In it he talks about the value of literacy. As part of his argument he says (i'm quoting from this report of the speech):
I was once in New York, and I listened to a talk about the building of private prisons – a huge growth industry in America. The prison industry needs to plan its future growth – how many cells are they going to need? How many prisoners are there going to be, 15 years from now? And they found they could predict it very easily, using a pretty simple algorithm, based on asking what percentage of 10 and 11-year-olds couldn’t read...
It’s not one to one: you can’t say that a literate society has no criminality. But there are very real correlations.
Is he right? What's the evidence? Does illiteracy in the young correlate with criminal behaviour later?