A crisis is when money flow stops in the market. In The Big Short, he bet on the fact that cash flow would stop, and they won. The stock market works in a similar way to a company’s cash flow. When money is pumped into a stock, its value increases; when money is pulled out, the value drops.

The news is essentially about making a bet, as the title suggests, with no real evidence or information on who will pull the money out or how it will happen. Just because the price is high doesn’t necessarily mean there will be an outflow. It’s more like gambling, based on speculation rather than solid facts.