The latter is not universal. Several popes have explicitly stated that they are indeed fallible (which would render total infallibility self-contradictory). Also, infallibility is generally limited in certain ways that I won't bother researching in enough depth to put into a concise description. But the pope can't just make up some random shit and have it automatically considered to be the word of God.
Of course, pointing out that someone violates the basic tenets of Catholicism while naming those specific tenets is well within "the pope is right" territory.