or whatever. I don't get my job back

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and I don't get a single dollar of my lost wages.

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What exactly do I get? Doesn't that just give

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businesses a free pass to harder prejudice as

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long as they can find a typo on my resume? I

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know. It's a very limited set of remedies, which

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is why it feels so jarring. If the same decision

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defense is proven, the plaintiff is essentially

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only entitled to declaratory and injunctive relief

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alongside their attorney's fees and court costs.

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OK, let's define those for the listener. Declaratory

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relief basically means the court issues a formal

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statement, a declaration saying, yes, your civil

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rights were violated. Correct. And injunctive

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relief means the court can order the employer

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to stop the discriminatory behavior going forward.

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Exactly. Plus, they have to pay your lawyers.

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But the employee themselves walks away without

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a financial payout for their own economic suffering.

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It is a profound compromise by the legal system.

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It's designed to acknowledge the wrongdoing and

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force the company to correct its behavior. Hence

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the injunction and the attorney's fees, which

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punish the employer and incentivize lawyers to

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actually take these civil rights cases. Because

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without attorney's fees, no lawyer would take

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a case where the client isn't getting a payout.

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Exactly. But at the same time, the law refuses

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to grant a financial windfall to an employee

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who legitimately deserved to be fired for other

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reasons. It's addressing a situation where both

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sides are essentially pointing to a truth. Which

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brings us to how we actually got to this compromise.

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We had to travel back to 1989 to a landmark Supreme

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Court case that absolutely shaped this landscape.

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We were talking about Pricewaterhouse v. Hopkins.

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Volume 490, U .S. Reports, page 228 for those

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keeping track. Right. This is the case that really

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blew the doors open on how these messy dual motive

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situations are handled in court. What's fascinating

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here is the sheer human complexity of the facts

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in the Pricewaterhouse case. The facts. are wild.

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They really are. Ann Hopkins was a senior manager

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at the accounting firm Price Waterhouse. By all

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objective metrics, she was a stellar performer.

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She secured a massive multi -million dollar contract

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for the firm. She billed more hours than almost

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any other candidate up for partnership that year.

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She was a star. But when she was proposed for

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partnership, she was put on hold and eventually

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denied. And the reasons she was denied are where

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the mixed motives come into play. On one hand,

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you had undeniable evidence of gender discrimination.

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The partners evaluating her literally submitted

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written comments saying she was macho, that she

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overcompensated for being a woman. Which is just

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blatant. Oh, it gets worse. Incredibly, one partner

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advised her that to improve her chances for partnership,

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she needed to walk more femininely, talk more

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femininely, dress more femininely, wear makeup,

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have her hair styled, and wear jewelry. It is

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staggering to hear those comments read aloud

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today. Yeah. That is the illegitimate discriminatory

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motive staring you right in the face. But on

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the other hand, Hopkins also had well -documented

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interpersonal issues. Right. The other side of

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the coin. Staff members found her abrasive, overly

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aggressive and difficult to work with. She routinely

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clashed with staff. So the firm argued we didn't

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deny her partnership because she's a woman. We

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denied it because she lacked the interpersonal

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skills required of a partner. It's the ultimate

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collision of right and wrong on both sides. So

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how did the Supreme Court untangle that? Because

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they have these two competing truths sitting

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right in front of them. The Supreme Court handed

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down a pivotal ruling. They decided that a plaintiff

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does not need to prove that discrimination was

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the sole reason for the employment decision.

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Which is huge. It's a game changer. If the plaintiff

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can prove that discrimination was a motivating

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factor, even if other legitimate factors existed,

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the burden then shifts to the employer. The employer

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then has to prove by a preponderance of the evidence

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that they would have made the exact same decision

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even if they hadn't considered the discriminatory

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factor. So if we look at the Ann Hopkins case,

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she didn't have to prove that her interpersonal

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skills were perfect. She didn't have to prove

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everyone loved working with her. Right. She just

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had to prove that the blatant gender stereotyping

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played a role in the decision. Once she did that,

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the firm had to prove they would have denied

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her partnership based only on her abrasiveness.

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This ruling was massive because it finally recognized

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that discrimination is rarely the only thing

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sitting at the table when a hiring or firing

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decision is made. Precisely. And it also established

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that plaintiffs don't necessarily need a smoking

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gun to win these cases. Before this, many courts

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struggled with how to handle cases where employers

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were hiding behind legitimate reasons. illegitimate

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reasons were clearly lurking in the background.

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So what does this all mean for a lawyer who is

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sitting at their desk today looking at a stack

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of evidence, trying to figure out how to classify

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a case? How did they know what kind of legal

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battle they're actually walking into? That takes

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us into the intricate mechanics of how these

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trials are actually fought. To understand the

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modern landscape, we look to a 2002 case from

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the Third Circuit Court of Appeals called Fackett

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v. Aetna, Inc. Okay. This case clearly delineated

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the traditional dividing line between what courts

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call a true mixed motive case and what they call

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a pretext case. And that dividing line is all

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about the type of evidence the employee brings

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to the table. Let's break down those two paths

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for the listener. The first path is the direct

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evidence path. If the plaintiff actually has

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direct evidence showing that the employer's decision

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was motivated by animus toward a protected class

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like the written comments in the Price Waterhouse

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case telling her to wear more makeup, then the

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court classifies it as a mixed motive case. Got

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it. When that happens, the judge gives the jury

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a very specific instruction on how to weigh those

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competing motives using the framework we just

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discussed. But let's be real. Direct evidence

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is incredibly rare. Very rare. Employers today

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usually don't write down that they want someone

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to go to charm school or put their prejudices

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in a memo. So what happens when the employee

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doesn't have that smoking gun? What if they only

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have circumstantial puzzle pieces? That takes

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us to the second path, the circumstantial evidence

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path. If the evidence of discrimination is only

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indirect, the case is traditionally classified

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as a pretext case. A pretext case. Right. And

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in a pretext case, the courts don't use the mixed

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motive instructions. Instead, they use a highly

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choreographed legal mechanism called the McDonnell

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-Douglas burden shifting framework. The McDonnell

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-Douglas burden shifting framework. Yeah. That

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sounds like a complex legal chess maneuver. It

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really is. Let's actually walk through what that

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looks like in action, because it's crucial for

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understanding how these cases are fought. Essentially

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a three step dance. Right. It is exactly a three

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step dance. Step one. The employee has to establish

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a basic surface level case of discrimination.

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They have to show they are in a protected class.

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They were qualified for the job. They were fired

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or suffered an adverse action. And the circumstances

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look suspicious. It's a relatively low bar. Very

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low bar. Just enough to get the court's attention.

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OK. So then the ball is in the employer's court.

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Step two. Step two. The burden shifts to the

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employer. The employer now has to articulate

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a legitimate, non -discriminatory reason for

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the firing. They don't have to prove it was the

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actual reason. They just have to state a valid

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legal reason. For example, we fired him because

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he was late three times last month. Exactly.

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Which brings us to the final, hardest step. Step

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three. The ball goes back to the employee. Right.

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In step three, the employee has to prove that

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the employer's stated reason is a pretext, meaning

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it's a cover -up. Hence the name, pretext case.

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Yes. The employee has to show that they weren't

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actually fired for being late, but that the lateness

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is just a convenient excuse to hide the real

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discriminatory reason. So in a pretext case,

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it's an all -or -nothing battle. You are arguing

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that the employer's legitimate reason is completely

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fake, whereas in a mixed motive case, you are

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admitting, The legitimate reason might be real,

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but the discriminatory reason was also real.

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Exactly. You're trying to say that the fake reason

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was just a smokescreen. This raises an important

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question, though, because the Supreme Court threw

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a massive wrench into this clean division in

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2003 with a case called Desert Palace Inc. v.

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Costa. Another landmark case. Oh, absolutely.

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The court recognized exactly what you just pointed

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out. Direct evidence is almost impossible to

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find. So in Desert Palace, the Supreme Court

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ruled that a plaintiff does not need direct evidence

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to get a mixed motive jury instruction. Wait.

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Yes. They can use circumstantial evidence to

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prove that discrimination was a motivating factor.

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Wow. So Desert Palace essentially blurred the

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lines. It allowed employees to use the puzzle

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pieces, the circumstantial evidence, not just

00:12:34.860 --> 00:12:37.440
to prove a cover up in a pretext case, but to

00:12:37.440 --> 00:12:39.700
argue that it was a mixed motive situation. It

00:12:39.700 --> 00:12:42.340
absolutely did. That must have sent shockwaves

00:12:42.340 --> 00:12:44.259
through the strategies of employment lawyers

00:12:44.259 --> 00:12:47.129
everywhere. It fundamentally changed how employers

00:12:47.129 --> 00:12:50.309
have to defend themselves because suddenly circumstantial

00:12:50.309 --> 00:12:52.450
evidence became much more dangerous. They couldn't

00:12:52.450 --> 00:12:54.929
just brush off indirect evidence anymore. Here's

00:12:54.929 --> 00:12:57.610
where it gets really interesting, because all

00:12:57.610 --> 00:13:00.350
of these definitions, the evidence paths and

00:13:00.350 --> 00:13:03.789
the Supreme Court rulings lead to what is essentially

00:13:03.789 --> 00:13:07.210
a high stakes psychological chess match between

00:13:07.210 --> 00:13:09.590
the employer and the employee. It really is a

00:13:09.590 --> 00:13:11.570
game of chess. We have some incredible analysis

00:13:11.570 --> 00:13:14.330
on this from a 2005 article published in the

00:13:14.330 --> 00:13:17.250
St. Mary's Law Journal. It's titled Much Ado

00:13:17.250 --> 00:13:19.690
About Nothing, written by Matthew Scott and Russell

00:13:19.690 --> 00:13:22.509
Chapman. They break down the strategic game theory

00:13:22.509 --> 00:13:25.620
of these laws brilliantly. The Scott and Chapman

00:13:25.620 --> 00:13:28.600
article is fantastic because it strips away the

00:13:28.600 --> 00:13:30.700
legalese and looks at the strategic tradeoffs.

00:13:30.840 --> 00:13:33.259
It shows how the law attempts to balance the

00:13:33.259 --> 00:13:35.700
scales of justice based entirely on the defensive

00:13:35.700 --> 00:13:38.120
posture the employer chooses to take. Right.

00:13:38.179 --> 00:13:41.019
They lay out two contrasting scenarios that every

00:13:41.019 --> 00:13:43.820
employment lawyer has to agonizingly weigh before

00:13:43.820 --> 00:13:45.700
walking into the courtroom. Let's set up the

00:13:45.700 --> 00:13:48.000
board for these two scenarios. Scenario A is

00:13:48.000 --> 00:13:50.519
the traditional pretext case, right under 42

00:13:50.519 --> 00:13:54.480
U .S .C. Section 2000E2A. In this scenario, the

00:13:54.480 --> 00:13:57.679
employer completely disavows any illegal motive

00:13:57.679 --> 00:14:00.120
whatsoever. Total denial. They stand firm, they

00:14:00.120 --> 00:14:02.340
dig their heels in, and they profess that they

00:14:02.340 --> 00:14:04.539
had only a non -discriminatory motive for firing

00:14:04.539 --> 00:14:06.919
the employee. We fired them for being late, period.

00:14:07.100 --> 00:14:09.509
Nothing else played a role. Right. The employer

00:14:09.509 --> 00:14:12.149
in scenario A is taking a hard line stance of

00:14:12.149 --> 00:14:14.029
absolute innocence regarding discrimination.

00:14:14.389 --> 00:14:16.509
Now, when the employer does this, it forces the

00:14:16.509 --> 00:14:18.529
plaintiff into a very difficult position. Because

00:14:18.529 --> 00:14:21.450
of the burden of proof. Exactly. The plaintiff

00:14:21.450 --> 00:14:23.549
now has to prove that the challenge employment

00:14:23.549 --> 00:14:26.769
action was taken because of their race, gender,

00:14:26.909 --> 00:14:29.809
religion, etc. The legal standard is because

00:14:29.809 --> 00:14:32.129
of, which is an incredibly high bar. It's all

00:14:32.129 --> 00:14:34.450
or nothing. Right. You essentially have to prove

00:14:34.450 --> 00:14:36.809
that if the discrimination hadn't existed, the

00:14:36.809 --> 00:14:38.879
firing wouldn't have happened. It's a massive

00:14:38.879 --> 00:14:41.600
burden for the employee to carry. But, and this

00:14:41.600 --> 00:14:44.519
is the gamble for the employer, if the employee

00:14:44.519 --> 00:14:47.039
is successful in proving that the action was

00:14:47.039 --> 00:14:49.740
taken because of that discrimination, they hit

00:14:49.740 --> 00:14:52.200
the jackpot. They certainly do. As Scott and

00:14:52.200 --> 00:14:54.679
Chapman point out, the successful plaintiff in

00:14:54.679 --> 00:14:58.100
Scenario A is entitled to the full panoply of

00:14:58.100 --> 00:15:01.190
damages. Reinstatement. Back pay, front pay,

00:15:01.350 --> 00:15:04.149
emotional distress, the works. The employer took

00:15:04.149 --> 00:15:06.649
a hard line, they lost the gamble, and now they

00:15:06.649 --> 00:15:08.870
pay the maximum financial penalty. Exactly. It's

00:15:08.870 --> 00:15:11.450
a high risk, high reward strategy for both sides.

00:15:11.789 --> 00:15:14.090
Now let's look at scenario B, the mixed motive

00:15:14.090 --> 00:15:17.549
case under 42 USC section 2000 E2 meter. The

00:15:17.549 --> 00:15:20.269
other side of the chessboard. Precisely. In this

00:15:20.269 --> 00:15:22.870
scenario, the employer takes a completely different

00:15:22.870 --> 00:15:26.899
posture. The employer is somewhat contrite. They

00:15:26.899 --> 00:15:30.139
either openly admit to a partially discriminatory

00:15:30.139 --> 00:15:33.379
reason or they look at the evidence the employee

00:15:33.379 --> 00:15:36.460
has gathered and realize, OK, a jury is going

00:15:36.460 --> 00:15:39.320
to believe that bias played a role here. They

00:15:39.320 --> 00:15:42.080
see the writing on the wall. But crucially, while

00:15:42.080 --> 00:15:45.120
they concede the improper motive, they deploy

00:15:45.120 --> 00:15:48.139
the same decision defense. They claim they still

00:15:48.139 --> 00:15:50.159
would have taken the same action anyway because

00:15:50.159 --> 00:15:52.580
the employee was terrible at their job. So they're

00:15:52.580 --> 00:15:55.379
walking into court and saying. Yes, part of our

00:15:55.379 --> 00:15:57.379
reasoning was discriminatory and we shouldn't

00:15:57.379 --> 00:15:59.259
have done that, but we still would have fired

00:15:59.259 --> 00:16:01.200
them because they stole from the cash register.

00:16:01.379 --> 00:16:03.419
Right. This is where the concept of quid pro

00:16:03.419 --> 00:16:06.399
quo comes into play. A legal this for that. And

00:16:06.399 --> 00:16:08.779
that is the perfect term for it. As the authors

00:16:08.779 --> 00:16:11.799
of the article emphasize, no jury takes an admitted

00:16:11.799 --> 00:16:15.179
improper motive lightly. It is a terrifying thing

00:16:15.179 --> 00:16:17.740
for a corporate lawyer to advise their client

00:16:17.740 --> 00:16:20.700
to admit to discriminatory reasoning. I can imagine.

00:16:20.820 --> 00:16:23.200
You're basically handing the plaintiff a massive

00:16:23.200 --> 00:16:26.100
PR victory and angering the jury right out of

00:16:26.100 --> 00:16:29.269
the gate. However, the legal quid pro quo makes

00:16:29.269 --> 00:16:33.070
it incredibly tempting by admitting it and successfully

00:16:33.070 --> 00:16:35.830
proving the legitimate reason the employer's

00:16:35.830 --> 00:16:37.950
financial risk plummets. Because of those cap

00:16:37.950 --> 00:16:40.590
damages we talked about. Exactly. As we discussed

00:16:40.590 --> 00:16:42.889
at the very beginning, their liability is reduced

00:16:42.889 --> 00:16:45.909
to declaratory relief, injunctions and attorney's

00:16:45.909 --> 00:16:49.110
fees. They completely eliminate the risk of massive

00:16:49.110 --> 00:16:51.990
back pay or front pay awards. They essentially

00:16:51.990 --> 00:16:54.909
put a hard cap on their financial bleeding. But

00:16:54.909 --> 00:16:57.830
what is the quid pro quo for the plaintiff? Why

00:16:57.830 --> 00:17:00.309
would an employee ever agree to fade a mixed

00:17:00.309 --> 00:17:03.929
motive battle if the payout is so small? In exchange

00:17:03.929 --> 00:17:05.990
for the employer getting that reduced financial

00:17:05.990 --> 00:17:08.829
risk, the plaintiff gets the benefit of a much

00:17:08.829 --> 00:17:11.369
lower standard of liability. Remember, in scenario

00:17:11.369 --> 00:17:14.210
A, the plaintiff had to prove the firing happened

00:17:14.210 --> 00:17:16.170
because of the discrimination. Y 'all are nothing

00:17:16.170 --> 00:17:19.450
standard. Right. In scenario B, the mixed motive

00:17:19.450 --> 00:17:22.029
case, the plaintiff only has to prove that the

00:17:22.029 --> 00:17:24.660
discrimination was a motivating factor. They

00:17:24.660 --> 00:17:26.359
don't have to prove it was the sole cause or

00:17:26.359 --> 00:17:28.500
even the main cause. They just have to prove

00:17:28.500 --> 00:17:30.740
it was in the room and played a part in the decision.

00:17:31.019 --> 00:17:35.400
It is an absolute seesaw of legal strategy. You

00:17:35.400 --> 00:17:38.180
are directly balancing the burden of proof against

00:17:38.180 --> 00:17:41.079
financial damages. If you make it easier to prove

00:17:41.079 --> 00:17:43.900
liability, you lower the damages. If you demand

00:17:43.900 --> 00:17:46.319
maximum damages, you have to meet the hardest

00:17:46.319 --> 00:17:48.599
burden of proof. That's the architecture of the

00:17:48.599 --> 00:17:51.500
law. It's brilliant, but it's also incredibly

00:17:51.500 --> 00:17:53.180
cynical when you think about it from a human

00:17:53.180 --> 00:17:55.160
perspective. If we connect this to the bigger

00:17:55.160 --> 00:17:58.000
picture, this deep dive perfectly illustrates

00:17:58.000 --> 00:18:00.980
why the law can't afford to be purely idealistic.

00:18:01.220 --> 00:18:03.920
The law isn't always a blunt instrument of absolute

00:18:03.920 --> 00:18:06.160
right and wrong. No, it really isn't. In these

00:18:06.160 --> 00:18:08.519
mixed motive cases, the legal system is acknowledging

00:18:08.519 --> 00:18:11.420
that two completely contradictory truths can

00:18:11.420 --> 00:18:14.789
exist at the exact same time. An employer can

00:18:14.789 --> 00:18:17.609
harbor deeply illegal prejudice and an employee

00:18:17.609 --> 00:18:20.190
can legitimately deserve to be terminated for

00:18:20.190 --> 00:18:22.269
their performance. It's the grayest of gray areas.

00:18:22.490 --> 00:18:25.470
Exactly. The law has to look at both of those

00:18:25.470 --> 00:18:28.890
truths, weigh them on a calibrated scale, and

00:18:28.890 --> 00:18:31.109
find a way to assign liability that reflects

00:18:31.109 --> 00:18:34.710
that messy reality. It's designed to discourage

00:18:34.710 --> 00:18:36.890
discrimination by slapping the employer with

00:18:36.890 --> 00:18:39.410
attorney's fees and injunctions without forcing

00:18:39.410 --> 00:18:42.369
businesses to retain or provide windfall payouts

00:18:42.369 --> 00:18:44.769
to employers. They genuinely had a right to fire.

00:18:44.970 --> 00:18:47.390
We've covered incredible ground today. We moved

00:18:47.390 --> 00:18:49.309
from the foundational definitions of the same

00:18:49.309 --> 00:18:52.150
decision defense, explored the human drama of

00:18:52.150 --> 00:18:55.289
Pricewaterhouse v. Hopkins, untangled the complex

00:18:55.289 --> 00:18:58.009
burden shifting frameworks, and finally analyzed

00:18:58.009 --> 00:18:59.869
the high stakes game theory of the courtroom.

00:19:00.069 --> 00:19:02.549
We really untacked a lot. But before we wrap

00:19:02.549 --> 00:19:04.769
up, we want to leave you with one final provocative

00:19:04.769 --> 00:19:06.910
thought to mull over as you go about your day.

00:19:07.170 --> 00:19:09.250
Take everything we've just discussed about the

00:19:09.250 --> 00:19:11.710
strategic quid pro quo and ask yourself this.

00:19:12.109 --> 00:19:15.069
If the Leo system intentionally allows an employer

00:19:15.069 --> 00:19:17.410
to escape paying financial damages to an employee

00:19:17.410 --> 00:19:19.130
by proving they would have fired them anyway,

00:19:19.329 --> 00:19:21.670
does that setup successfully protect businesses

00:19:21.670 --> 00:19:24.750
from unwarranted payouts? Or does it inadvertently

00:19:24.750 --> 00:19:26.910
create a discount for admitting to prejudice?

00:19:27.559 --> 00:19:29.960
It's a profound question that really challenges

00:19:29.960 --> 00:19:32.480
how we define justice in a flawed world. It really

00:19:32.480 --> 00:19:35.000
does. Thank you so much for joining us on this

00:19:35.000 --> 00:19:37.799
deep dive. Keep feeding that natural curiosity

00:19:37.799 --> 00:19:40.440
of yours. Keep looking for those multiple perspectives.

00:19:40.539 --> 00:19:43.359
And remember that no matter how complex the topic,

00:19:43.519 --> 00:19:45.920
there is always more beneath the surface to explore.

00:19:46.079 --> 00:19:47.380
We will catch you on the next one.
