According to sources reported by The Verge, it seems the four titles may be Hi-Fi Rush, Pentiment, Sea of Thieves, and Grounded.
Bond also mentioned that Xbox is looking forward to and making plans surrounding future hardware and vaguely promised a substantial leap in technical prowess, but offered little in terms of concrete details.
The podcast also confirmed Activision/Blizzard games are coming to Game Pass starting with Diablo IV on March 28 and that we can expect a new Xbox showcase in June.