Fletcher Investor
On the Fletcher Investor Podcast, we look at Fletcher’s performance, compare it to the broader stock market, and discuss what the signals may mean for investors.
Episodes
23 episodes
Friday Report October 16, 2026
Nothing like experiencing volatility first hand. Let's look at the week that was kind of a bummer.
Friday Report October 9, 2026
How "Sharpe" is Fletcher? Kyle reveals some of the factors effecting Fletcher's Sharpe Ratio and works to answer the question of volatility.
Friday Report October 2, 2026
Is volatility bad? What about concentration? Kyle talks a little about how he plans for and mitigates the downside risk with his personal volatile concentrated approach.
Friday Report September 25, 2026
September continues to be strong for Fletcher. Kyle shares his personal doubts and admits to his emotional bent. He also has a little something to say about Dolly Pardon.
Friday Report September 18, 2027
Fed raised rates and Fletcher continues to outperform the S&P 500 Index. Let's talk numbers and keep this episode short and sweet.
Friday Report September 11, 2026
Kyle brings you along as he continues to question Fletcher's viability by looking at risk measures—Beta and Sharpe. He expresses his optimism as live data (and his personal portfolio) continue to outperform the S&P 500 Index.
Friday Report September 4, 2026
Kyle shares some new backtesting insights effecting how we look at Fletcher from a risk perspective. Meanwhile, Fletcher shows a 163% gain for the year so far with live data.
Friday Report August 28, 2026
The market has been volatile and Kyle doesn't shy away from sharing his own vulnerabilities in this area. He leans into the volatility of Fletcher and even shares some fun thoughts about Charlie Munger from Berkshire Hathaway.
Friday Report August 21, 2026
Let's just say the word for the week is "volatility." Kyle touches on this in the market and how Fletcher is responding in kind. He also harps on long vs. short and how Fletcher is designed for long term, as seen in the actual numbers he shares...
Friday Report August 14, 2026
It seemed like a calmer week in the stock market but it was good to see green for Fletcher's monthly signals. Kyle shares performance data from the S&P 500 and Fletcher while touching on the challenges of volatility and discipline.
Friday Report August 7, 2026
It's been an action packed week with earnings and market reaction. "A watched pot never boils." Kyle reiterates his struggle with sitting back, relaxing, and watching Fletcher do what it was designed to do. Let's look at the numbers.
Friday Report July 31, 2026
Let's agree the word for the week is "Volatility". Kyle shares thoughts and numbers to help put this week in context—from the market's performance to Fletcher's performance, the market greatly impacted his personal portfolio. While that might t...
Friday Report July 24, 2026
This week was "busy" as Kyle puts it. The news was also full of other words to describe the week's activities ... Plummet. Slaughter. Tumbles. Surged. Opportunity. Puzzled. Erased. Surprise. Slashed ... to name a few. Aside from that, Kyle asks...
Friday Report July 17, 2026
This week's Fletcher Friday Report tackles a rough stretch in the market, with major pullbacks hitting several Fletcher positions after the July 1 signals. Kyle breaks down how he's responding — buying into conviction positions rather than back...
Friday Report July 10, 2026
It's been a mixed week, mostly balanced, but let's look at numbers ... the week, the month and the year. Kyle talks about Fletcher's performance for the first 6 months of 2026 and answers a few questions, including "Does Fletcher use AI?"
Friday Report July 3, 2026
A short trading week with choppy waters created a pullback in the Fletcher portfolio. Be not discouraged, as the year to date performance is still well above the S&P 500 Index. Was it an overreaction to news this week? Was it profit taking?...
Friday Report June 26, 2026
This week was filled with positive earnings from Micron (MU). Kyle talks about what that means for Fletcher as well as some honest info about when Fletcher gets signals right and when it gets some wrong. YTD still strong for Fletcher.
Friday Report June 19, 2026
Another dynamic week in the market and with Fletcher. Ending the short week on a very strong note. Acknowledging SNDK—an early signal from Fletcher. Mile stones on both my personal Fletcher investing as well as my overall portfolio.
Friday Report June 12, 2026
Another Fletcher Friday Report with Kyle. "What a week" seems to be the theme. SpaceX IPO, record gains with Fletcher and elsewhere. Kyle walks through Fletcher's performance for the week and year to date.
Friday Report June 5, 2026
How did Fletcher do this week? Kyle walks through some numbers and put Fletcher up against the S&P 500 Index. It was a tough week in the market but Fletcher keeps strong with YTD performance way above benchmarks.
Friday Report May 29, 2026
Kyle walks through general performance of the market this week and how Fletcher did over the past 7 days. He also answers a few questions about the Fletcher algorithm, like does Fletcher every send signals that have negative returns. <...